Inspire a Nation
Business Mentoring


(Oct 2018) 2-Day Workshop: The "Fix My Insurance Agency" Process Implementation Workshop

  • Mon, October 29, 2018
  • 9:30 AM
  • Tue, October 30, 2018
  • 4:30 PM
  • Hilton Garden Inn South, Arlington, Texas


Registration is closed

(Click here to download the full workshop agenda)

(Click here to only hear the audio -

2-Day Workshop: 

The "Fix My Insurance Agency" Process Implementation Workshop.

Workshop Dates

Monday and Tuesday, October 29th - 30th, 2018, or

Time: 8:30 AM - 4:30 PM


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

Cost: $499/Non Inspire a Nation Member Agency (2 Live Attendees, Unlimited Agency Staff Webinar Attendees)

Active Inspire a Nation Member - $399/Agency (2 Live Attendees, Unlimited Agency Staff Webinar Attendees) 

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

We will also provide two specialty sessions: Agent Succession Planning and Estate Planning!


Should I Attend The Workshop?

(Can't see the question box? Go to

“The Fix My Insurance Agency” Workshop Q and A

Q. How much does the workshop cost?

A. $499/Agency (2 Live Attendees, Unlimited Agency Staff Live Webinar Attendees)

Active Inspire a Nation Member - $399/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. Who are the sponsors?

A. There are no sponsors! The purpose of the implementation workshop is to show you in a step-by-step manner how to implement the core 23 insurance agent processes utilizing your current tools, technology, and staff, not to sell you stuff.

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 to attend a workshop. 

We have three workshops scheduled so a total of 300 agencies can participate. 

Why you ask? Because more than 100 an 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 all three workshops?

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 

© Inspire a Nation Business Mentoring

PO Box 2115, Mansfield, TX 76063

Phone: 682-206-3836 


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