Do you know that almost all of your preferred insurance customer data is handled by one insuretech company? Ask any independent agent if they have heard of IVANS, and they will undoubtedly say yes. In fact, most will tell you they have an IVANS account. But, if you ask them how IVANS operates? Where the IVANS connectivity with carriers, agency management systems, and agencies is headed in the next 12 months? And, how an agent can maximize their book growth by leveraging IVANS data, you will ofte...
Jul 08, 2021•47 min•Season 3Ep. 1
HOW TO EFFECTIVELY STAFF AN INSURANCE AGENCY (Including Virtual Assistants and Work-From-Home Team Members) We will look at: 1. Staffing requirements for an agency based on book size and premium under management; 2. The top 10 ways to locate and attract agency staff prospects; 3. How to Interview Agency Staff Prospects; 4. Testing and Assessing the Agency Staff Prospect 5. Virtual Assistants and Work-from-Home Staff...
May 08, 2021•1 hr 35 min•Season 2Ep. 200
Agent Intelligence host Jason Cass interviews Billy R. Williams 10 Months ago Dr. Williams decided he wanted to start playing golf. Besides becoming a decent golfer, he discovered that the principles that he applies in being the head of a billion-dollar insurance agency-focused investment group, perfectly align with the lessons he has learned in golf. If you love golf or business you must listen to this interview. The Fix My Insurance Agency Podcast is listed as one of the top 15 insurance-focus...
Feb 21, 2021•1 hr 9 min•Season 2Ep. 2
Lack of calendar blocking tasks is a major weakness in most insurance agencies. This master class will teach you how to eliminate that weakness. This master class will teach you: How to determine the agency's most important KPI's and Tasks Decide the who, what, when, and how to manage calendar blocking in an insurance agency Review the actions that must be taken by staff when staff or team member does not stick to their calendar blocked schedule and tasks. The Fix My Insurance Agency Podcast is ...
Jan 22, 2021•56 min•Season 3Ep. 1
A large captive agency is usually between 5 - 10 Million in Premium. Craig Wiggins has blown those numbers away, reaching (as of this recording) 36 Million in Premium! This interview shows how much alike the two titans of the insurance industry are in thoughts and actions. If you are an independent agency leader, you SHOULD listen to this podcast interview. If you are a captive insurance agent, you MUST listen to this podcast interview. The Fix My Insurance Agency Podcast is listed as one of the...
Nov 26, 2020•1 hr 3 min•Season 1Ep. 24
View on YouTube: https://youtu.be/vG8YoET8IVQ In this training session, Dr. Williams explains in detail the Top 9 Insurance Marketing Campaigns to Close Out The Sales Year. Q. Who should listen to this training session? A. Every Insurance Agency that wants to be trained on the Top 9 Marketing Campaigns to Close out the Insurance Sales Year, Because I will explain the campaigns in detail, give you tips and tricks that make them easier to implement and produces better results, and I will give you ...
Oct 17, 2020•58 min•Season 2Ep. 120
An Automated dialer is a piece of software that helps automate the outbound dialing process, eliminating the need to sort through a list of contacts and manually dial out to them. A Power-Dialer or Automated Phone System that tracks and measures call volume is a must-have if you or your staff make outbound marketing calls to list such as "Quoted-not-Sold Lists", "Birthday Lists", "Win-Back Lists", or "X-Date Lists" On this recorded conference call, I will explain the 4 primary types of automated...
Sep 19, 2020•18 min•Season 1Ep. 126
This training teaches you how to create effective Business Referral Partnerships. Q. What is a Business Referral Partnership? A. A company or individual professional that sends you a direct referral, allows you to speak to their network by webinar, conference call, live event, etc., shares information about your products and services on the website, newsletter, or blog, or that helps cost-share an event or advertising campaign. Q. Major problem having a large amount of Business Referral Partners...
Sep 03, 2020•58 min•Season 1Ep. 131
Watch on YouTube: https://youtu.be/ftcWjgKAoio Dr. Billy Williams sits down with Steve Mohr of Lightspeed Voice They discuss topics including integrations, video conferencing with electronic signature capabilities, inbound and outbound call tracking, softphones, call recordings, etc., and how to decide what tool to use. The Fix My Insurance Agency Podcast is listed as one of the top 15 insurance-focused podcasts in the world by Feedspot; https://blog.feedspot.com/insurance_podcasts/...
Aug 18, 2020•29 min•Season 1Ep. 130
Watch on YouTube: https://youtu.be/sA1Oze2bkOU This is a question that I get asked daily. Insurance Agents are bombarded with emails and social media posts from insurance coaches, gurus, and other insurance agents touting their lead generation services, CRM tools, Agency Management Systems, and other things that will help an agency improve its operations. Those options become even more confusing when an agent attends multiple conferences and workshops and is bombarded with all of the tools, serv...
