Mini-Workshop One: June 3, 2021 (Recording Posted for Active Members)
20+ Highly Effective Ways to Generate New Leads and Prospects for an Insurance Agency.
During this workshop we will use the acronym P.E.T.E.L.S.F. w/ Video to identify the 20 Best Marketing and Lead Generation Campaigns for an Insurance Agency
P.E.T.E.L.S.F. w/ Video = Phone, Postal Mail, Email, Text Messaging, Events, Lead Magnets, Landing Pages, Social Networking, Signage (Business Cards, Signs, and QR Codes), Face-to-Face, and Video (Including prerecorded videos such as YouTube and Live Video Chats)
Mini-Workshop 2: Thursday, June 17, 2021 at 12 PM Central (1 PM Eastern, 11 AM Mountain, 10 AM Pacific)
Lead Management and Quote Follow-Up Best Practices.
We will look at everything lead management including the best follow-up methods, the best follow-up timelines, and the best follow-up tools.
Mini-Workshop 3: Thursday, July 1, 2021 at 12 PM Central (1 PM Eastern, 11 AM Mountain, 10 AM Pacific)
The New Customer Onboarding Process - The Culture Builder of the Agency!
When properly onboarding a new customer using the Inspire a Nation Best Practices, the New Customer Onboarding process will
1. Increase Premium
2. Increase Policies per Customer
3. Increase Referrals
4. Increase Retention
5. Make Customer Service easier and more efficient for the customer and for agency staff members
6. Establish the type of culture that can lead to a $10 Million Revenue Insurance Agency