The 5 CRM Workflows That Power Profitable insurance Agencies

    • Session 1 - Lead Generation Workflows Targeting the 6-Best Insurance Prospects (Including Scripts, Templates, Videos, AI Tools, and Outreach Intervals)
    • Session 1A - New Lead Follow-up Workflow (Including Scripts, Templates, Videos, AI Tools, and Outreach Intervals)
    • Session 2 - Quote-to-Close Workflow (Including Video Proposals, Appointment Calendar, AI Tools, and Downloadable Resources)
    • Session 3 - New Customer Onboarding (Including New Customer Onboarding Video, Declined Coverage Forms, Agency Mobile Apps, Outreach Intervals, Online Reviews, and Referrals)
    • Session 4 - Pre-Renewal Workflow (Including Scripts, Templates, AI Tools, Mobile Apps, Videos, and Outreach Intervals)
    • Session 5 - Former Customer Win-Backs and Quoted-not-Sold Workflows (Including Scripts, Templates, AI Tools, Videos, and Outreach Intervals)
  • Inspire a Nation is launching a 5-week live training series to help agency owners, office managers, and producers build the 5 most powerful CRM Workflows to support their insurance agency..
     
    Each session is packed with scripts, automation tips, workflow strategies, and real-life examples.
     
    Here’s what you’ll learn:

    - How to turn new leads into scheduled appointments

    - How to convert quotes to sales faster

    - How to onboard clients and stop cancelations

    - How to nurture current policyholders

    - How to manage renewals and win back lost customers

  • Billy R Williams

    Presenter

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