Aug 11, 2020•7 min•Season 1Ep. 129
Watch on YouTube: https://youtu.be/GP-mgEymQtI This podcast explains how most of the racial divide problems can be reduced if people could eliminate the sense of helplessness and hopelessness that makes people angry. That anger is one of the things that keeps the racial divide so strong in today's society. The Fix My Insurance Agency Podcast is listed as one of the top 15 insurance-focused podcasts in the world by Feedspot; https://blog.feedspot.com/insurance_podcasts/...
Aug 02, 2020•51 min•Season 1Ep. 128
You probably have 100's or 1000's of prospects that you have talked to over the years that have not purchased your products or services. This short training will walk you through the Quoted but not sold marketing process. This training teaches you the P.E.T.S Method: Phone, Email, Text Message, and Social Networking. The Fix My Insurance Agency Podcast is listed as one of the top 15 insurance-focused podcasts on the internet: https://blog.feedspot.com/insurance_podcasts/...
Aug 02, 2020•6 min•Season 1Ep. 127
Watch on YouTube https://youtu.be/6Wt3EMRQrtA www.inspireanation.org Your actions are a reflection of the denomination you think in, and the denomination you think in is a reflection of your history, insecurities, and current networks. Some people think in hundreds, some people think in thousands, some people think in a hundred thousand, and some people think in millions. If you are in business your business will reflect the denomination you think in! If you are in business your business will re...
Jul 30, 2020•10 min•Season 1Ep. 126
https://youtu.be/HKj69QoERYg In this video newsletter, we discuss three topics. The upcoming (free) 2-Day Marketing Campaigns of a $10 Million Revenue Insurance Agency. How to run a Quoted-not-Sold Marketing Campaign. Chatbots: The low-cost tech that could help resolve some of your sales staff issues. The Fix My Insurance Agency Podcast is listed as one of the top 15 insurance focused podcast in the world by Feedspot; https://blog.feedspot.com/insurance_podcasts/...
Jul 23, 2020•13 min•Season 1Ep. 125
Watch on Youtube: https://youtu.be/OXIxlwAvLdc Matt Sapaula (Money Smart Guy) and Billy R. Williams, Ph.D., have an in-depth discussion on team building to create wealth. Matt Sapaula is the co-owner of PHP Agency inc. He co-hosted the reality personal finance show for two seasons on MSN Money, called The Invested Life , which was sponsored by TD Ameritrade. Matt also hosts the financial podcast, Money Smart Show and is a financial personality known as the "Money Smart Guy" in the media. The Fix...
Jul 02, 2020•47 min•Season 1Ep. 124
https://youtu.be/jDPvwlDU-Mc If you are like most agents, you hate having to use 3 or 4 different technology tools to get things done in the agency. As much as you need an Agency Management System for policy administration and much more, you also need a system for Sales, Contact Management, and Marketing Automation! Now the question is which one? In this webinar, we will explore one such option. Vertafore’s AMS360 and its integration with InsuredMine. The two-way integration allows Vertafore use...
Jun 26, 2020•1 hr•Season 1Ep. 123
Download the Training Handout at https://bit.ly/insurancetechjourney Watch on YouTube: https://youtu.be/fn0LqkOHTRU The session starts with a customer completing an online quote request and travels through the various stops on the technology journey, including receiving emails and text messages, completing the application, billing and paying, endorsements, claims, scheduling appointments, requesting policy documents, renewal, special life events, and more. This session will open your eyes and mi...
Jun 01, 2020•23 min•Season 1Ep. 122
Watch on YouTube https://youtu.be/YjwjUqaj5x0 Ben Barrientos co-founder of Agency VA chats with Dr. Billy Williams of the Fix My Insurance Agency Podcast and Inspire a Nation Business Mentoring about the nuts and bolts of using a virtual assistant in an insurance agency as well as other business models they assist with virtual assistants. Key takeaways from this session are: What an agency needs to do to maximize the use of a virtual assistant; How much an agency should expect to pay for a virtu...
Apr 03, 2020•44 min•Season 1Ep. 121
Watch on YouTube: https://youtu.be/-p4wsgbh0vM Billy sits down with Debbie Dechambeau from the Business of Insurance Podcast. The purpose of the conversation is to share a few marketing nuggets that insurance agencies can start using as soon as the podcast is over. Insurance agencies must prepare to address three key issues related to the Pandemic: Work-from-Home Staff: https://www.inspireanation.org/Video/Audio-Resources Retention of Current Customers: https://www.inspireanation.org/membershipi...
Mar 30, 2020•46 min•Season 1Ep. 120
https://partner.coleinformation.com/inspireanation Sarah Elfering from Cole Information/Cole X-Dates - One of the best lead vendors in America Has a visit with Dr. Billy Williams of the Fix My Insurance Agency Podcast Cole X-Dates is a must-have lead vendor for any agency looking for auto, property, commercial, and life insurance leads. On this webinar Billy explains how he has used Cole X-Dates for over 16 years to provide quality pre-qualified leads to agency producers and Sarah explains the d...
