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8 Ways to Transform Your Agency

Average to Awesome:

Lora UllerichDigital Media Specialist

[email protected]

Session Framework

Billy R. Williams, Ph.D. Inspire a Nation Business Mentoring

Inspireanation.org

•President of Williams Family Agency Investment Group.

•26 Agencies with over $400 Million production.

•President of Inspire a Nation Business Mentoring .

•100s of member agencies from all carriers and types of insurance.

•Expert at helping agencies double or triple their current production.

Background

•Cole Directory published in 1947.•Crisscross directory of addresses & phone numbers.•Invaluable information for a number of industries:

•Telemarketing•Debt collection •Law enforcement

•Today, web-based lead generation for businesses.

Background

Jack Cole

www.colecommunity.com

Features:• Webinars• Playbook

download• Articles• Buddy’s Blog• Resources

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Three Types of Agency Tasks:• Automatic—Drip emails, text messaging, and on-

line forms in place to guarantee that a task or conversation always occurs.

• Automated –A specific situation or event triggers an automatic conversation or action.

• Tracking—Continually monitoring the steps and results of each task to guarantee favorable results and the best ROI.

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12 Month Production Results• 20,967 new policies were produced •Averages out to 76 new P & C policies per agency, per month. •20,967/23 = 911, 911/12 = 76

• 1836 new Life Insurance Policies were produced•Averages out to 8.5 Life Policies per month. •1836 policies/18 producing agencies = 102 per agency / 12 months = 8.5

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Auto and Home Processes: 8 Processes1. Outsourced Telemarketing

2. X-Date & Re-Quote Live Calls w/Pay Per Quote Campaign

3. Aged Internet Leads

4. Business Referral Partners (Realtors, New and Used Car

Reps, Attorney’s, Charity Pay Per Quote)

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Auto and Home Processes: 8 Processes (Continued)

5. Agency Referral Campaign

6. In-Office Telemarketing W/Pay per Quote Campaign

7. Live Birthday Calls to Prospects and Emergency Contacts

8. Home Owner X-Date Mailings w/ Pay per quote and

Conference Call Option

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Tracking Spreadsheets

• New Business Tracking Log.

• Marketing Assistant Tracking Log.

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Life Insurance: Top 6 In-House Processes1. Claims Process w/ Life Appt. Selection/Rejection Form2. New Customer Process 3. Endorsement - Optional Coverage Form 4. Orphaned Life Policies Beneficiary/Contingent Beneficiary Review 5. Life Quote Birthday Mailings and Emails w/ Follow up call6. Customer Policy Reviews

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Life Insurance Continued: Top 6 Outside of Agency Processes1. Group Presentations2. Aged Internet Leads

3. Pay Per Quote Campaigns4. Mailings w/Pay per Quote and Conference Call Option to Homeowners

5. Business Referral Partners (Realtors, CPA’s, Attorney’s) 6. Door Hangings

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