Free Webinar
CRM, AI, and Insurance Agency Processes Live Workshop Series
Live, step-by-step workshops designed to help you build better systems and run your business with confidence. On the 1st and 3rd Wednesday, we focus on CRM and AI setup—phones, follow-up, automation, and workflows. The CRM workshop is for any buisiness leader, using any CRM tool that want to better understand how to use CRM functionality and AI Tools together.
On the 2nd and 4th Wednesday, we focus on insurance agency processes including: lead generation, lead follow-up, new sales, customer service, customer retention, scripts, templates, and tools.
The Wednesday workshops are for business owners who want to better utilize modern tools and technology, and insurance agencies that want proven processes that actually work.
Wednesdays at 12:00 PM Central
Webinar Presenters
Dr. Billy R Williams
Senior Trainer
What You Will Learn In The Workshop Series
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Step-by-Step CRM and AI Setup That Makes Sense
Learn how to correctly AI Text and Voice Chatbots, Missed-Call Text Back follow up, workflow automation,autoresponder campaigns and more without tech overwhelm. -
MISSED CALL TEXT BACK IN THE DATA SUPER CENTER CRM
When a customer calls and you miss it, this is when the magic starts
The system can send a text right away, so the caller does not slip away. -
Insurance Agency Best Practices
Consistency is the mainstay of a great insurance agency. We will share our time-tested best practice processes that produce over a billion dollars in new and renewal insurance premiums each year.
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Insurance Agency Workflows and Pipelines
Regardless of the Agency Management System and CRM combination you have in your agency, you will walk away from this training workshop with ready to implement tasks and steps.
