Inspire a Nation Business Mentoring

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The videos and documents contained in the Member Only Area are for the exclusive use of registered and verified members of Inspire a Nation Business Mentoring. By accessing or viewing any of the training videos and viewing or downloading any of the attachments you automatically agree to the $50,000.00 non disclosure agreement below.

 

We are a mentoring company, not a legal firm. We can discuss generalities and recommendations for using Inspire a Nation Business Mentoring Processes in ways that are consistent with our understanding of the laws. These training videos are not a substitute for you obtaining competent, specific legal advice on any of the subjects covered in the training, scripting, and implementation of process suggestions.

 In some cases there may be federal, state, or local laws, as well as insurance carrier guidelines and rules that may alter, impact, enhance, or supersede the way Inspire a Nation teaches and recommends a process, as well as your ability to implement a process using the exact steps we teach. Our training does not address these issues – again, specific legal advice should be sought to ensure compliance.

 

Individuals that gain access to the Inspire a Nation Video Library automatically agree that by viewing these webinars and training videos and/or viewing or downloading any of the documents attached to the webinars and training videos that:

 

a. You are a current, active, paid member agent or an employee of an active, current, paid member agent of the Inspire a Nation Business Mentoring Svc. membership program.

b. You will not divulge the password used to gain access to the video and document library, videos, recorded webinars, and documents that are attached to the recorded videos and webinars located in the Video and Document Library by any method to include but not limited to email, telephone, text message, or any other form of verbal or written communication, nor give access to anyone that is not authorized to gain access to view the videos, training webinars, or attached documents.

c. If you break this agreement by being identified as unauthorized to have access to the videos, webinars, and documents that are attached to the recorded videos and webinars, divulging the password used to gain access to video and document library, videos, webinars, and documents that are attached to the recorded videos and webinars, download and share the documents with anyone not authorized by Inspire a Nation to view the documents, share the URLs to the videos, embed the recorded webinars to another website, or in any way provide an avenue whereby unauthorized viewers gain unauthorized access to the live or recorded videos, webinars, and documents that are attached to the recorded videos and webinars or the conference call number used to gain access to a live MEMBER ONLY webinar, you will compensate Inspire a Nation Business mentoring and/or Billy R. Williams, PhD the sum of $50,000.00 within 30 days of being notified that you have broken this agreement.
Table of Contents - Inspire a Nation Video and Document Library

The Inspire a Nation Video and Document Library is broken into five different categories. Currently we are housing our videos on the Screencast.com server. 
The following table of contents does not list all of the training available within the Inspire a Nation Video and Document Library as new research verified training, job-aids, scripts and step by step processes are added on a regular basis
Bi-Weekly Training

08-08-11 Birthday Contact Process:
This comprehensive training teaches you how to automate and manage the birthday contact process. It covers, benefits, which contact tools to use, scripts, timelines, how to setup automated processes, how to manage your birthday data, and more.
07-25-11 How Aged Internet Leads Work:
This training is an overview of recommended practices when using aged internet leads to increase sales. Presenters are Michael Norris of Stellar Prospects and Billy Williams of Inspire a Nation Business Mentoring. There is an excellent Q and A section toward the end of this video.
07-11-11 How to Increase Your Customer Survey Score:
This training walks through all of the steps a captive agent needs to do to increase their customer loyalty score.
06-20-11 How to Buy a P and C Insurance Agency:
This training video details key reports, and questions each buyer should ask before purchasing a P and C insurance agency.
06-06-11 Marketing Part Two:
This is the second part of the top Out of Agency marketing processes in an agency.
05-24-11 Marketing Part One:
This video looks at the top 5 Out of Agency marketing processes for auto, property, and commercial insurance.
05-09-11 Customer Policy Review and Emergency Contact Notification Process:
This training details the suggested timelines and steps you need to implement in the agency to manage your Customer Policy Review and Emergency Contact notification process.
04-25-11 Managing Emergency Contacts Referral and Leads:
This training uses the leads360 Express tool to demonstrate how to set up a and manage emergency contacts, referrals, and agency leads.
04-11-11 In House Prospecting Processes:
This training overviews 12 of the top in-house processes that an agency should have in place to write auto, property, and commercial insurance.
03-28-11 New Customer Process:
This training walks you through the 2011 New Customer process. It includes the Marketing Assistant tasks.
03-14-11 Daily Schedule with Claims and ECV:
This training walks through each day of an agency's work week. It also walks through the claims and emergency contact processes.
02-28-11 Marketing Assistant Automated Tasks:
This training details the main automated tasks the marketing assistant is responsible for in the agency
02-14-11 Lead Management:
This training looks at the various steps necessary to have an effective lead management program in the agency.
01-31-11 Life Insurance:
This training looks at 20 processes that an agency can use to write life insurance.
01-17-11 Telemarketing:
This training details the FTC telemarketing regulations, how to set up different automated dialer campaigns, and when to use text messaging in an agency
01-03-11 Quoting and Endorsements: In this training, Billy explains how to become a master quoter and how to use the endorsement process to drive sales in an agency.
Agency 
Management
Money Management 80 20 Rule:
The first step to creating a $10 Million Insurance Agency is money management. This video explains the 80/20 money management rule that every agent should practice.
Password Management:
This video looks at the RoboForm password management tool.
Employee Handbook: A copy of the updated 2011 William's Family Agency Handbook is attached to this video.
Drip E-Mail Marketing: This training shows you how to set up effective, efficient, low cost drop marketing campaigns for new customers, policy reviews, prospects, and birthdays.
Interns and Staffing:
This video gives an overview of the best places to market for licensed staff and interns. 

