"FIX MY INSURANCE AGENCY" 2 - DAY BEST PRACTICES PROCESS IMPLEMENTATION WORKSHOP

Download the workshop agenda!

www.fixmyinsuranceagency.com to register

A 2-Day, Hands-On, Step-by-Step, Million Dollar Best Practices, Process and Technology Implementation Workshop.

During the two day workshop we will implement more Best Practices tasks and processes that will help you to grow your insurance agency than most agents and agencies implement in a year!

Here is the actual format for the Inspire a Nation Business Mentoring Fix My Insurance Agency Implementation Workshop:

1.      Agents work with a battle buddy to help get stuff done;

2.      Agents are given a list of technology tools and automated tasks that should be in place to perform the best practice processes;

3.      We walk through the technology and automation tools currently in use in the agency to verify or identify if the tool can perform actions such as email or letter merge, automatically send drip emails based on a triggering event such as an upcoming policy renewal or reported claim, send a text message, etc.;

4.      We walk through the 23 core processes an insurance agency must have in place to be successful; Each conversation, tasks, or process on the 23 Core Processes list had to generate or save an agency $1,000,000 (One Million Dollars) in a 36-month period in order to make the cut.

5.      We break down each process into numbered tasks based on Inspire a Nation best practice recommendations;

6.      Each numbered task is implemented in real time right there in the workshop;

7.      If the current technology or automation can’t perform the tasks, we teach you a manual way of doing it, or we modify the process to fit what your agency can or can’t get done.

Many attendees have reported that they got more tasks, processes, and automation implemented in the two days of the workshop than they got implemented in the previous two years inside the insurance agency.

If you are serious about getting the best processes and best practices in place to grow your insurance agency, you should attend an upcoming Fix My Insurance Agency Implementation Workshop. (www.fixmyinsuranceagency.com)

Workshop Testimonials

I spent two days at Billy's workshop in Arlington. It was absolutely fantastic. I have been to a lot of workshops and this is the only one where the host sits down with you and works through the processes with you. He helps you set up everything that you need or want to work on. It is a great intimate setting and it is well worth your time.

Curtis Ostler - Agency Owner

Bob Klee, CPRIA

President at Kelly Klee Private Insurance

I went as a guest to help my best friend & was blown away! I had no idea this type of Quality training was available to agents! Billy R Williams, PhD, is a master trainer/motivator! You were there all Monday evening, helping, encouraging us to make the processes you just showed us during the day, ours, by building the templates you showed us during our first days training into our AMS. Wow, I've never experienced this in my Insurance career.   Then you did a live claims followup call for one of the agents attending & showed us how easy it is, if one follows your process, to turn a claim into an opportunity! You are the Master at building simple processes that if followed, will help an agent get to a $10 Million book of business sooner vs. later.  If you want to grow your agency faster, take advantage of what Billy offers at hashtag#InspireANation  Billy, it was my pleasure to meet you & go through your training this week. Thank you.

Just went to Fix my insurance agency workshop and have been able to implement several of the 23 core processes that were lacking in our agency
Well worth the time.

Andy Roy

I've attended a lot of workshops over the years and this was the first and only one to actually help me implement changes during the workshop!  I've got actual processes to follow and proven ways to get from point A to point B every time.  It also helped me take the emotion out of tough decisions.

Brian Bernth

We had the opportunity to participate in the Fix my Insurance Agency workshop. It was amazing! We are an estate planning law firm. Most of the information was relevant to building and automating a business. Getting, caring and retaining clients and processes that impact. Great implementation process.

Aimee Griffin

Dr. Billy Williams' mentoring program is exactly what we needed. He has systems and processes that makes growing your agency fun and exciting. The systems and processes work and they make everything easier. We really like that the systems are step by step.

While attending the Elevate ‘18 Conference in Cleveland, Ohio, I was able to see Billy Williams present. He has an amazing way of connecting with the audience and puts concepts into ways that really engages with those in attendance. One thing I took away from his speech when discussing leading others, was the concept of not having to love your job, but the job has to support what you love. If you have an opportunity to see him speak, don’t miss out!

