May 21, 2024

Fix My Insurance Agency Workshop



279 Smithtown Blvd
Ste 3 Unit #1001
Nesconset, NY 11767



Date: May 23rd & 24th
Location: International Bowling Museum & Hall of Fame, Arlington, Texas

(Note: All Stations will include the setup of Automation and Technology necessary to perform the Process, Tasks, and Workflows discussed in the station)

STATION ONE – Getting Back to the Basics
9:00 AM – 9:50 AM
Introduction, Training Goals Explained, Walkthrough of the Customer Journey, Reviewing the Completed $10 Million Agency Questionnaires and Leadership Assessment Quiz.

STATION TWO – SEO and Marketing
10:00 AM – 10:50 AM
We will train the agents on the 6 Best Insurance Prospects and the 10+ Best Marketing Methods to reach them.

STATION THREE – SEO and Marketing Cont’d and our Vendor Trainers 10-Minute Introductions
11:00 AM – 12:00 PM
Also, during this hour we will introduce you to the vendor / Trainers who will lend their expertise and support throughout the workshop to help you implement the Best Practice Processes we teach at Inspire a Nation.

LUNCH: 12:00 PM – 1:00 PM

STATION FOUR – The Endorsement Process
1:00 PM – 1:50 PM
Using the Endorsement Process to generate new business and increase retention 85% of all incoming calls and emails in an insurance agency are some form of endorsement or policy change request.
Admin-focused tasks such as the Endorsement Process can be time and sales quicksand in an insurance agency. Suppose the agency does not have a defined process and accountability standards that make admin and service work revenue-producing tasks; in that case, admin tasks will become time and sales quicksand.

STATION FIVE – The Claims Process
2:00 PM – 2:50 PM
Using the Claims Process to increase referrals, life insurance, and increase retention.

STATION SIX: Selecting Staff KPIs
3:00 PM – 3:50 PM
KPIs or Key Performance Indicators are the foundation of getting the best results from agency staff, tools, and resources.

STATION SEVEN: How to pay, bonus, and commission agency team members
4:00 PM – 4:50 PM
In today’s competitive marketplace, you must have an agency compensation plan that benefits both the staff members and the agency.


STATION EIGHT: Agency Tools Necessary to Build a $10 Million Insurance Agency
9:00 AM – 9:50 AM
This session overviews the various tools every agency should have in place when building a $10 Million Insurance Agency. Tools include Agency Management Tools, CRM Tools, Google Tools and Services, P.E.T.S. with Video Tools (Phone, Postal Mail, Email, Text Messaging, and Video), and Search Engine Optimization Tools, and more.

STATION NINE: Set-up of Real-World Marketing and Lead Generation Campaigns
10:00 AM – 10:50 AM

STATION TEN: Set-up of Real-World Marketing and Lead Generation Campaigns
11:00 AM – 12:00 PM
Set-up of Real-World Marketing and Lead Generation Campaigns

LUNCH: 12:00 PM – 1:00 PM

STATION ELEVEN: The New Customer Onboarding Process:
1:00 PM – 1:50 PM
The New Customer Onboarding Process:
The agency did a lot of marketing and lead follow-up to get a new customer; now, you have to properly onboard them!
The way you onboard a customer will establish the foundation of the entire relationship. An excellent new customer process will increase premiums, increase policies, increase retention, increase referrals, and make customer service more efficient.

STATION TWELVE: The Retention Workflow Process
2:00 PM – 2:50 PM
Retention is the wealth-building foundation of an insurance agency. It is more than re-quoting to find a lower price. This session looks at preparing and reviewing customer records for an upcoming renewal, requesting updated information from customers to verify loss runs, worker’s comp info, employee salaries, etc.

STATION THIRTEEN: How to buy or sell an insurance agency
3:00 PM – 3:50 PM
How to buy or sell an insurance agency
Acquiring another insurance agency is the fastest and cheapest way to grow an insurance agency . . . if it is done the right way.
This training will overview what an agency needs to do to prepare to acquire another agency and what an agency leader needs to do to prepare to sell or merge the agency.

4:00 PM – 4:50 PM
Final Q & A and Close
After two days of training, demonstrations, and implementation, you will have questions. The workshop’s final station will allow you to ask what you and every other workshop attendee have on their notepad or in their head.



Questions about this INSUREU2 event?
Please contact us.


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