|Level 1 Individual Insurance||Level 2 Insurance Agency Management||Level 3 Large Insurance Agency|
|1X Month Web Mentoring Session||2X Monthly Web Mentoring Sessions||1X Monthly Web Mentoring Session|
|Video & Document Library||Video & Document Library||Video and Document Library|
|Data Super Center Not Included||One Free Data Super Center Subscription
(1 - 15 Staff Members only)
|One Free Data Super Center Subscription|
|Phone & Email Support||Phone & Email Support||Phone & Email Support|
1 - 15 Staff Members
1 - 50 Staff Members
50+ Staff Members/Offices that have
More than 10+ agencies? See level 4 membership
|Bi-weekly Accountabilty Check-in Calls
(Non Web Mentoring Weeks)
|Bi-weekly Accountabilty Check-in Calls
(Non Web Mentoring Weeks)
Note: Each fully paid Annual Inspire a Nation Insurance Agent Mentoring Membership
includes a complimentary Fix My Insurance Agency Workshop Registration!
Each registration allows two people to attend the workshop.
The second attendee MUST be an employee of the registering agency
With some minor adjustments for your technology and staffing structure, our Best Practices will work for any insurance agency regardless of the type of carriers, products, and services you provide. Your one-on-one sessions are pivotal in making the correct tasks adjustments and modifications.
See Below For Specific Insurance Agent Membership Level Information
Q. Why should you follow our best practices?
A. Each individual task in the video library had to generate or save the agency at least $1,000,000 in a 36-month period in order to make the cut for the Video and Document Library!
We use video, audio, screencaptures, polls, quizzes, role play, checklist, scripts, and a variety of other training resources to guarantee that you not only understand the process or tasks, but you can actually implement the process or task.
Here is one of our actual quizzes:
Q. Can you summarize the mentoring program for me?
A. Absolutely! Here are the check listed action steps
(1) Week 1: Agents are given a list of Best Practice technology tools and automated tasks that need to be in place to perform the best practice processes. (We don't care what tool, technology, or automation you use or have available to the agency. Our best practices are based on proven tasks, we don't care what tool or automation you use to perform the tasks!)
(2) Our mentoring program will walk through the technology and automation tools currently in use in the agency to verify or identify if the tool can perform actions such as email or letter merge, automatically send drip emails based on a triggering event such as birthdays, an upcoming policy renewal or reported claim, send a text message, etc.;
(3) If the current technology or automation can’t perform the tasks, we teach you a manual way of doing it, or we modify the process to fit what your agency can or can’t get done.
(4) Weekly - Add one new Best Practices Process to the agency's Process Calendar until all 23 Core Processes are in place. We break down each process into numbered tasks based on Inspire a Nation best practice recommendations;
(5) Weekly - Implement one new Marketing Campaign in the agency
Most agents/agencies report that they get more best practices tasks, processes, and automation implemented in our mentoring program than they have implemented in years the insurance agency.
A membership Includes:
1. A Monthly one-on-one web mentoring accountability and process implementation session with an Inspire a Nation Senior Mentor. (2x one-on-one web sessions per month for Level 2 Memberships)
We literally show you hour-by-hour, day-by-day, and week-by-week the tasks and tools you will need to double or triple the sales and retention in your agency. We do this by giving you numbered Action Steps to follow, step-by-step video instructions, and screen capture based training.
2. Free subscription to the Data and Marketing Super Center CRM (Level 2 and Level 3 Memberships)
3. Access to the award winning Inspire a Nation Video and Document Library and the 16 Week Agency Onboarding Program with step-by-step videos, job aids, scripts, and resources. (1000's of insurance agent specific training resources, at your finger tips)
4. Biweekly recorded webinar and/or article training sessions, sent to your inbox, on various topics that are important to staffing and running a small business.
5. Subscription to the Inspire a Nation E-Newsletter with tips and tricks that will keep you and your team motivated and engaged with tasks and campaigns that are important in your agency.
