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THE 20 STATIONS OF THE $10 MILLION REVENUE ASSEMBLY LINE THAT INSPIRE A NATION TEACHES

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.

WE HAVE MASTERED BUILDING AND GROWING AN INSURANCE AGENCY

The $10 Million Insurance Revenue Assembly Line

IT TAKES AN ASSEMBLY LINE APPROACH BUILD A $10 MILLION REVENUE INSURANCE AGENCY. 

The Inspire a Nation Mentoring Program will provide the support, accountability, checklists, workflows, scripts, templates, and other resources you will need to maximize the Insurance Agency Assembly Line!

1. Carriers ><Niche - Your carriers will guide you to your niche, or the agency will choose a niche and work with carriers that can support the niche.

2. Products and Standard Coverage Recommendations > Your carriers and your niche(s) will determine the products that you market and sell. Set an Agency Standard for Coverage Recommendations per policy and per coverage.

Any coverage below the Agency Standard should be considered a Policy Weakness

Examples:

Auto = 100/300 UM/UIM

Auto = $50.00/day Rental Reimbursement

Home = $500K Liability

Loss of Business Income at 60%

3. Agency Reports >  We will teach you how to track reports that will allow you to make effective business decisions;

4. 10 Core Technology and Automation Tools > We will help you set-up tools such as an Agency Management System, Email Templates, Text Messaging, etc.,

5. Five Best Insurance Prospects > We will show you the Best Practice Campaigns that always focus on the 5 Best Insurance Prospects:

P1. Current Customers,

P2. Referrals From Professional Partners and Customers

P3. People actively interested in or seeking information about your products and services (Online search, watching videos, downloading material, etc.)

P4. Former Customers

P5. People that have a possible upcoming need for your products and services (Expiring Policies, New Movers, Specific Business Types, etc.)

6. Prospect Lists > We teach you the best vendors to use for prospect list and the best agency reports and audits to pinpoint specific niches and prospects;

7. 10 Main Marketing Methods > All marketing methods fall under 10 primary categories. The Inspire a Nation Team and the agency marketing manager/marketing assistant will utilize all 10 categories to market the agency. We teach over 170 Best Practice ways to market an Insurance Agency;

8. Lead Tracking Methods and Tools > 30% of most leads fall through the cracks. We will show you how to maximize tools like your CRM, Agency Management System, Lead Management System, or a simple tracking spreadsheet to track leads;

9. Follow-Up Methods, Timelines, and Technology > Along with a lead tracking tool the agency should have specific activities and practices for lead follow-up. We will teach you the Best Practices for lead follow-up.

We use the acronym P.E.T.S with VIDEO to simplify and standardize the agency's follow-up with leads, prospects, customers, and contacts:

P = PHONE and/or POSTAL MAIL

E = EMAIL (Text Based and/or/ Video Email)

T = TEXT MESSAGES

S = SOCIAL MEDIA and/or SOCIAL NETWORKING

10. Calendar Blocking > The agency must block off specific days and times to accomplish important tasks. Not all agency tasks can be calendar blocked such as endorsement request, etc., but many tasks and processes in the agency can and should be calendar blocked. By teaching you to manage your agency and personal calendar, we will teach you how to find the time to grow your agency.

OTHER STATIONS ON THE $10 MILLION REVENUE ASSEMBLY LINE WE HELP YOU MAXIMIZE INCLUDE:

Process Checklist and Workflows

Staff KPI's

 

New Customer Processes 

Service Processes 

The Claims Processes 

Retention Processes 

Staffing/Training/Accountability 

 

Payroll/Bonuses/Commissions 

Billing/Accounting 

Taxes > While the Inspire a Nation Mentoring Program does not directly help you with taxes, by following our processes, tracking, and reporting suggestions, you will be better prepared when tax time rolls around.

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

OUR MENTORING PROGRAM IS DEVELOPED TO TEACH YOU NOT ONLY WHAT TO DO, BUT HOW TO DO IT, AND WHEN TO DO IT!

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

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

 

(Click on the button above or text "EZinspire" to 313131 to join our Freemium Membership)

FREEMIUM MEMBERSHIP RESOURCES INCLUDE:

• Individualized Agency Marketing Plan in Under 3 - Minutes

• Video: How to add $10 Million Revenue to Your Insurance Agency in the Next 3 - 5 Years;

• Video: The Insurance Prospect and Customer's Technology Journey

• 27 Page Work-from-Home Policy Manual;

• Podcast: How to Prepare to Value, Buy, or Sell an Insurance Agency

• Role Play: Live Interview of a Licensed Sales Producer

• and more . . .

 

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!

 

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

How to Build a $10 Million Insurance Agency - 2018 Manual and Workbook (E-Book)

  

Written in a short, easy to read, "Twitter" style, this workbook (E-Book) will make it super easy for you to understand what and how to implement the best processes to grow your insurance agency.

Everything from finding the right niche, marketing, prospecting, agency automation and technology, process workflows, lead tracking formulas, to what tasks your staff should do every day in the agency.

With over 150 pages of knowledge and wisdom, the workbook is chocked full of links to videos, audio snippets, forms, and other resources to help explain the tasks and processes. 

Here is actual audio that is part of the checklist tasks: http://bit.ly/Tasks2Audio

Active Inspire a Nation Members: Hyperlinks in the e-book will take you directly to the corresponding sections of the Video and Document Library.

The workbook also provides a .ics electronic tasks calendar link which will allow you to load tasks and detailed audio instructions into your favorite calendar tools such as Outlook, ICal, or Google Calendar. 

Cost? $49.00 (Instant Download)

The Manual and Workbook is also available on Amazon for $54.00

Here is the Amazon Link: https://www.amazon.com/dp/1521963630