How to Properly Staff the Agency:
This training looks at the primary staffing positions, priority tasks, pay, and bonus structure an agency should have in place in 2011. 

How to Hire Insurance Agency Staff:
This training webinar will detail how to hire insurance staff. We look at all aspects of staffing your agency: licensed staff, unlicensed staff, interns, personality test, and why staff fail.  
Agency Bonus Tool:
This video explains the Inspire a Nation Agency Bonus Tool. You can download the tool on our website. http://www.inspireanation.net

New Staff Training Guide:
This video walks you through the William's Family Agency New Staff Training Guide, and all of the items a new staff must master in the agency.

CPR and ECV Contact Process:
This training details the suggested timelines and steps you need to implement in the agency to manage your Customer Policy Review and Emergency Contact Notification Process. 

Quoting and Endorsements: 
In this training Billy explains how to become a master quoter and how to use the endorsement process to drive sales in an agency.

Life Insurance:
This training looks at 20 processes that an agency can use to write life insurance.

In House Prospecting Processes:
This training overviews 12 of the top in-house processes that an agency should have in place to write auto, property, and commercial insurance. There is not an attached document for this video.

Agency Scripts:
This video looks at various scripts and automatic signatures that you can use in the agency. All scripts and auto signatures for Process 05 and 05A are attached to this video.

Automatic Signatures in Outlook:
Automatic Signatures - All scripts and auto signatures for Process 05 and 05A are attached to video 05. 
Voicemail Script Video:
This short video explains why an agency should request an email on their office voicemail.

Look Up Customer by Phone Number:
This video looks at this core process that is extremely important, but often not performed in an agency.

Daily Sales and Activity Log:
This video overviews a daily activity log for staff in an agency. The log is a great tracking and accountability tool.

Using Quote Sheets and Endorsement Sheets:
This video overviews checklist such as quote sheets, endorsements, new customer process checklist, and emergency contacts. 

Creating a Telemarking Program:
This webinar video details the 8 key steps to creating an effective telemarketing program in an agency. 
Spreadsheet Training:
This video looks at functions that every business owner should know about using spreadsheets in their business. 

Yellow Pages:
This training looks at the yellowpages.com free listing.

Online Yellow Pages 2:
This training walks you through the Online Yellow Pages programs and explain key points.

Creating Your Domain and E-Mail Address:
This is the first of 3 videos that explain how to set up your domain, email, and how to link it to a non-corporate Outlook E-Mail Program.

Linking Your Domain E-Mail to Outlook 2007:
This video explains how to setup the Outlook 2007 using a GoDaddy purchased domain.

How to Forward and Mask Your Domain:
This short video explains how to remove the extra text from your forwarded domain URL, so your site visitors only see your business name.

Using Social Networking to Help Grow the Agency:
This video explains the 6 best times to ask a customer to connect on the agency's social networking site, as well as 12 important points to remember when using social networking in the agency. 

Business Facebook Part 1:
This video shows you how to sign up and get started with your business facebook. 

