Implementing Insurance Agency Processes and Tasks - 30 Minute Lunch and Learn
The Fix My Insurance Agency Podcast
Release Date: 12/14/2022
The Fix My Insurance Agency Podcast
How to Obliterate Most Insurance Sales Objections Using These 6 Questions Tired of dealing with common insurance sales objections? These 6 Questions Will Change Everything. Most insurance agents hear the same objections: • The price is too high • I have to think about it • I need to talk to my spouse • I already have it at work But what if you could eliminate most of those objections before they ever come up? In this free training, Dr. Billy R. Williams breaks down the 6 questions every insurance agent should ask to uncover the real concerns behind the...
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The insurance industry is going through a period of rapid and often extreme rate increases. Many insurance agents and agencies avoid the dreaded rate increase conversation which leaves insurance customers unaware and often blind-sided by the new rates. While an agent doesn't set the rates that a carrier charges a customer, we do have things that we as agents can do to influence or modify a customer's insurance rates. In this training, I will share the 5 things an agent can do to influence a customer's rates and the 7 primary reasons insurance rates are exploding. This is a "must attend"...
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Sales Objection Pocket Guide by Billy R. Williams Unlock your full sales potential by picking up a copy of "The Best Responses to Overcome Sales Objections Pocket Guide by Billy R Williams." It's not just a pocket guide; it's your roadmap to sales excellence. Are you ready to take control of objections, build lasting client relationships, and achieve unparalleled success in your sales career? Say goodbye to missed opportunities and hello to a future where objections are mere stepping stones to your next big deal. Grab your copy now and let your sales journey be defined by success, not...
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How to control your emotions during an Insurance Rate Increase Conversation Emotion is the killer of a well structured Insurance Rate Increase Conversation. In this 15-Min Lunch and Learn I will explain in detail how to manage your emotions when having a rate increase conversation with an insurance customer. Key points in the session 0:08 Emotion is what is killing your rate increase conversations, 1:18 The 5 ways to influence an insurance customer's rates, 1:55 Why many of your competitors are lying to write new business, 6:50 Help the customer understand the consequences of making bad...
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Hello! I am Billy R. Williams Ph.D., president of Inspire a Nation Business Mentoring and CEO of the Williams Family Investment and Insurance Agency. (https://www.inspireanation.org/ and https://www.wfig.info/) I am often asked what a real-world coaching session with Inspire a Nation Business Mentoring is like? Gina Mcintosh, president of Mcintosh Insurance located in South Carolina, kindly allowed me to record and share one of our recent mentoring and coaching sessions. The focus of this session was discussing real-world situations that were happening with prospects and customers, and...
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Term Life Insurance Versus Permanent Life Insurance Pros and Cons Term Insurance is a type of life insurance that provides coverage for a specified period of time, typically between 10 and 30 years. It is a great option for those who want to provide financial security for their family in the event of their death. However, there are some potential drawbacks to purchasing a term insurance policy.
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Hi, on behalf of Dr. Billy R. Williams, president of the Williams Family Investment and Insurance Group, and President of Inspire a Nation Business Mentoring, welcome to this short class on Commercial Insurance In order to help you better understand the different policy types and coverage available on a commercial package policy, I am going to teach you using examples.
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Business Referral Partners are essential for insurance agents looking to grow and expand their customer base. By partnering with another business, insurance agents can increase referrals, access new markets, engage in cost-effective marketing, increase trust and credibility, and collaborate on new opportunities. These benefits can lead to increased sales, new customers, and a positive reputation. Do you have 20 active business referral partners sending you leads each month? If not, you need to check out our 15 Min Lunch and Learn Sessions. We will go over the best: Professions to target, How...
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Guess what? Insurance rates will continue to rise at an alarming rate for a while to come and you and your team had better learn to master the conversations! As an insurance agent, one of the most critical aspects of your job is to help customers understand the policies and coverage available to them and the rates associated with their policy(ies). Effective insurance policy rate increase conversations can mean the difference between great customer retention and profit sharing, and a bad loss ratio because of customers running out the door to shop for cheaper rates.. ...
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As insurance rates go up so should the number of insurance policy reviews within your agency! Sticking your head in the sand and hoping that customers won’t call and complain about rate increases will only cause you to lose customers, revenue, and profit sharing. While you can’t save every customer, an effective policy review process will allow you to address the customers that are at high risk for flight. Examples are monoline customers, customers with a premium increase higher than a trigger amount, customers with glaring coverage weaknesses on their insurance policies, and customers...
info_outlineIn less than 30 minutes you will be able to master implementing a new process, task, or workflow inside of your insurance agency.
In this session, Dr. Williams explains the S4TS Method of implementing a process or task in an insurance agency:
1. Standards
2. Time Blocking
3. Selecting the Best Tasks and KPIs
4. Tools and Automation
5. Training and Roleplay
6. Spot-checking and Retraining
Learn more at www.inspireanation.org