Inspire a Nation
Business Mentoring


Members

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We just added a new Level 3 "Off-Site Operations Manager" Membership! This is for Agents/Agencies that want to kick back and let the Inspire a Nation Team do all of the technology set-up, staff training, and spot-checking of KPIs. (See Details)


Inspire a Nation Business Mentoring Memberships

Level 1 Individual Insurance  Level 2 Insurance Agency Management Level 3 Off-Site Operations Manager 
$129.00/Month $349.00/Month $1000.00/Month
 "I Can Do It Myself, Just Need Resources""I Can Do It, But I Need Help""I Can't or Won't Do It"  
1X Month Web Mentoring Session 2X Monthly Web Mentoring Sessions Weekly Web Mentoring/Training Session
Video & Document Library Video & Document Library Video and Document Library
Biweekly Video and Podcast Resources Biweekly Member Only, Group, Step-by-Step Implementation Webinars Weekly Staff KPI Spot-Checks  
Data Super Center Not Included One Free Data Super Center Subscription
(1 - 15 Staff Members only)

One Free Data Super Center Inbound

Marketing Assistant Subscription


Phone & Email Support Phone & Email Support Phone & Email Support


1 - 15 Staff Members


1 - 50 Staff Members

The Agent/Agency Must be Interviewed and

Approved before signing up!

Text Your First and Last Name

and the phrase "Level 3" to 682-206-3836



Bi-weekly Accountabilty
Check-in Calls
Bi-weekly Accountabilty Check-in Calls
(Non Web Mentoring Weeks) 
Automation and Technology Set-Up Support



The top two questions that people ask about our Insurance Agent Mentoring Program


Q1. What is the difference between the Level 1, 2, and 3 Membership?


A1. Both Level 1 and 2 memberships give you access to our resource packed, step-by-step Video and Document Library. The main difference is:


  • Level 1 is for agencies that feel as though they have the discipline and the ability to implement processes and tasks in the agency and among the staff without a lot of supervision and accountability. They tend to say "Just give me the resources and I will do the rest."


  • Level 2 is for agents/agencies that want and want more direct mentorship from Dr. Williams and his team, more accountability, more help with implementation, more accountability, and more assistance with training the staff and team members in the agency. They tend to say "I know I am not always the strongest leader or the best trainer of my team, there is no need for me to try to do this by myself when I can count on you and your team to help me with implementation, training, and accountability for both me and the entire agency."


  • Level 3 Operations Manager Membership is our limited membership (We only take on 10 Level 3 Members at a time) Level 3 is for agents/agencies that want the Inspire a Nation Team to act as their off-site Agency Operations Manager.


  • An agent/agency must be interviewed and approved for the Level 3 Operations Manager Membership Level.

Once approved and signed up our team will:


  • Set up the technology and automation tools such as Email Templates, Electronic Business Cards, Appointment Scheduling Tools, etc., 

(Exception: New set-up of Agency Management Systems, CRMs/Lead Management Tools. We will help you maximize the use and functionality of these tools, but it is the selling vendor's responsibility for initial set-up, onboarding, and initial training.)


  • Train the staff weekly on core processes such as the Endorsement Process, Claims Process, New Business Process, etc.

  • Establish, Monitor, and Establish Staff KPIs per position and role in the agency

  • Utilize the Data Super Center to create Inbound Marketing Campaigns such as Landing Pages, Inbound Text Message Marketing, Product Hotline Marketing, etc.,

  • Work with the agent or the agency's dedicated Marketing Assistant to set up marketing campaigns such as Drip Email Marketing,  Outbound Telemarketing Campaigns, LinkedIn and Facebook Marketing Campaigns, etc.,


  • Help set up Retention Based Campaigns built around Policy Reviews and Policy Weakness Workflows






Q2. How long will it take before I see results from your insurance agent mentoring program?


A2. Immediately! If a process, tasks, or tool doesn't do one or more of the five "Increase Areas" listed below it has no place in your agency:

  1. Increase Premium
  2. Increase Policies
  3. Increase Retention
  4. Increase Referrals
  5. Make Customer Service Easier and More Efficient


Every process, task, and tool we help you implement is designed to immediately impact one or more of the five increase areas.



What benefits will I see if I properly utilize your Insurance Agency Mentoring Service?

  • Increase in Revenue Per Producer

  • An increase in the staff member's motivation and buy-in to working processes

  • More effective use of the current agency technology and systems (You don't need new technology, you just need to use it better!)

