Inspire a Nation
Business Mentoring


Members



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!


(Click here to download the full workshop agenda)



Go To  https://www.inspireanation.org/event-3578943 to register





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

  • Warm and Cold Lead Providers
  • Virtual Assistant Companies
  • Various Agency Management Systems
  • and more . . .






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.



(Feb - 2020) The "Fix My Insurance Agency" 2 - Day Process Implementation Workshop

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!


Best regards,
Inspire a Nation Business Mentoring



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.


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








Training Video 3:59

The "Fix My Insurance Agency"  BEST PRACTICES Process Implementation Workshop.




Upcoming Workshop Dates


(Thursday - Friday) February 27 - 28, 2020  


(Monday - Tuesday) April 27-28, 2020


(Monday - Tuesday) June 15 -16, 2020


(Monday - Tuesday) October 26 - 27, 2020


(Monday - Tuesday) November 16 -17, 2020



Time: 8:30 AM - 5:00 PM




Location: 

Hilton Garden Inn South
521 East Interstate 20, Arlington, TX 76018
Phone: 817-557-8233


Cost:


  • $1290.00/Non-Inspire a Nation Member Agency (2 Live Attendees, Unlimited Agency Staff Webinar Attendees)

Non-Member Price Includes a One-Year Level 1 Insurance Agent Mentoring Membership!



Active Inspire a Nation Member Prices


  • Level 1 Active Member - $499.00/Agency (2 Live Attendees, Unlimited Agency Staff Webinar Attendees)


  • Level 2 Active Member - $249.00/Agency (2 Live Attendees, Unlimited Agency Staff Webinar Attendees)



Each Registered Agency Receives


1. (Non-Member $1290 Registration Only) A One Year Inspire a Nation Level One Insurance Agent Mentoring Membership w Full Access to the Inspire a Nation Video and Document Library.


2.  Best Practice Email and Voice Script Templates


3. An E-Signature Ready Declined Coverage Form


4.  A Step-by-Step Basic Chat Bot Script that can be easily modified for your agency and the products you sell


5. Hands On Process Implementation Support during the 2-day workshop and from 7 PM - 10 PM Day 1 of the workshop





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)



PROCESSES AND MARKETING


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 will 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!


We will change your business habits!



23 Core Insurance Agency Processes


1.   Staffing: Locating, Hiring, Training, Paying, and Accountability                               

2.   Prospecting: The 5 Best Agency Prospects (Inbound/Outbound)

3.   Lead Management

4.   Quoting, Rating, Binding

5.   Production Forecasting/Reviewing/Accountability

6.   New Customer Onboarding (E-Signatures, Declined Cov., T-Docs)

7.   Endorsements Process

8.   Claims Process

9.   Business Referral Partner Process

10. Customer Referral Campaigns

11. Birthday Contact Process

12. Customer Review/Retention Process

13. Rate Increase/Remarketing Process

14. Emergency Contact Process

15. Cancelation/Termination Process

16. Agency Technology: Training and Implementation

17. Social Networking: Connections, Groups, Ads, Remarketing

18. Life Insurance/Financial Services

19. Admin Processes, and Trailing Documents

20. Payments, Remittance, Premium Fund Trust Accounts

21. Book Keeping/Accounting

22. Carrier/Wholesaler Relationship, Technology, Reports

23. Tax Preparation and Reporting


MARKETING


The workshop will show you how to best implement the 10 Low-Cost Marketing Methods to market your agency


1.      Signage: Such as your business card, store front sign, yard signs, etc.,


2.      Referrals: Referrals from customers and other professionals


3.      Phone Calls: Phone calls you make or respond to, product hotlines, etc.,


4.      Email: Emails you send or respond to, email collection forms with an autoresponder, etc.,


5.      Text Messages: Inbound or permission based outbound text messages


6.      Search Engine Results: Website, Articles, Blogs, Keywords, etc.,


7.      Social Networking/Social Media: YouTube, Facebook, Instagram, Twitter, etc.,


8.      Presentations: Face-to-face, group presentations, conference calls, webinars, etc.,


9.      Lead Magnets: Webforms, email collection boxes, product hotlines, podcast, etc.,


10.   Postal Mail: Postcards, letters, door hangings, etc


Inspire a Nation and our member and partner agencies have spent millions of dollars figuring out what works and what methods are a waste of time, energy, and money.


    Let us share our knowledge, wisdom, and experience with your agency!






    “The Fix My Insurance Agency” Workshop Q and A


    Q. How much does the workshop cost?


    A. Non Inspire a Nation Members = $1290/Agency (2 Live Attendees, Unlimited Agency Staff Live Webinar Attendees, One-Year Level One Insurance Agent Mentoring Membership)


    Active Inspire a Nation Member = $499/Agency (2 Live Attendees, Unlimited Agency Staff Webinar Attendees) 

    Q. What do you mean by “unlimited agency staff live webinar attendees?”


    A. Each hour-long session will be broadcast live via webinar. This will allow agency staff that could not physically attend the live session to be included in the training.


    Q. What do I need to bring with me?


    A. We recommend:

    1. One staff member to learn the processes and steps;

    2. A laptop with access to your agency management tools, carrier websites, and email account;

    3. Log ons and passwords;

    4. A strong desire to learn how to improve your agency!


    Q. How will the rest of my staff get access to the workshop topics and step-by-step training?


    A. We will simultaneously teach the live workshop class and a live webinar class. The agency staff that can't make the live workshop should attend via the live webinar.


    Q. Is there a limit to the number of agencies that can attend?


    A. Yes! We will only allow 100 registered agencies ( 2 attendies per agency) to attend per workshop. 

    Why you ask? Because more than 100 agencies and we lose the ability to scale the workshop in a way that allows us to personalize the 23 core processes for each agency.


    Q. Do I have to attend an additional workshop or training?


    A. No. Each two-day workshop is a stand-alone workshop. Simply choose the workshop date that works best for you.


    Q. Where can I get a sample of the way Inspire a Nation teaches and get a better understanding of what Inspire a Nation brings to the table?


    A. Check out some of our videos, podcast, and interviews at https://www.inspireanation.org/Video/Audio-Resources 



    There a 10 Low-Cost Marketing Methods to market a small business,

    1.      Signage: Such as your business card, store front sign, yard signs, etc.,
    2.      Referrals: Referrals from customers and other professionals
    3.      Phone Calls: Phone calls you make or respond to, product hotlines, etc.,
    4.      Email: Emails you send or respond to, email collection forms with an autoresponder, etc.,
    5.      Text Messages: Inbound or permission based outbound text messages
    6.      Search Engine Results: Website, Articles, Blogs, Keywords, etc.,
    7.      Social Networking/Social Media: YouTube, Facebook, Instagram, Twitter, etc.,
    8.      Presentations: Face-to-face, group presentations, conference calls, webinars, etc.,
    9.      Lead Magnets: Webforms, email collection boxes, product hotlines, podcast, etc.,
    10.   Postal Mail: Postcards, letters, door hangings, etc


    Inspire a Nation and our member and partner agencies have spent millions of dollars figuring out what works and what methods are a waste of time, energy, and money.


    Let us share our knowledge, wisdom, and experience with your agency!


    © Inspire a Nation Business Mentoring

    PO Box 2115, Mansfield, TX 76063

    Phone: 682-206-3836 

    Email: helpdesk@inspireanation.org

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