John Bachmann

I listened to Billy speak at the AI Brainshare Event in Las Vegas a couple of weeks ago. His laser focus on improving agencies through effective management of agency personnel was hard to miss. If you are willing to commit your time and energy toward improving your agency, his mentoring will get you across the finish line. As Billy would say, "It's not easy but it is simple".

See many more testimonials on our Testimonials Page or on Google by searching "Inspire a Nation Business Mentoring + Arlington, TX"

Inspire a Nation Business Mentoring 

The Elite, Virtual Based, "Step-by-Step" Insurance Agent Coaching and Mentoring Company

Q. What do we do better than any other insurance agent coaching and mentoring company?

A. We make complicated things simple and teach you the tasks, processes, automation, technology, and best practices that it really takes to build and grow an insurance agency. 

Our best practices work for captive, semi-captive, and independent agencies, regardless of the lines of insurance you sell.

We use video, audio, screencaptures, polls, quizzes, role play, checklist, scripts, and a variety of other training resources to guarantee that you not only understand the process or tasks, but you can actually implement the process or task.

Here is one of our actual mentoring and training quizzes:

Q. Make complicated things simple . . . what do you mean?

A. Just as the English language has 171,000 commonly used words all built on 26 letters, a successful insurance agency is built on 23 core processes. We have mastered the 23 core processes.

Q. I am not a tech savvy agent, can you still help me?

A. Yes. We deconstruct the 23 core insurance agency processes and reconstruct them specific to your agency in a way that regardless of where the agency is currently with technology and staffing we will improve your agency.

Q. What should I do next to see if Inspire a Nation is the right fit for me?

A. Use the "Running Man"  and/or "Inspy" our Automated Assistant  to navigate around our site and to see our 4 primary offerings and solutions.

START YOUR JOURNEY HERE!

Inspire a Nation Business Mentoring

Run Time 2:00

Insurance Agent Mentoring and Coaching designed to 

double or triple your current sales and retention numbers in 16 weeks!

What benefits will I see if I properly utilize your Insurance Agency Mentoring Service?

• An increase in the staff member's motivation and buy-in to working processes

• More effective use of the current agency technology and systems (You don't need new technology, you just need to use it better!)

• An Increase in Effective Marketing Activities

• An Increase in Monthly: Item, Policy, and Premium Production

• An Increase in Customer Satisfaction and Retention

• A Reduced Number of Premium Decrease Endorsements

• An Increase in the  Number of Premium Increase Endorsements

Other Benefits:

• A Reduced Number of Broker of Record Request to Leave the Agency
• An Increased Number of Broker of Record Request to Join the Agency
• An Increase in Referrals
• An Increase in Testimonials
• A More Accurate and Sanitized Customer and Contact Database
• More Efficient and Effective Use of the Agency's Technology
• An Effective Process for Interviewing, Hiring, Training, and Accountability of Agency Staff
• A More Profitable and Successful Agency

How do we know? Because we have grown from a 1 person shop to a group of member and partner agencies that produce over $800 Million in annual sales in under 10 years, while selling a product that can be found on almost every corner in America, Insurance!

CONTINUE YOUR JOURNEY HERE

Our 5 Featured Products and Services

Product 1. Insurance Agent Mentoring and Coaching Programs (See Our Pricing)

  

A membership Includes:

1. A Monthly one-on-one web mentoring accountability and process implementation session with an Inspire a Nation Senior Mentor. (2x one-on-one web sessions per month for Level 2 Memberships)

2. Free subscription to the Data and Marketing Super Center CRM (Level 2 and Level 3 Memberships) 

Click here for more info about the DMSC

3. Access to the award winning Inspire a Nation Video and Document Library and the 16 Week Agency Onboarding Program with step-by-step videos, job aids, scripts, and resources. (1000's of insurance agent specific training resources, at your finger tips) 

We literally show you hour-by-hour, day-by-day, and week-by-week the tasks and tools you will need to double or triple the sales and retention in your agency. We do this by giving you numbered Action Steps to follow (The "Running Man"), step-by-step video instructions, and screen capture based training.