  • An Increase in Effective Marketing Activities

  • An Increase in Monthly: Item, Policy, and Premium Production

  • An Increase in Customer Satisfaction and Retention

  • A Reduced Number of Premium Decrease Endorsements

  • An Increase in the  Number of Premium Increase Endorsements

Other Benefits:
  • A Reduced Number of Broker of Record Request to Leave the Agency
  • An Increased Number of Broker of Record Request to Join the Agency
  • An Increase in Referrals
  • An Increase in Testimonials
  • A More Accurate and Sanitized Customer and Contact Database
  • More Efficient and Effective Use of the Agency's Technology
  • An Effective Process for Interviewing, Hiring, Training, and Accountability of Agency Staff
  • A More Profitable and Successful Agency





$10 Million In Revenue?


Our goal at Inspire a Nation Business Mentoring is to add $10 Million in revenue (Independent Agency) or $10 Million in Premium (Captive Agency) to your agency in 3 - 5 years.


That can't happen without an assembly line approach to growing your agency!


THE ASSEMBLY LINE STATIONS ARE:

CARRIERS ><Niche

PRODUCTS

THE MATH (Revenue per Producer, Amount of required leads, etc.)

CORE TECHNOLOGY TOOLS

5 BEST INSURANCE PROSPECTS

10 MAIN MARKETING METHODS

GENERATING PROSPECT LISTS

LEAD TRACKING METHODS AND TOOLS

LEAD FOLLOW-UP METHODS, TIMELINES, AND TECHNOLOGY

CALENDAR BLOCKING

CHECKLISTS AND WORKFLOWS

RECRUITING AND STAFFING

STAFF KPIs

PAY, BONUS, and COMMISSIONS

ADMIN TASKS

NEW CUSTOMER PROCESS

CLAIMS PROCESS

RETENTION PROCESSES

TRAINING AND PRODUCTION MEETINGS

ACCOUNTING, TAXES


Our mentoring program will teach you how to maximize each task on the assembly line! 


Watch the short video below that explains the assembly line approach



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



Inspy (Our chatbot assistant): http://bit.ly/module1inspireanation


Thank you for your interest in the products and services that we provide at Inspire a Nation Business Mentoring.


To help you better understand how we mentor and train, here is a link to Inspy (Our chatbot assistant): http://bit.ly/module1inspireanation


She will guide you through the exact same Module 1 that we take our member agents through.


This will help you fully experience the knowledge and wisdom we provide as part of our mentoring memberships



We easily and quickly help you change the culture of your insurance agency from the 20th century way of doing things to the 21st century way that things need to get done!


Because our mentoring is taught by investors that are also insurance agents, we mentor you on the best automated tasks, processes, and tools that will not only make you a great agency, but will also make your agency more valuable if you needed to get a loan or sell it one day.







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) 

Click here for more info about the DMSC


3. Access to the award winning Inspire a Nation Video and Document Library and the 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 podcast, videos, and webinar training sessions, sent to your inbox, on various topics that are important to staffing and running your insurance agency.


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.






Level 1 Insurance Membership - $129/Month or $1290 Annual 

(1x one-on-one web session per month)

(Individual Agencies with 1 - 15 Staff Members)

This level is for agents that have a good level of self-discipline and have no problem holding their team accountable for tasks and processes.

Members at this level do not need weekly accountability, just great resources and mentoring materials, and a monthly "mentoring, training, and accountability web session" with an IAN Mentor. 








 Our most effective membership level!


Level 2 Insurance Membership - $349/Month or $3490/Annual 

(Agents that want and require more accountability, coaching, and automation)


1. Agencies with 1 - 50 Staff Members (2x one-on-one web sessions per month)

2. Free Data and Marketing Super Center Subscription for agencies with 1 - 15 staff members
 


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.

This is the perfect level if you are "a little weak in your leadership skills," not technology savvy, and you want to change the culture of your agency.


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.)



(Click here to go directly to the application page and the insurance membership levels)





Level 3 Large Insurance Agency Membership

  • Level 3 Operations Manager Membership is our limited membership (We only take on 10 Level 3 Members at a time) Level 3 is for agents/agencies that want the Inspire a Nation Team to act as their off-site Agency Operations Manager.


Our team will:


  • Set up the technology and automation tools such as Email Templates, Electronic Business Cards, Appointment Scheduling Tools, etc., 


  • Train the staff weekly on core processes such as the Endorsement Process, Claims Process, New Business Process, etc.


