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Biweekly Training Mini-Workshop: The 23+ Core Insurance Processes

  • Thu, May 05, 2022
  • Thu, May 19, 2022
  • https://www.inspireanation.org/Weekly-Implementation-Tasks

It is time to revisit the 23+ Core Processes it takes to Build a $10 Million Revenue Insurance Agency




USE THIS LINK OR THE VIDEO ABOVE TO GO TO THE 23 CORE PROCESSES TRAINING PAGE AND TO WATCH THE 90 MINUTE TRAINING VIDEO


(NOTE YOUR ENTIRE TEAM SHOULD WATCH THE VIDEO WITHIN THE NEXT 2 WEEKS)


THIS IS ACTIVE MEMBER TRAINING ONLY


THE FOUNDATIONAL ASSEMBLY LINE STATIONS


1. CARRIERS AND AGGREGATORS 


2. AGENCY STANDARDS AND CONSEQUENCES


3. TIME AND CALENDAR BLOCKING


4. TASKS, CHECKLISTS, AND WORKFLOWS = The 23 Assembly Line Stations


5. AGENCY TOOLS AND TECHNOLOGY


6. TRAINING AND ROLE-PLAY 


7. SPOT-CHECKING = Each Process and Tasks has its own specific spot-check workflow and standard



THE MARKETING FOCUSED ASSEMBLY LINE STATIONS


8.   THE 6 BEST INSURANCE PROSPECTS


9.   LEAD MANAGEMENT


10.   QUOTING/RATING/AND BINDING


11. SALES FORMULAS AND AGENCY REPORTS



AGENCY STAFFING FOCUSED ASSEMBLY LINE STATIONS


12.   STAFFING/HIRING/PAYING/ACCOUNTABILITY 

                                            

13.   Production Forecasting/Reviewing/Accountability


14. Admin Processes, and Trailing Documents



THE AGENCY OPERATIONS FOCUSED ASSEMBLY LINE STATIONS


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


16.   Endorsements Process


17.   Claims Process


18.   Business Referral Partner Process


19. Customer Referral Campaigns


20. Birthday Contact Process


21. Customer Review/Retention Process


22. Rate Increase/Remarketing Process


23. Emergency Contact Process


24. Cancelation/Termination Process


25. Life Insurance/Financial Services


Social Networking: Connections, Groups, Ads, Remarketing


Payments, Remittance, Premium Fund Trust Accounts


ADDITIONAL PROCESS: Book Keeping/Accounting



ADDITIONAL PROCESS: Carrier/Wholesaler Relationship, Technology, Reports



ADDITIONAL PROCESS Tax Preparation and Reporting








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