Free Webinar
$7.4 Million Insurance Premium in 2 Years
It has been 24 Months since Dr. Williams opened WFIG agency with and for his kids. The Williams Family Insurance and Investment Group agency has produced 7.4 Million in premium in those 24 months.
We didn’t guess our way to success—we followed a clear plan and used the right people, tech, and processes. In this free webinar, we’ll show you exactly how we did it.
Active Inspire a Nation Members will have access through the Video Library to the exact Phone and Voicemail Scripts, Email and Text Message Templates, Chatbot and Downloadable Resources Schedule, as well as the recommended staff tasks we use in the agency.
These tasks are designed for an Automated CRM, but can be accomplished manually if you are limited by your technology.
Wednesday, March 26, 2025 1 PM Central, 2 PM Eastern, 12 Mountain, 11 AM Pacific
Webinar Presenters
Billy R Williams
Presenter
What You Will Learn In The Webinar
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You’ll see how we used:
- A reliable stream of leads from smart list tools
- Referral partnerships that brought us hot, ready-to-buy prospects
- A part-time appointment setter that worked smarter, not harder
- Web forms and chatbots that handled data collection 24/7
- Video proposals that closed deals faster
- A quote team that allowed producers to focus on selling
- A simple but powerful CRM pipeline
- And more...
If you're tired of guessing and ready to grow, you can’t miss this webinar.
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The 10 CRM Pipeline Stages that should operate in an insurance agency
Your agency could need fewer or more automated pipelines depending on your staffing and goals
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Overview of a few of the Phone, Email, and Text Message Templates we use in our pipelines and stages
What you say, how you say it, and when you say it is the secret sauce that makes a CRM Pipeline magical. While I won't share all of the templates we provide to our partner agencies and active Inspire a Nation members, I will give you enough to get you up and running.
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Optional Tools and Technology such as Mobile Apps, Chatbots, Videos
Tools such as mobile apps, chatbots, and videos can put your CRM Pipelines on steroids!