  • Establish, Monitor, and Establish Staff KPIs per position and role in the agency


  • Utilize the Data Super Center to create Inbound Marketing Campaigns such as Landing Pages, Inbound Text Message Marketing, Product Hotline Marketing, etc.,


  • Work with the agent or the agency's dedicated Marketing Assistant to set up marketing campaigns such as Drip Email Marketing,  Outbound Telemarketing Campaigns, LinkedIn and Facebook Marketing Campaigns, etc.,
  • Help set up Retention Based Campaigns built around Policy Reviews and Policy Weakness Workflows

An agent/agency must be interviewed and approved for the Level 3 Operations Manager Membership Level

 

(Click here to go directly to the application page and the insurance membership levels)


Level 3 Insurance Groups, Clusters, and Aggregators Membership - $1000/Month (Groups with 5 - 20 Associated Agencies)

(Click here to go directly to the application page and the insurance membership levels)

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.,








Level 4 Insurance Carriers, Groups, Clusters, Aggregators, and Consultants that want to offer and use our materials as part of their offerings and resources.

Membership - $2500/Month 

One Year Contract Required

(10+ agencies that are part of the same cluster or group, but are independent agencies with different names and email domains. Email domains are the deciding factor between level 3 and level 4 memberships)

Email us at helpdesk@inspireanation.org for more information



$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 1/2 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

 Inspire a Nation Business Mentoring


What benefits will I see if I properly utilize your Insurance Agency Mentoring Service?
  • An Increase in Monthly: Item, Policy, and Premium Production
  • An Increase in Customer Satisfaction and Retention
  • A Reduced Number of Premium Decrease Endorsements
  • An Increase in the  Number of Premium Increase Endorsements
  • A Reduced Number of Broker of Record Request to Leave the Agency
  • An Increased Number of Broker of Record Request to Join the Agency
  • An Increase in Referrals
  • An Increase in Testimonials
  • A More Accurate and Sanitized Customer and Contact Database
  • More Efficient and Effective Use of the Agency's Technology
  • An Effective Process for Interviewing, Hiring, Training, and Accountability of Agency Staff
  • A More Profitable and Successful Agency
  • An Increase in Effective Marketing Activities

Q. How does Inspire a Nation accomplish the benefits you mentioned above?

A. By providing the agency and all team members of the agency:
    • The Inspire a Nation Video and Document Library. This is the most comprehensive and complete library of processes, job-aids, marketing tools, and mentoring resources available in the insurance industry specific to operating an insurance agency. If it happens in an insurance agency, it's in the video and document library!

    • Private web mentoring accountability and implementation session(s) for your agency with an Inspire a Nation process implementation specialist. We will train and role play the processes with your staff that is needed to help grow your agency;
    • Step by step: job-aids, scripts, screen captures, letter and email templates, automation and technology setup instructions, and process workflows that make it easy for you and your team to implement processes in your insurance agency;
    • A recommended process implementation downloadable tasks calendar focused on marketing, sales, service, and retention for your agency. Each member of the agency can download the calendar. This eliminates the "what should I do next?" question and adds another level of accountability;
    • Biweekly insurance agent specific group web training sessions. These 60 – 90 minute web sessions will introduce and reinforce key processes, tasks, and marketing campaigns that must happen for an agency to grow.  (This is not a private session, it is a group session that generally has 100's of attending agents);
    • 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;
    • Help desk support by phone and email from the Inspire a Nation support team;
    • (Special Note - We also provide the option to have an Inspire a Nation Mentor spend up to 3 days in your agency and provide hands-on training and mentoring to your agency team members. Get more information by clicking on this link: http://bit.ly/2agEtBq)


    As a member you are able to: Watch the mentoring sessions, download step by step workflow templates, job aids, scripts, screen captures, and take a training quiz to confirm you fully understood the mentoring topic.

     






    PayPal is our online merchant provider. If you do not have a current PayPal account one will be created for you when you enroll. If you have one but can't remember the password, or you prefer to create a new PayPal account for this membership, put the card you would like to use in the PayPal visitor section (You will see this section when you get to the invoice portion of the membership application) and a new PayPal account will be created for you. 



     




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    PO Box 2115, Mansfield, TX 76063


    Fot the fastest response Text your First Name, Last Name, and Question to our central message center at 682-206-3836

    (Why a text message? Our team is always on a call or video web meeting supporting our mentoring members. A text allows us to contact you at our earliest opportunity)

     

    Email: helpdesk@inspireanation.org


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