Inspire a Nation
Business Mentoring


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Inspire a Nation Business Mentoring Memberships

We are a NO CONTRACT service! Stay with as long as we help you grow your agency and cancel when you are ready.



(Agencies with 25+ Staff Members, Agency Clusters, Aggregators, Multiple Agency Groups, 3rd Party Consultants, Virtual Assistants, Carriers, etc., must join as a level 4 member to access the Video Library. (See our comprehensive Terms of Use) (Level 4 Membership Information)




HERE IS THE ACTUAL INTRODUCTION VIDEO OUR MEMBERS SEE ON MODULE ONE OF THE INSPIRE A NATION VIDEO AND DOCUMENT LIBRARY!




Level 1 Membership  Level 2 Insurance Agency Management Level 3 Off-Site Operations Manager 


$179.00/Month 



$399.00/Month


$1000.00/Month



 "I Can Do It Myself, I Just Need Resources"



"I Need Help and Little Hand-Holding"



"I Can't, Won't, or Don't Want To Do It Myself" 

 
Agencies with 1 - 25 Staff/Team Members




ALL LEVEL THREE SLOTS ARE FILLED! 


 


Phone, Email, and Text Message Support during Business Hours;


1X per Month One-on-One Agency Level Mentoring Session with a Senior Inspire a Nation Mentor;


1X per Month One-on-One Agency Level Process Implementation Support from the Inspire a Nation Help Desk;


Mini – Workshop Training the 1st and 3rd Thursday of Each Month



Phone, Email, and Text Message Support during Business Hours;


2X per Month One-on-One Agency Level Mentoring Session with a Senior Inspire a Nation Mentor;


2X per Month One-on-One Agency Level Process Implementation Support from the Inspire a Nation Help Desk;


Mini – Workshop Training the 1st and 3rd Thursday of Each Month



Weekly Agency Level Web Mentoring, Process Implementation Support, Training, Role-Play, and Spot-Check Sessions



Video & Document Library



Video & Document Library


Video and Document Library


Data Super Center Not Included


One Free Data Super Center

Inbound Marketing Assistant CRM Subscription (If Needed)



One Free Data Super Center Inbound

Marketing Assistant CRM Subscription (If Needed)




Sales Chatbot For The Agency Website 

(Additional Cost Required)

(Agency MUST have access to the HTML version of their website) 



Sales Chatbot For The Agency Website 

(NO Additional Cost Required)

(Agency MUST have access to the HTML version of their website)


Sales Chatbot For The Agency Website

(Included with Membership)

(Agency MUST have access to the HTML version of their website)

 


Phone & Email Support



Phone & Email Support


Phone & Email Support



Fix My Insurance Agency - $10 Million Revenue

2- Day Workshop

(Online Workshop Only unless an Annual Member!)



Fix My Insurance Agency - $10 Million Revenue

2- Day Workshop

(Online Workshop Only unless an Annual Member!)

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



Mini – Workshop Training the 1st and 3rd Thursday of Each Month

Every Two Weeks = Accountabilty Check-in Calls

(Non Mini-Workshop Weeks) 

Weekly Automation and Technology

Set-Up and 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. The main differences are:



 

LEVEL 1 MEMBERSHIP


  • Level 1 is for agencies with 1 - 25 staff 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, check on me once or twice a month and I will do the rest."




Level 1 Insurance Membership - $179/Month or $1790 Annual 


(Individual Agencies with 1 - 25 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. 


All staff/team members must share a common email address domain to be considered part of the same agency. (i.e. name@sameagencyname.com)


The Email Domain will be the deciding factor when determining separate agencies and entities.








 


LEVEL 2 MEMBERSHIP


  • Level 2 is also for agents/agencies up to 25 staff members that need and want more direct mentorship from Dr. Williams and his team. They want more accountability, more help with implementation, and more assistance with training the staff and team members in the agency. 
  • They tend to say "I know I am not always the best when it comes to implementing processes, training my team, or holding my team accountable. 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 2 Insurance Membership - $399/Month or $3990/Annual 


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



1. Agencies with 1 - 25 staff members that want Level 2 Membership Benefits


(2x one-on-one web mentoring sessions per month)



2. Free Data and Marketing Super Center Inbound Marketing Assistant CRM Subscription (If Needed)

 

Note: The Data Super Center Monthly Subscription Fee is waived for Level 2 I.A.N. Monthly Members ( 1 - 15 staff  Only). When the membership is canceled the DMSC monthly subscription returns to full price.