Mar 07, 2020•30 min•Season 1Ep. 119
In this episode, Scott and Bradley sit down with Dr. Billy Williams of the Fix My Insurance Agency Workshops at Inspire a Nation Business Mentoring. Billy is the foremost expert when it comes to processes and procedures in the insurance space. Visit "Theinsuranceguyspodcast.com" Visit "inspireanation.org" Text "EZinspire" to 313131 to quickly access all of the Fix My Insurance Agency Podcasts The Fix My Insurance Agency Podcast is listed as one of the top 15 insurance-focused podcasts in the wor...
Feb 29, 2020•1 hr 14 min•Ep. 118
Mike Mensch with Agency Brokerage Consultants sits down with Dr. Billy Williams of the Williams Family Investment Group to discuss what an insurance agency needs to do to prepare the insurance agency to be valued and possibly put on the market for sale. This is part one of a 2-part interview. If you are looking to sell, acquire, or invest in an insurance agency in the next 3 – 5 years, you will want to pay close attention to this discussion. Check out all of our insurance agent resources at www....
Feb 21, 2020•42 min•Season 1Ep. 117
Watch on YouTube: https://youtu.be/1qgSQ7ZH63E This is a 20-minute snippet of a 90-minute webinar on how to add $10 Million in revenue to your insurance agency in three to five years. See the full on-demand webinar at www.inspireanation.org This webinar looks at the products, technology, workflows, KPIs, accountability, and math that must be in place to add $10 Million in Revenue to an insurance agency. After attending this webinar, if you don’t see increased revenue in your agency within days, ...
Feb 21, 2020•21 min•Season 1Ep. 116
Watch on YouTube: https://youtu.be/cUNOR3zKQ6w Walt Goshert from waltgoshert.com stops by to share some of his “Secret Sauce Tips" for marketing a commercial insurance agency. Walt has been in the industry for close to 40 years, and during this time, he has sold products ranging from life, health, and benefits to large commercial accounts. For the last 20 years, he has helped primarily commercial agents to brand their agency by teaching them how to maximize LinkedIn and providing ready to use co...
Feb 15, 2020•41 min•Season 1Ep. 115
Watch on YouTube: https://youtu.be/FDIOQ48V4iM This is Part One (30 Mins) of a two-part series that discusses the 17 Core Insurance Technology Tools that every insurance agency should have in place. After this training session, you will not only know what technology tools you should have in place inside your insurance agency but why and how those tools will add revenue to your insurance agency. Our processes are technology agnostic, meaning we don't care what tool, product, or service you use to...
Feb 07, 2020•33 min•Season 1Ep. 114
Watch on YouTube https://youtu.be/7cZ3CN76www Our goal at Inspire a Nation Business Mentoring is to add $10 Million in revenue to your agency in 3 - 5 years. That can't happen without an assembly line approach to growing your agency. Building an insurance agency is like an architect designing a building Have a vision for what you want to build Gather your sketching tools (10 Core Tech and Automation Tools) Set aside time to sketch (Calendar Blocking) Start your sketch with an outline (Checklists...
Jan 29, 2020•9 min•Season 2Ep. 111
Watch on YouTube: https://youtu.be/5eMAvPfYppM Ruben Arce of EPayPolicy explains and shows just how easy it is for any insurance agency regardless of how big or small to start taking online payments from their customers. Taking payment in an agency can be administrative quicksand or an opportunity to offer additional protections to a customer, it all depends on the mentality and workflow associated with taking payments. Ruben paints the vision of taking payments during a customer interaction fro...
Jan 26, 2020•15 min•Season 2Ep. 109
Watch on YouTube: https://youtu.be/65-iOFBnejc Raution Jaiswal is one of the co-founders of InsuredMine InsuredMine is an agency dashboard tool that allows an agency to instantly see data that is important to operate and determine the health of an agency. InsuredMine does not compete with an agency management system, it is an add-on that captures the data from your AMS and puts it into one easy to understand and use dashboard that can be shown down to the producer and CSR level. Need to instantl...
Jan 24, 2020•38 min•Season 2Ep. 108
Watch this interview on YouTube: https://youtu.be/EDn5Mn31_e0 Agency Nation Facebook Group moderator Olivia Schmitt interviews Dr. Billy Williams, president of Inspire a Nation Business Mentoring and the senior instructor of the renowned “Fix My Insurance Agency” Best Practices Process Implementation Workshop. Key Points during the interview 3:17 – What an Insurance policy really provides is 3 buckets of money to an insurance client 9:00 - Why he uses 5th graders and senior citizens to help unde...
Jan 20, 2020•1 hr 5 min•Season 2Ep. 106
Watch on YouTube: https://youtu.be/A7gSn6dfyq0 Dr. Billy R. Williams President of Inspire a Nation Business Mentoring and senior instructor of the Fix My Insurance Agency Process Implementation Workshop sits down with Bradley Flowers one of the new young guns of the independent insurance agency world. In this episode Billy and Bradley discuss The first two mistakes Bradley made as a new agent His take on the technology craze that is sweeping the insurance industry Advice he has for a new agent, ...
Jan 17, 2020•42 min•Season 2Ep. 105
