INSPIRE A NATION BUSINESS MENTORING FREE TOOLS AND RESOURCES
Please use and enjoy the free tools and resources that we provide on this page.
How to Build a $10 Million Insurance Agency
Electronic Weekly Tasks Calendar (with Audio Instructions) for P&C Insurance Agencies
Not sure what tasks you should focus on each week to grow your insurance agency?
You can instantly load 21 weeks of the specific weekly marketing and operations tasks with audio instructions that it takes to build a $10 Million Insurance agency into your favorite desktop calendar like Outlook or a mobile calendar like your Google Calendar or ICal , for free?
Simply load our electronic Weekly Tasks Calendar with step-by-step tasks and audio instructions into your favorite desktop or mobile calendar by using this ICal link: http://bit.ly/First21Tasks
If you have an option, we recommend using Google Calendar since it will instantly sync with our tasks calendar.
The calendar is updated regularly, so if you loaded the calendar to your Outlook or ICloud calendar more than three weeks ago, delete it and reload it to get the most recent updates.
Btw. . . you do not have to be a member to download our tasks calendar.
Do you need a marketing plan for your small business?
This version of the Marketing Plan Creation Tool is designed for ALL small business types. Examples include: consultants, home based businesses, event planners, flower shops, writers/authors, lawyers, independent contactors, MLM reps, etc.
If you own, manage, or lead a small business, take a couple of minutes, answer a few multiple choice questions, and Inspire a Nation Business Mentoring will generate a marketing plan that you can implement immediately that is specific to your answers and your budget!
1. How to Fix Your Broken Insurance Agency in 12 Weeks - Excerpt
How can you tell if you have a broken insurance agency?
Simply answer these 5 questions
Q1. Does your average new staff hire stay with the agency less than 2 years? If yes, your agency is broken.
Q2. Does the agency staff maximize customer events such as endorsement requests, reported claims, new customer follow-up contacts, policy reviews, and even rate increase conversations as opportunities to x-sell, up-sell, drive referrals, gather testimonials, and drive retention? If not, your agency is broken.
Q3. Does your pay plan include any consequences for staff not following the established agency processes and conversations? If not, the agency is broken.
Q4. Does your staff do what they want to do instead of what is best for the agency? If yes, the agency is broken.
Q5. Is prospecting an afterthought in the agency as opposed to being top of mind with every customer and contact interaction? If yes, your agency is broken.
SEO Boot Camp for Insurance Agents
The video below is the intro to the webinar series "SEO Boot Camp for Insurance Agents"
The SEO Boot Camp for Insurance Agents walks through local SEO from A - Z and trains an insurance agent on what it takes to get found on Google properties such as Maps, Places, and Google Local Business as well as local directories such as CitySearch, Online YellowPages, Superpages, Yelp, Angie's Lists and more.
Active Members: The entire 4 part web series will have its own page
in the Video Library when the series is completed.
Run Time: 6:30
Download our Insurance Agency Specific Licensed Sales Producer Interview Questions with a live audio interview and the Inspire a Nation Business Mentoring Job Application Template in Microsoft Word format.
Click http://bit.ly/liveLSPinterview or on the microphone above to hear a live interview for a Licensed Sales Person Position. If you want a copy of the exact questions asked during the interview, click on the link below.
Not sure what questions to ask when interviewing for a Licensed Sales Producer? Download the exact questions you should ask by clicking here
Download and modify the Inspire a Nation Business Mentoring provided Insurance Agency Job Application Template for your agency.
Always have the applicant complete a position specific job application.
Don’t rely on a resume. A good job application will:
Shortly after completing the request form you will receive an email with a link to the Job Application Template in Microsoft Word format. Be sure to modify the Job Application Template for your agency before using it with an applicant.
Most struggling agencies are a product of weak agency leadership and not just market volatility and rate increases. Weak insurance agency leadership causes frequent staff turnover, over spending on staff salaries, over-inflated agency expenses, poor implementation of marketing campaigns, and poor sales production.
Takes 1 minute to complete and your results will be immediately emailed to you.
Download our free 20 page Excel Spreadsheet Training Course w/ Screen Capture Explanations
Our Free Spreadsheet Training Course will show you how to:
This revolutionary business leader training is based on biblical principles and God's 5 main purposes for a business.
Watch this short video that explains the 7 Small Business Marketing Personalities
What is your natural marketing personality? What is your company’s natural marketing personality?
Each person has a dominant marketing personality. That’s not to say that you can’t or shouldn’t be good at multiple types of marketing, but there are always one or two types that you naturally prefer.
Each business has a dominant marketing personality as well. Often the marketing in a business is influenced by factors and resources (abundant or limited) such as the marketing personality of the leadership, the technical skill set of the person or people responsible for marketing, and of course resources such as money, technology, and time.
Each of the 7 marketing personalities has its own strengths and weaknesses, which means that relying on just one personality type or marketing campaign type will limit the overall success of marketing and advertising in your company.
Federal Holiday Calendar for the next 10 years