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• April 30, 2025 - The 5 Workflows and Pipelines That Power Profitable Agencies: A 5-Week CRM Success Series

  • Start
    Wed, April 30, 2025
  • End
    Wed, May 28, 2025
  • Location
    Registration opens Wednesday April 23, 2025

  (Wednesday April 30, 2025 at 12 Noon Central) 

  
  

  PRICE?

  
  

  FREE TO ALL ACTIVE INSPIRE A NATION MEMBER AGENTS (CLICK HERE TO REGISTER)

  
  

  $499.00 FOR NON MEMBERS (NON MEMBER REGISTRATION)
  

  
  

  All staff of an active member agency can attend at no additional cost! 

  
  

  
  

  
  

  
  

  CLICK HERE OR SCAN THE QR CODE FOR MORE DETAILS

  

  Join the membership first and get the 5 - Session Series for free! (Click Here to join)

  
  

  The 5 Workflows and Pipelines That Power Profitable Agencies: A 5-Week CRM Success Series

  
  

  - FREE for Active Inspire a Nation Members

  (Active Members log into the Main Page of the Video Library to register at no cost)

  
  

  - $499.00 for Non Members (Register Here)

  
  

  WHEN:

  The first session is Wednesday April 30, 2025 at 12 Noon Central

  
  

  WHAT:

  Starting soon, I’ll be teaching a 5-week online CRM training series that breaks down the 5 most important daily pipelines your agency should be running:

  
  

  SERIES AGENDA

  Session 1 - Lead Generation Workflows Targeting the 6-Best Insurance Prospects (Including Scripts, Templates, Videos, AI Tools, and Outreach Intervals)

  
  

  Session 1a - New Lead Follow-up Workflow (Including Scripts, Templates, Videos, AI Tools, and Outreach Intervals)

  
  

  Session 2 - Quote-to-Close Workflow (Including Video Proposals, Appointment Calendar, AI Tools, and Downloadable Resources)

  
  

  Session 3 - New Customer Onboarding (Including New Customer Onboarding Video, Declined Coverage Forms, Agency Mobile Apps, Outreach Intervals, Online Reviews, and Referrals)

  
  

  Session 4 - Pre-Renewal Workflow (Including Scripts, Templates, AI Tools, Mobile Apps, Videos, and Outreach Intervals)

  
  

  Session 5 - Former Customer Win-Backs and Quoted-not-Sold Workflows (Including Scripts, Templates, AI Tools, Videos, and Outreach Intervals)

  
  

  - Turn leads into appointments

  - Convert quotes to closed policies

  - Effectively Onboard clients to prevent early drops

  - Keep policyholders loyal and happy

  - Win back lost clients and fix renewals

  - Use technology to automatically locate and engage commercial leads 

  
  

  You’ll get my recommended scripts, tools, and step-by-step process to set this up inside your CRM or automated tools.

  
  

  We will also show you how to: 

  
  

  - Help overcome weak policy quoting practices in your agency 

  (Often quoting is the bottleneck that holds agency production hostage!)

  
  

  - Make better use of your agency Mobile App

  
  

  - Use Text and Voice Based Chatbots to help support your agency

  
  

  - Make your Virtual Assistant's Revenue Drivers not just cheap labor.

  
  

  The first session is  Wednesday April 30, 2025 at 12 Noon Central

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