Fix My Insurance Agency

Most agencies only use non-licensed staff to perform administrative tasks, not revenue-generating tasks, processes, and workflows. TODAY I WILL SHARE 7 OF THE MORE THAN 30 REVENUE-GENERATING TASKS A NON-LICENSED INSURANCE AGENCY TEAM MEMBER CAN PERFORM!

Dr. Williams was a keynote speaker at Cody Askins' 8% Virtual Conference in Feb 2022. Dr. Williams' topic is How to Make Your Insurance Agency Investment Worthy  Visit www.inspireanation.org for more information

The workshop will teach you how to add $10 Million in revenue (Independent Agency) or $10 Million in premium (Captive Agency) to your insurance agency using a step-by-step, assembly-line approach. The 2 – Day Web Training is broken down into 14 Assembly Line Training Stations and Topics. What you are listening to is the first hour of the workshop

YouTube: https://youtu.be/H5rCItun7fI   The leadership of the Morrow Agency of North Carolina sits down with their mentor Dr. Billy R. Williams of the Williams Family Investment Group and Inspire a Nation Business Mentoring and has an honest and open discussion about steps they are taking to reinvent this 102-Year-old insurance agency, the struggles they are experiencing, the challenges they face,...

In the session, Billy R. Williams Ph. D., President of the Williams Family Investment Group and Inspire a Nation Business Mentoring, will teach you the interview questions, interview techniques, Onboarding Action Steps, and KPIs that will turn your new hire into an immediate Revenue producing part of the team from day One!

You've no doubt heard of binge drinking and binge eating, but you probably haven't heard of binge working. Like the previously mentioned binges, binge working is a pattern of performing an excessive amount of work in a short period or expecting an excessive amount of work in a short period from others. We will look at the problems and solutions related to binge working.

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...

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 Assista...

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 t...

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...

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, yo...

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...

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...

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...

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...

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 w...

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 podca...

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-focu...

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...

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 t...

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 podcas...

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 optio...

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, requesti...

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 t...

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.inspireanat...