Business Facebook Part 2:
This video looks at adding your logo, write-up, and agency video to your business facebook.

Creating a Company Profile in LinkedIn
This video shows you how to create and link your company profile to your personal LinkedIn profile. 

Using YouTube to Host Your Agency Video

How to Create a Blog:
This video shows you how to create a blog, as well as how to use a Wordpress blog for document hyperlink creation and storage.
Marketing

Marketing Assistant Tasks:
This video details the specific tasks that the marketing assistant should perform on the 16 major in-office marketing processes.

Marketing Assistant Automated Tasks:
This training details the main automated tasks the marketing assistant is responsible for in the agency.
How to used aged internet leads to help you grow your agency
Lead Management:
This training looks at the various steps necessary to have an effective lead management program in the agency.
Internet Leads:
This training explains key points to remember when setting up an internet lead program in the agency. 
How to create a Press 1 Automated Dialer Campaign
This training details the step by step setup along with the various scripts that you should use to create an effective press 1 autodialer campaign in an agency. A press 1 campaign can be used for permission based prospecting and for non-solicitation based telephonic message blast.
Using the Cloud Call Center for Telemarketing:
This video explains the Cloud Call Center Predictive Dialer Program from Callfire.

Daily Weekly and Monthly Tasks Schedule:
2011 updated schedule is attached! This video walks through each day of the week. WORK EACH PROCESS DAY FOR 5 STRAIGHT DAYS BEFORE MOVING ON TO THE NEXT DAY. (I.E. MONDAY FOR 5 STRAIGHT DAYS, TUESDAY FOR 5 STRAIGHT DAYS, ETC.)
Mailings and Telemarketing:
This training looks at steps you can do to make your mailing campaigns produce greater results by incorporating telemarketing and other marketing processes.  
X Date Marketing:
This training focuses on key points to remember about X Date Marketing.

Managing Emergency Contacts Referrals and Leads:
This training uses the leads360 Express tool to demonstrate how to set up and manage emergency contacts, referrals, and agency leads. 

Customer Policy Review and Emergency Contact Notification Process:
This training details the suggested timelines and steps you need to implement in the agency to manage your Customer Policy Review and Emergency Contact Notification Process.
Business Referral Partner Process:
This video details how local businesses and programs like restaurant.com can be used to help drive new business through referrals, and how you can use them to drive customer policy reviews.

Google Doc Optional Coverage Form:
This video explains how to create and use the Optional Coverage Form in your agency.

Creating an Agency Website:
This video walks you through several website options that are available to the agency.  

Creating an Agency Introduction Video

The Birthday Contact Process - 200 years of proven sucess

Technology has made it much easier and more affordable than ever for businesses to reach out to their customers and prospects but less than 5% of all agencies have a consistent birthday contact process.

Using Conference Calls for Marketing:
This training explains how to use conference call as a marketing tool. It contains examples of postcards and questions.

How to Create a Click to Call Mobile Phone Marketing Campaign:
This training video walks you through the Admob.com Click to Call that allows you to put a banner ad on mobile phone search results that dials directly into your business when clicked.

Audio Marketing:
This training looks at the My Website Talks audio program and how you would use it to differentiate your website, your emails, and your mailings.
Telemarketing:
This training details the FTC telemarketing regulations, how to set up different auto-dialer campaigns, and when to use text messaging in an agency.

Marketing Part One:
This video looks at the top 5 Out of Agency marketing processes for auto, property, and commercial insurance.

Marketing Part Two:
This is the second part of the top Out of Agency marketing processes in an agency.

Customer Service

Daily Schedule with Claims and ECV:
This training walks through each day of an agency's work week. It also walks through the claims and emergency contact processes.

Daily Weekly and Monthly Tasks Schedule:
2011 updated schedule is attached! This video walks through each day of the week. WORK EACH PROCESS DAY FOR 5 STRAIGHT DAYS BEFORE MOVING ON TO THE NEXT DAY. (I.E. MONDAY FOR 5 STRAIGHT DAYS, TUESDAY FOR 5 STRAIGHT DAYS, ETC.)

The Claim Processes:
This video fully explains the claims process and how you should use it in your agency.

Endorsement Process:
This video details the Inspire a Nation Endorsement Process. There is a role play section of the video.

New Customer Process:
This is the current training on the New Customer Process.

