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(A Williams Family Investment Group Company)

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Wed, August 25, 2021 7:35 AM | Billy R. Williams, PhD. (Administrator)


2 – Part Mini-Workshop. Thursday, September 2nd and 16th at 12:00 PM Central (1 PM Eastern, 11 AM Mountain, and 10 AM Pacific.

September through December is a critical time for insurance agencies and their marketing efforts.

Here are some interesting facts you might not be aware of:

The two peak seasons for auto sales occur during the spring, from March through May and September through November.

The end of the peak season for New Homeowner Sales is August and September, which means intelligent agencies should continue and possibly increase their homeowner insurance marketing since most other agencies are slowing down and coasting until the end of the year.

September is Life Insurance Awareness Month.

August through October have had the highest rate of childbirths for the last 16 years. Childbirths and a New Baby in the house are primary insurance shopping triggers.

Does your agency sell Senior Products such as Medicare and Medicare Advantage? According to the AARP, 10,000 baby boomers are turning 65 every day, which is expected to continue into the 2030s. This means that nearly seven baby boomers are turning 65 every minute.

Does your agency offer health insurance? Here is a partial list of health awareness campaigns that run starting in September:

Pain Awareness Month

National Cholesterol Education Month

Blood Cancer Awareness Month

Childhood Cancer Awareness Month

National Atrial Fibrillation Awareness Month: 

National Childhood Obesity Awareness Month

National Prostate Cancer Awareness Month

National Sickle Cell Awareness Month

Ovarian Cancer Awareness Month

Does your agency sell Commercial Insurance? January is the primary month for new start-up businesses to incorporate. Based on the average commercial insurance sales cycle, those businesses will start shopping for their insurance three or four months out, September through December!

What about agency staff and team members? Is September through November a productive time for them?

Task-management software company, Redbooth, announced intriguing new research in 2018. Compiled over four years, the data revealed that the average worker is more productive in autumn. The average worker is 20 percent more productive in autumn than in the winter (11 percent more productive during the same timeframe than in spring and 7 percent more productive than in summer). The study also found that the most productive months of the year are September, October, and November.

Most agencies wait until January and February to ramp up the marketing, but if they just did a little research, they would see that January and February are literally the slowest insurance sales months of the year for almost every major type of insurance, whereas September through November rank first or second in sales in virtually every area of insurance.

Billy R. Williams, Ph.D., President of Inspire a Nation Business Mentoring and The Williams Family Investment Group (A group of 160+ Insurance Agencies that produce over a Billion dollars a year in new and renewal insurance premiums) has put together a list of 15 MARKETING CAMPAIGNS AND TASKS EVERY INSURANCE AGENT SHOULD DO TO CLOSE OUT THE LAST QUARTER OF THE SALES YEAR

Do you need detailed information and training on the 15 Marketing Campaigns and tasks? Register for our upcoming Webinars:

15. Each Week, reach out by (P.E.T.S.) Phone, Email, Text Messages (with verified permission), and Social Networking to all contacts with an upcoming birthday that week.



14. Create an Agency Introduction Video, post it to YouTube and Social Networks, and Phone, Email, and Text (With verified permission) it to all your contacts.



13. Start a LinkedIn or Facebook Group specifically for your primary target prospect or niche and invite all former customers and quoted-not-sold prospects to join the group.

12. Contact each customer that reported a claim and offer them a Life Insurance Quote and Appointment

11. Purchase Real-Time Internet Leads if you have the technology and automation to effectively work Real-Time Internet Leads; if not, purchase aged internet leads up to 89 days old, or 300 – 360 days old;

10. Go through your current book and accurately identify your agency's top 3 sources of leads. If it is Business Referral Partners or Customers, send them a small "Thank You" gift, and do a Social Networking write-up about them, and ask them to comment on the post why they send referrals to your agency;

9. Send out a LinkedIn request to 25 potential Business Referral Partners each week for the remainder of the year;

8. Reach out to all current Business Referral Partners by PETS and ask them to write or update a previously written Google Review by adding the current day/month/year to the end of the review;


7. Select two specific policy weaknesses that are prominent in your current book of business, such as "Low Rental Car Coverage Limits" or "Homeowners with no additional Jewelry Coverage," and perform a P.E.T.S. Contact Blitz;


6. Create a short "Are we still competing for your insurance business?" video and send it out by email to all of your "quoted-not-sold" prospects;

5. Create a short "We want you back" video and send it out by email and a Facebook Custom Audience Ad to all of your Former Customers;

4. Thoroughly Update your Google My Business profile;

3. Pick One Major Coverage or Product you want to offer your Book of Business and Send an Electronic Signature Declined Coverage Form to Every Customer that does not currently have the coverage or product;


2. Contact the claims advocate at your top 3 carriers and find out what the top 3 reported claim types for the year so far, and build marketing campaigns around those reported claim types;

1. Block off two hours per day to perform Revenue-Generating Activities


Do you want more of this knowledge and wisdom-based insurance agent mentoring?


Visit the Inspire a Nation Business Mentoring website at  

© Inspire a Nation Business Mentoring

PO Box 2115, Mansfield, TX 76063

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(Why a text message? Our team is always on a call or video web meeting supporting our mentoring members. A text allows us to respond at our earliest opportunity)

Texting to our Central Message Center is considered written permission for Inspire a Nation Business Mentoring and the Williams Family Investment Group to communicate with you by text message.



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