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 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 with 25 or less staff that want the Inspire a Nation Team to act as their part-time off-site Agency Operations Manager. 
  • They tend to say "I don't want to stress over setting my agency up to be a $10 Million Revenue Insurance Agency. I would rather pay more money for a few months and know that everything is set-up the right way, my staff is being properly trained and held accountable, and that the best marketing campaigns are being implemented. I know I can't do it, or just plain don't want to do it. I will let the Inspire a Nation team handle things."


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

Once approved and signed up for a Level 3 Membership 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., (If Needed)

  • 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


Level 3 Off-Site Operations Manager  Membership ($1000.00/Month)


The Level 3 Operations Manager Membership is a 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 4 MEMBERSHIP




        The Level 4 Membership is for:

         

        Agencies with 25+ Staff Members, Agency Clusters, Aggregators, Multiple Agency Groups, 3rd Party Consultants, Virtual Assistants, Carriers, etc., must join as a level 4 member to access the Video Library. (See our comprehensive Terms of Use) (Level 4 Membership Information)


        The Inspire a Nation Team will work with ONE DESIGNATED REP from the agency, group, cluster, carrier, or consultant service to set up all tasks and tools listed on this Setup Checklist. It is the responsibility of the Designated Rep to implement the tools and tasks within their organization.


        (Note: Inspire a Nation can support the ENTIRE organization with group training webinars, conference calls, and in-person training events. In-person training events require a separate agreement, are fee-based, and the organization is responsible for all travel and hotel cost to bring in an Inspire a Nation Mentor for in-person training)


        Level 4  Large Insurance Agency, 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


        Membership Guidelines = 25+ agency Staff or Multiple Agencies (Agencies, not agency offices that are part of the same agency)


        All staff/team members must share a common email address domain to be considered part of the same agency. (i.e. name@sameagencyname.com)


        The Email Domain will be the deciding factor when determining separate agencies and entities.


        The Inspire a Nation Team will work with ONE DESIGNATED REP from the agency, group, cluster, carrier, or consultant service to set up all tasks and tools listed on this Setup Checklist. It is the responsibility of the Designated Rep to implement the tools and tasks within their organization.


        (Note: Inspire a Nation can support the ENTIRE organization with group training webinars, conference calls, and in-person training events. In-person training events require a separate agreement, are fee-based, and the organization is responsible for all travel and hotel cost to bring in an Inspire a Nation Mentor for in-person training)



        Email us at helpdesk@inspireanation.org for more information



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


        A2. Immediately! Starting the first day that you and your team start using any one of our best practice processes or tasks, you will see an impact in one or more of the five "Increase Areas" listed below:

        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."



        Use Google Chrome for the best experience with our website

        ACTIVE MEMBERS: SCROLL TO THE BOTTOM OF THE PAGE OR CLICK ON THE VIDEO BUTTON TO REGISTER FOR THE UPCOMING STAFF TRAINING MINI-WORKSHOP OR TO VIEW THE LATEST RECORDED BIWEEKLY MINI-WORKSHOP.




        A QUICK WORD FROM THE INSPIRE A NATION FOUNDER AND PRESIDENT



        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.




        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

        AGENCY STANDARDS (Minimum Recommended Coverage, 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 for two attendees! (Live Workshop Only)


        Our Virtual 2-Day Workshop is included with all membership levels)



        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






        $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



        Active Member Training: The 1st and 3rd Thursday of the month at 12:00 PM Central (1 PM Eastern, 11 PM Mountain, 10 AM Pacfic).

        All live sessions are recorded and available 24 x 7!

        UPCOMING TRAINING TOPIC:

        3 Part Mini-Workshop Series: Best Practices for Generating Leads, Lead Management, and New Customer Onboarding

        Missed a previous session? No Problem! Click on the Workshop Button to View Recorded Sessions




        © Inspire a Nation Business Mentoring


        PO Box 2115, Mansfield, TX 76063


        For 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


        Website Privacy Policy and Video and Document Library Terms of Use

         

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