The Emergency Contact Process:
This training video walks through the emergency contact steps as well as a role play conversation for the agency customer and the emergency contact.

X Date Process (Customers - Emergency Contacts - Prospects):
This video explains in detail the 4 phases of the X-Date process: at new business, 60-75 days prior to renewal, Emergency Contact, and prospects. 

Using Text Messaging in the Agency:
This video explains how to use text messaging in the agency.

Creating an Agency Hotline:
This video looks at 3 options for creating an agency hotline. 1. Simple Voice Center by freeconferencecall.com 2. Hosted IVR by callfire.com 3. Mobile and VOIP products by ringcentral.com

Additional Training

A1 Overview of the 2011 Video and Document Library:
You MUST watch this video. By viewing any of the training videos and viewing or downloading any of the attachments, you automatically agree to the $50,000 non-disclosure agreement explained in this overview. You can find the 2011 bi-weekly training schedule on the attachment tab.

A2 Recommended Vendors List:
Click on the attachment tab of this video to download a list with hyperlinks to our recommended vendors.

B 2011 Top 10 Tools and Processings Webinar :
This video overviews the top 10 tools and processes that Inspire a Nation recommends for an insurance agency in 2011.

Y How to Increase your ALI- Customer Experience Score:
This video walks in detail through the steps you must do to increase your Customer Survey Score.

Y - Extra Training Video - Creating a Logo

Y - Extra Training Video - Golden Questions Producing Financial Services:
This video explains Golden Questions and discusses many of the problems you must deal with when trying to produce financial services in the agency. This is a MUST VIEW for everyone in the agency.

Y - Extra Training Video - How to Beat Your Insurance Competitors:
This video looks at the 5 ways prospects find out about your agency, and what you need to do to set your agency apart from your competition.

Y - Extra Training Video - How to Sell More Life and Health Insurance:
Panelists are: Tom McLearly - President of the Endow Inc. Insurance Brokerage and trustee of The American College Mark Rosenthal - Top producing independent life and health insurance agent for multiple carriers, agency owner, and creator of rosenthalfiles.com, a site that provides hundreds of sales tips and training of life insurance agents.

Y - Extra Training Video - How to Write More Auto Insurance

Y - Extra Training Video - Outlook - Business - Contact Manager:
This video gives a brief overview of the Business contact manager, text messaging, and loading contacts into Outlook. Only the Recurring Members have access to a complete video on the functions you should use in the Office 2007, to include Outlook.

Z-Complete Webinar - Laying the Foundation:
This is the first video of the webinar series. It lays the instructional foundation for all of the following sessions. Topics covers are: Password Management, Domains and E-Mail Setup, Setting up Outlook 2007, Setting up Automatic Signatures in Outlook 2007.

Z-Complete Webinar - Foundation Tools:
This webinar walks through the remaining foundation tools such as setting up social networking sites, conference calls, and a telemarketing program.

Z-Complete Webinar - Framework Processes:
The webinar looks at the framework processes in an agency: Employee Handbook, Staff Training Guide, Staff and Interns, Agency Checklist, Scripts, Outlook with Business Contact Manager, and Daily Work Schedules. See the extra videos for a more detailed walkthrough process.

Z-Complete Webinar - Marketing and Advertising:
This video details the first seven steps to creating an agency marketing and advertising program. Topics include Managing Prospecting List, Postcards, Telemarketing, and Using Social Media for Marketing. 

Z-Complete Webinar - Database Management:
This webinar looks at agency processes specific to Sales, Customer Service, New Customers, and Emergency Contacts. We use Microsoft Outlook as our example Database.

Z-Complete Webinar - Roleplay:
This video has a roleplay and walkthrough of 5 major database processes. The audio of the two participants is extremely low, but it does not impact the learning experience of the processes. The main instructor's volume is normal.

Z-Complete Webinar - Marketing and Advertising Part 1:
This is the first of the 2 webinars dedicated to Marketing and Advertising. Topics covered are: Online Advertising, Internet Leads, X-Dates, Telemarketing, General Marketing, and adding Audio to your prospecting campaigns.

Z-Complete Webinar - Marketing and Advertising Part 2:
This is the second of the two two webinars that focus on Marketing and Advertising. This webinar looks at Mass Quoting Tools, Expertise Marketing, Networking and Referral Marketing, as well as it reviews all of previous webinars in the series.

 
 
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