4. Biweekly recorded webinar and/or article training sessions, sent to your inbox, on various topics that are important to staffing and running a small business.

5. Subscription to the Inspire a Nation E-Newsletter with tips and tricks that will keep you and your team motivated and engaged with tasks and campaigns that are important in your agency.

6. Email, phone, and web meeting support from the Inspire a Nation help desk team.

Product 2. The Fix My Insurance Agency Implementation Workshop

A 2-Day, Hands-On, Step-by-Step, Million Dollar Best Practices, Process and Technology Implementation Workshop

Product 3. Our Marketing CRM

The Data and Marketing Super Center - Automated Marketing Assistant CRM 

(Amazing Functionality For Less Than $75/Month)

Product 4. The "How to Build a $10 Million Insurance Agency" Manual and Workbook

Product 5. Free Tools and Resources for Insurance Agents and Small Businesses

Check out free tools and resources we provide such as a P&C Agency Marketing Plan, Licensed Sales Producer Interview Questions, Weekly Marketing Calendar, and more!

Bonus Material

Podcast Interview

The 3 Primary Jobs of an Insurance Agency Leader - Billy R. Williams Ph.D., President - Inspire a Nation Business Mentoring.

In this tell-it-like-it-is interview, Dr. Williams details what agency leaders should focus on in the insurance agency.

If you are a strong agency leader you will applaud the interview!

If you are an average or below average insurance agency leader you will have tons of excuses as to why you can't do what Dr. Williams recommends and why your staff members won't buy in.

Who are we? 

We are Inspire a Nation Business Mentoring, America’s leading Insurance Agent and small business coaching and mentoring experts.

Our expertise is in helping two specific types of businesses: Insurance Agents, and, Small Business Owners with less than five full-time employees.

Our founder and president Billy R. Williams PhD., is considered to be the best insurance agent and small business owner guru in the country by most insurance agents, industry executives, and industry insiders. 

What do we do better than any other coaching and mentoring company?

We take you by the hand and shorten the learning curve by giving you an exact day-byday, week-by-week schedule to follow, along with step-by-step videos, picture based job aids, written instructions, and one-on-one web coaching and accountability sessions.

Example Claims Process Steps = Reported Claim + Initial Claims Email + Follow-Up Phone Call + Permission to Text Message     +  Policy Weakness Conversation + Etc.,

Click here to see our Insurance membership plans and pricing!

 

Our most effective insurance agent membership level!

Level 2 Insurance Membership - $349/Month (Agents that want more accountability, coaching, and automation)

(Click here to go directly to the application page and the insurance membership levels)

Click here to sign up for an Insurance Agent Mentoring Membership

 Here is an example of our video training:

In addition to videos, training tools, scripts, fillable forms, and other mentoring resources, a member is authorized a 60 Minute one-on-one video, accountability and mentoring implementation session with an IAN mentor. This one-on-one web session is a critical piece of the overall mentoring program and allows us to fully train the agent and their staff on specific processes and tasks.

(Check out our special pricing for insurance agencies, insurance groups, or insurance consultants that want to use our materials and resources)

Includes:

1. A Monthly (or biweekly) one-on-one web mentoring accountability and implementation session.

2. Access to the award winning Inspire a Nation Video and Document Library with step-by-step videos, job aids, scripts, and resources.

3. Biweekly webinar sessions on various topics that are important to running a small business.

4. Subscription to the Inspire a Nation E-Newsletter with tips and tricks that will keep you and your team motivated and engaged with tasks and campaigns that are important in your agency.

5. Email, phone, and web meeting support from the Inspire a Nation help desk team.