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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)

  
  

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

  
  

  
  

  $499.00 FOR NON MEMBERS (NON MEMBER REGISTRATION)

  
  

  
  

  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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