Inspire a Nation
Business Mentoring


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We just added a new Level 3 "Off-Site Operations Manager" Membership! This is for Agents/Agencies that want to kick back and let the Inspire a Nation Team do all of the technology set-up, staff training, and spot-checking of KPIs. (See Details)

(March 26 - 27, 2020) "Fix My Insurance Agency" 2 - Day Process Implementation Workshop

  • Thu, March 26, 2020
  • 8:30 AM
  • Fri, March 27, 2020
  • 5:00 PM
  • Open the "Show Details" tab to register

Registration

  • Use the special registration link found on this page and on the Fix My Insurance Agency Tab

    All agency staff and team members are encouraged to participate in the Online Workshop!

Register at https://attendee.gotowebinar.com/register/6175894546764671501


This is the ONLY link that provides a free registration to the March 26 - 27, 2020 Fix My Insurance Agency Workshop



WE JUST ADDED A MARCH 26 - 27, 2020 WEB-BASED, 2-DAY, FIX MY INSURANCE AGENCY BEST PRACTICES WEB EVENT!


THE MARCH 26 - 27, 2020 WEB-BASED WORKSHOP IS FREE TO ALL INSURANCE AGENCIES (MEMBERS AND NON-MEMBERS AS WELL AS THEIR STAFF) 



The March 26 - 27, 2020 Fix My Insurance Agency 2 - Day Workshop will be an ONLINE event that is free to all agencies (Member and Non-Member Agencies as well as their staff that registers)


SEE BELOW FOR THE ONLINE WORKSHOP AGENDA


Why is the March 26 - 27, 2020 Fix My Insurance Agency Workshop Online?

·        Safety – No threat of contracting a virus or being quarantined

·        No travel or travel-related cost

·       More total agencies can participate

·        Agencies can assign staff members to participate in specific training stations

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

We welcome all of the solution providers that will be on hand during the ONLINE workshop to help with implementation of processes.









Upcoming Workshop Dates:



Cost: FREE


March 26 - 27, 2020 


Not an active member? Sign up at https://www.inspireanation.org/member-application



Time: 9:00 AM - 5:00 PM (CENTRAL)


(7:00 PM - 9:00 PM Day 1 - Additional Implementation Support)


 

Location: 

Online Web Training - Confirmation sent after completing the registration


ONLINE FIX MY INSURANCE AGENCY WORKSHOP AGENDA

Note: All training times are CENTRAL TIME! Please adjust based on your local time zone. 

(Example: 9 AM Central = 10 AM Eastern, 8 AM Mountain, 7 AM Pacific)


Day 1 TRAINING STATIONS


STATION ONE:

9:00 AM – 9:50 AM

 Introduction, Training Goals Explained, 4 Types of Discipline, Agency Math Formulas


STATION TWO:

10:00 AM – 10:50 AM

Setup and demonstration of core technology tools


STATION TWO:(Cont’d)

11:00 AM – 12:00 PM

Setup and demonstration of core technology tools


LUNCH: 12:00 PM – 1:00 PM


STATION THREE:

1:00 PM – 1:50 PM

Generating a prospect list, Lead Tracking Methods, and Tools


STATION 4:

2:00 PM – 2:50 PM

Lead follow-up method and timelines, Calendar Blocking best practices


STATION 5:

3:00 PM – 3:50 PM

Selecting Staff KPIs

KPIs or Key Performance Indicators are the foundation of getting the best results from agency staff, tools, and resources


STATION 6:

4:00 PM – 4:50 PM

How to pay, bonus, and commission agency team members


DAY 1 ADDITIONAL ASSISTANCE:

7:00 PM – 9:00 PM

Vendors and Inspire a Nation staff will be available by web meeting to offer additional assistance and support. Each vendor will have a specific web meeting classroom.


DAY 2 TRAINING STATIONS

Note: All training times are CENTRAL TIME! Please adjust based on your local time zone.

(Example: 9 AM Central = 10 AM Eastern, 8 AM Mountain, 7 AM Pacific)


STATION 7:

8:00 AM – 8:50 AM

How to locate, interview, hire, and onboard agency staff members

Hiring, Training, and Accountability are one of the most important leadership-controlled aspects of operating an agency. Our program provides an Employee Handbook, Staff Training Guide, Staff Activities Checklist, and other resources that help with Staffing, Training, and Accountability.


STATION 8:

9:00 AM – 9:50 AM

The New Customer Onboarding Process:

The way you onboard a customer will establish the foundation of the entire relationship. An excellent new customer process will increase premium, increase policies, increase retention, increase referrals, and make customer service more efficient.



STATION 9:

10:00 AM – 10:50 AM

The Endorsement Process

85% of all incoming calls and emails in an insurance agency are some form of endorsement or policy change request. Admin focused tasks such as the Endorsement Process can be time and sales quicksand in an insurance agency if the agency does not have a defined process and accountability standards that make admin and service work revenue-producing tasks in the agency, not just time and sales quicksand tasks.


STATION 10:

11:00 AM – 11:50 AM

The Claims Process

The Claims Process should be more than just a touchpoint, it should be a process that will increase premium, increase policies, increase retention, increase referrals, and make the customer feel informed, safe, and protected.


STATION 11:

1:00 PM – 1:50 PM

The Retention Workflow Process

Retention is the wealth-building foundation of an insurance agency. It is more than re-quoting to find a cheaper price. This session looks at preparing and reviewing customer records for an upcoming renewal, requesting updated information from customers to verify loss runs, worker’s comp info, employee salaries, etc.


STATION 12:

2:00 PM – 2:50 PM

The Policy Review Process

A good policy review process should be a process that not only protects the agency from an E&O complaint, but increases premium, increases policies, increases retention, increases referrals, and adds value to the customer/agency relationship.


STATION 13:

3:00 PM – 3:50 PM

How to buy or sell an insurance agency

This training will overview what an agency needs to do to prepare to acquire another agency, and what an agency leader needs to do to prepare to sell or merge the agency with another agency.


STATION 14:

4:00 PM – 4:50 PM

Final Q & A and Close

After two days of training, demonstrations, and implementation, you will have questions. The final station of the workshop will allow you to ask the questions that not only you but every other Fix My Insurance Agency Online Workshop attendee has on their notepad or in their head.


© 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 contact you at our earliest opportunity)

 

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