6. Email, phone, and web meeting support from the Inspire a Nation help desk team.
1. Agencies with 1 - 50 Staff Members (2x one-on-one web sessions per month)
This level is for agents/agencies that need some "hand-holding" and "accountabilty" and/or that need automation (or help using existing automation to help grow the agency)
This level is heavy on regular contact with your IAN mentor, accountability, training, and process implementation. Your mentor fills the role of a part-time, off-site agency manager.
Do not select this level if you are not serious about turning over control of agency training and staff accountability to your Inspire a Nation Mentor!
(The biweekly sessions will be used to train and role play with agency staff, accountability of process implementation, and technology set-up and use.)
Inspire a Nation Business Mentoring Memberships
Inspire a Nation Business Mentoring Insurance Membership Levels
Helping to drive your insurance agency to new heights!
Automation & Technology
Marketing & Advertising
Our experience shows that if you dedicate yourself, your team, and your technology to properly training and implementing the processes and tasks we teach you, you can turn your agency around in 12 - 16 weeks.
Example Claims Process Steps = Reported Claim + Initial Claims Email + Follow-Up Phone Call + Permission to Text Message + Policy Weakness Conversation + Etc.,
2 1/2 Day (Live) In-Office Mentoring
$7500.00 - 2 Day In-Office Mentoring
Hearing and reading about processes is one thing, receiving hands-on mentoring and seeing them properly implemented in your agency and the power of their effectiveness, takes your agency’s production to an entirely different level. The Inspire a Nation In-Office Mentoring Program is the most productive hands on training available in the insurance industry today!
This 2 day in-office mentoring is the perfect choice for agents that want hands-on mentoring and training.
(The preferred mentoring days are Wednesday – Friday)
All mentoring is provided at one insurance agency location unless agreed on prior to the arrival of the I.A.N. Mentor
You and your staff will walk away from this mentoring armed with the latest step by step processes that will immediately increase the up-sells, cross-sells, referrals, new sales, and retention numbers in your agency while simultaneously lowering your marketing cost. You and your staff will experience a new level of excitement about your agency!
Your Inspire a Nation Mentor will show you how to get the most out of existing agency technology.
Your staff will see your in-office mentor interact with your customers using the proper conversations, tools, and processes that we teach. No more wondering what it should look or feel like, you will see first-hand what it actually works.
Sponsoring agent(s) or organization is responsible for training location, all travel cost, and hotel of the I.A.N. Mentor and one assistant
What are current clients saying?
"I have been a member of Billy Williams’ mentoring program since 2007. The information and personal coaching I have received from him was instrumental in helping me achieve the number one agency in Texas with Allstate in 2010. Additionally, I was ranked in the top 1% country wide for 2011 - 2015. I do not feel I would have had the processes in place to have achieved this without his help, support and encouragement. I highly recommend Billy Williams and Inspire a Nation to help you achieve your goals!
$4500.00 - The One Day Group Mentoring Workshop
This one day, live, in-person workshop is the perfect choice for 10 or more agents that want hands-on training.
(Usually it is insurance carriers, groups, and clusters that schedule this type of group mentoring session. Individual agencies and partnerships generally schedule the 2 Day In-Office Mentoring Session. Click here for details and pricing.
This not a lecture! This is real world, real time setup of automation and processes. You will walk away from this workshop armed with the latest step by step processes that will immediately increase the up-sells, cross-sells, referrals, new sales, and retention numbers in your agency while simultaneously lowering your marketing cost. You and your staff will experience a new level of excitement about your agency!
The sponsoring group is financially responsible for all travel and lodging for the Inspire a Nation provided Mentor and one assistant. Travel and lodging ARE NOT INCLUDED in the $4500.00 mentoring fee.
One Hour Webinar or Conference Call
$0.00 for 100+ Registrants
$500 for less than 100 registrants
All registrations must process through the Inspire a Nation Go to Webinar registration link.
The sponsoring organization will provide a $500.00 refundable deposit. The deposit will be refunded as soon as 100+ registrations have been received and verified by Inspire a Nation.
All registrations will be verified by phone and/or email