$10 Million Insurance Agency Online Workshop
Monday and Tuesday, March 16 – 17, 2021.
Here is the link to register for workshop: https://attendee.gotowebinar.com/register/5608464090913730832
The workshop will teach you how to add $10 Million in revenue (Independent Agency) or $10 Million in premium (Captive Agency) to your insurance agency using a step-by-step, assembly-line approach.
The Free 2 – Day Web Training is broken down into 14 Assembly Line Training Stations and Topics.
Download the Agenda: https://bit.ly/202110millionagencyworkshopagenda
Don't try to attend every single session, choose the specific session(s) and the best person(s) in the agency to benefit from the session(s).
This 2 - Day Online Workshop is an open session to all Insurance Agents (Members and Non-Members) and all agency staff members
The Free 2 – Day Web Training is broken down into 14 Assembly Line Training Stations and Topics.
CLICK ON THIS LINK OR THE "REGISTER NOW" BUTTON BELOW TO REGISTER
https://attendee.gotowebinar.com/register/5608464090913730832
See the Agenda Below
Don't try to attend every single session, choose the specific session(s) and the best person(s) in the agency to benefit from the session(s).
The real test of extraordinary processes is not just how they work when things are going good, but how they hold up when things go wrong.
The insurance agency process developed by the "trial-and-error" based tracking of the Williams Family Investment Group's insurance agencies and taught to member insurance agencies of Inspire a Nation Business Mentoring excelled during the coronavirus pandemic.
Everything from our focus on recommended coverage standards, using automated, templated communication tools, our use of Declined Coverage Forms, video for quote proposals and policy reviews, to our emphasis on agency-level mobile applications, allowed Inspire a Nation mentored agencies to maintain or increase their sales, retention, and revenue, during the pandemic shutdown.
Now you and your agency can get a "behind-the-curtain" look at the Inspire a Nation $10 Million Insurance Agency Mentoring System by attending specific training stations offered during our Free 2- Day Web Training Class.
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, Reviewing the Basics of Why we are in the Insurance Industry, Determining How Many Cold and Warm Leads the Agency Needs to Reach Its Sales Goals
STATION TWO:
10:00 AM – 10:50 AM
Establishing Recommended Agency Coverage Standards, Role-Play the Possible Consequences When a Customer Declines the Agency's Recommended Coverage.
STATION THREE:( Cont'd)
11:00 AM – 12:00 PM
Calendar Blocking the 14 Core Weekly Agency Tasks and Processes
LUNCH: 12:00 PM – 1:00 PM
STATION FOUR:
1:00 PM – 1:50 PM
Using the Endorsement Process to generate new business and increase retention
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. Suppose the agency does not have a defined process and accountability standards that make admin and service work revenue-producing tasks; in that case, admin tasks will become time and sales quicksand.
STATION FIVE:
2:00 PM – 2:50 PM
Using the Claims Process to increase referrals, life insurance, and increase retention.
STATION SIX:
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 SEVEN:
4:00 PM – 4:50 PM
How to pay, bonus, and commission agency team members
DAY 2 TRAINING STATIONS
STATION EIGHT:
9:00 AM – 9:50 AM
Marketing Tools Necessary to Build a $10 Million Insurance Agency
This session overviews the various marketing tools every agency should have in place when building a $10 Million Insurance Agency. Tools include Google Tools and Services, P.E.T.S. with Video Tools (Phone, Postal Mail, Email, Text Messaging, and Video), and Search Engine Optimization Tools.
STATION NINE:
10:00 AM – 10:50 AM
The First 10 Recommended Marketing Campaigns to Build a $10 Million Insurance Agency
This session deep dives into the 5 Best Insurance Prospects and the 10 Main Marketing Methods to reach them.
STATION TEN:
11:00 AM – 12:00 PM
Setting Up a Real-World Marketing Campaign!
No More Theory . . . In Real-Time, I will help one of the agency's attending the Online Workshop set up an active marketing campaign.
LUNCH: 12:00 PM – 1:00 PM
STATION ELEVEN:
1:00 PM – 1:50 PM
The New Customer Onboarding Process:
The agency did a lot of marketing and lead follow-up to get a new customer; now, you have to properly onboard them!
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 TWELVE:
2:00 PM – 2:50 PM
The Retention Workflow Process
Retention is the wealth-building foundation of an insurance agency. It is more than re-quoting to find a lower 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 THIRTEEN:
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.
STATION FOURTEEN:
4:00 PM – 4:50 PM
Final Q & A and Close
After two days of training, demonstrations, and implementation, you will have questions. The workshop's final station will allow you to ask what you and every other workshop attendee have on their notepad or in their head.
CLICK ON THIS LINK OR THE "REGISTER NOW" BUTTON BELOW TO REGISTER
https://attendee.gotowebinar.com/register/5608464090913730832
