Here is what an insurance agency needs to do during the Coronavirus slowdown:

·        1.     Make a team training and process spot-check calendar for the agency: This is especially important if you have remote staff!

·        2.     Walk through the customer journey from a Lead to a new customer, to a policy change, to a claim, to the renewal process, to a policy review;

·        3.     Identify which tasks can be done from home by a remote worker;

·        4.     Identify which tech and automation can and should be used such as: ActivTrak to monitor staff computers, Slack or Teams for instant communication, Zoom for Quote and Service videos, EZTexting to make your landline text capable;

·        5.     Identify how you plan on communicating with your prospects and customers: phone, texting, email, video, conference calls, etc.,

·        6.     Train and role play one process per day with your team by conference call or zoom video,

·        7.     Set up some type of instant messaging tool like slack, teams, ring central, etc., to communicate with your team;

·        8.     Communicate and train with your team on a daily basis for a few minutes. This will keep them from feeling isolated, keep them engaged, provide help with understanding how to continue doing their job in an effective manner, and keep them accountable to the team;

·        9.     Prospect, prospect, prospect! Pick up the phone and call customers and point out policy weaknesses, email former customers and old leads, contact potential business referral partners, purchase an x-date mailing list, write website articles and blogs, etc.

"Everyone is unsure of what is going to happen and how long this pandemic will last, so sales numbers will probably drop, but now is NOT the time to stop prospecting, Things will bounce back and when they do, your consistency will pay off. Remember this Billyism “Consistency always looks like success from the outside view!”

·        10.   (Shameless plug) Download the 27 page work-from-home handbook I am giving away as part of our Freemium Membership 

Current Active Members simply search "work from home" in the member search box to locate the policy

·        11.   Register for 2-Day Fix My Insurance Agency Best Practices Web-Based or Live Workshop: https://www.inspireanation.org/Fix-My-Insurance-Agency-Info

The Primary Goal of Inspire a Nation Business Mentoring

Our goal at Inspire a Nation Business Mentoring is to add $10 Million in revenue to your insurance agency in 3 - 5 years. That can't happen without an assembly line approach to growing your agency.

THE ASSEMBLY LINE STATIONS ARE:

CARRIERS ><NICHE

PRODUCTS

THE MATH (Revenue per Producer, Amount of required leads, etc.)

CORE TECHNOLOGY TOOLS

5 BEST INSURANCE PROSPECTS

10 MAIN MARKETING METHODS

GENERATING PROSPECT LISTS

LEAD TRACKING METHODS AND TOOLS

LEAD FOLLOW-UP METHODS, TIMELINES, AND TECHNOLOGY

CALENDAR BLOCKING

CHECKLISTS AND WORKFLOWS

RECRUITING AND STAFFING

STAFF KPIs

PAY, BONUS, and COMMISSIONS

ADMIN TASKS

NEW CUSTOMER PROCESS

CLAIMS PROCESS

RETENTION PROCESSES

TRAINING AND PRODUCTION MEETINGS

ACCOUNTING, TAXES

Our mentoring program will teach you how to maximize each task on the assembly line!

The Inspire a Nation Programs

NOTE: The March 26 - 27, 2020 and April 27 - 28, 2020 Fix My Insurance Agency Workshops will be an ONLINE event:

See https://www.inspireanation.org/eventcalendar for details!

 

Recently Added Freemium Member Resource: On-Demand Webinar:

HOW TO ADD $10 MILLION REVENUE TO YOUR INSURANCE AGENCY IN THE NEXT 3- 5 YEARS!

Recently Added Freemium Member Resource: 

27 Page Work-from-Home Policy Manual

Freemium Member Resource Podcast:

HOW TO PREPARE TO VALUE, BUY, OR SELL AN INSURANCE AGENCY

Inspire a Nation Business Mentoring

Run Time 2:00

Inspire a Nation Business Mentoring

 

The Elite, Online Based, Step-by-Step Focused Insurance Agent Coaching and Mentoring Company.

Inspire a Nation Business Mentoring is a Williams Investment Group Company.

Williams Investment Group is a group of more than 160 partner agencies that produce over a billion dollars a year in new and renewal insurance premiums.

Because our mentoring is taught by investors that are also insurance agents, we mentor you on the best automated tasks, processes, and tools that will not only make you a great agency, but will also make your agency more valuable if you needed to get a loan or sell it one day.

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

The "Fix My Insurance Agency" 2 - Day Process Implementation Workshop!

      

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

SEE THE ONLINE WORKSHOP AGENDA

     

NOTE: The April 27 - 28, 2020 Fix My Insurance Agency Workshop

will be an ONLINE event that is free to active paid members: See https://www.inspireanation.org/eventcalendar for details!

Why is the April 2020 Fix My Insurance Agency Workshop Online?

·        Safety – No threat of contracting a virus or being quarantined
·        No travel or travel-related cost
·        More total agencies can participate
·        Agencies can assign staff members to participate in specific training stations

What should I expect from the Online Fix My Insurance Agency 2-Day Training Workshop?

·        A very structured training schedule designed around topic-specific training stations
·        Real-time demonstrations and set up of processes and technology
·        Live Q and A after each training station
·        Sponsor Vendor Spotlights and demonstrations relevant to the training station topics
·        Implementation support by utilizing the Inspire a Nation Video and Document Library, Inspire a Nation team member support, and support from our sponsoring vendors

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 + Mansfield,TX"

Inspire a Nation Business Mentoring is an approved continuing education provider with the Texas Department of Insurance.

 

Simply fill out the short form below to get your "FREE INSURANCE AGENCY MARKETING PLAN"

Let us share our expertise with you by creating a free marketing plan for your agency!