VERIFIED ON-SITE SOLUTION PROVIDERS
We welcome all of the solution providers that will be on hand during the workshop to help with implementation of processes including:
Stay tuned for more solution providers including
The Fix My Insurance Agency Workshop will implement the 6 Steps to Growing an Insurance Agency
The best way to grow an insurance agency is to:
1. Have products and solutions that solve specific problems for specific customers
2. Have established agency checklist and workflows for each of the 23 core insurance agency processes
3. Market and prospect for the 5 Best Insurance Prospects at least 3 hours a day and with every customer interaction
4. Use a combination of the 10 main marketing methods to prospect the 5 Best Insurance Prospects
5. Use automation and technology tools to make the agency processes and workflows consistent
6. Spot-check processes, checklist and workflows, technology, and staff activities on a regular schedule
The Fix My Insurance Agency Process Implementation Workshop will not only show you how to get the six steps listed above working in your agency, but will take you by the hand and force you to implement the processes and workflows!
Inspire a Nation Insurance Agent Mentoring Resources will teach you how to start an insurance agency, build an insurance agency, and grow an insurance agency.
When: Thu, February 27, 2020 8:30 AM, CST
Where: Hilton Garden Inn South, Arlington, Texas
Each paid registration allows two people to attend the workshop! The free guest MUST be an employee of the registering agency.
ITEMS TO BRING
1. Bring the total number of leads, quotes, and sales (by policy count) the agency generated in 2019. One of the first tasks we will accomplish is to determine the agency's quote to close ratio and how many cold and warm leads they agency must generate to reach their 2020 sales goals.
2. A staff member that will assist you with implementing processes in the agency; (Operations Manager is preferred)
3. A Laptop or Tablet with a power strip and wifi capabilities;
4. Logon and Passwords for your agency management system, marketing tools, and email tools;
5. A burning desire to implement the best processes available in your insurance agency;
6. A great attitude that checks your ego at the door!
Thanks for registering and we are looking forward to seeing you!
Inspire a Nation Business Mentoring