From Average to Awesome: 8 Ways to Transform Your Agency
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Transcript of From Average to Awesome: 8 Ways to Transform Your Agency
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8 Ways to Transform Your Agency
Average to Awesome:
Lora UllerichDigital Media Specialist
Session Framework
Billy R. Williams, Ph.D. Inspire a Nation Business Mentoring
Inspireanation.org
•President of Williams Family Agency Investment Group.
•26 Agencies with over $400 Million production.
•President of Inspire a Nation Business Mentoring .
•100s of member agencies from all carriers and types of insurance.
•Expert at helping agencies double or triple their current production.
Background
•Cole Directory published in 1947.•Crisscross directory of addresses & phone numbers.•Invaluable information for a number of industries:
•Telemarketing•Debt collection •Law enforcement
•Today, web-based lead generation for businesses.
Background
Jack Cole
www.colecommunity.com
Features:• Webinars• Playbook
download• Articles• Buddy’s Blog• Resources
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Three Types of Agency Tasks:• Automatic—Drip emails, text messaging, and on-
line forms in place to guarantee that a task or conversation always occurs.
• Automated –A specific situation or event triggers an automatic conversation or action.
• Tracking—Continually monitoring the steps and results of each task to guarantee favorable results and the best ROI.
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12 Month Production Results• 20,967 new policies were produced •Averages out to 76 new P & C policies per agency, per month. •20,967/23 = 911, 911/12 = 76
• 1836 new Life Insurance Policies were produced•Averages out to 8.5 Life Policies per month. •1836 policies/18 producing agencies = 102 per agency / 12 months = 8.5
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Auto and Home Processes: 8 Processes1. Outsourced Telemarketing
2. X-Date & Re-Quote Live Calls w/Pay Per Quote Campaign
3. Aged Internet Leads
4. Business Referral Partners (Realtors, New and Used Car
Reps, Attorney’s, Charity Pay Per Quote)
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Auto and Home Processes: 8 Processes (Continued)
5. Agency Referral Campaign
6. In-Office Telemarketing W/Pay per Quote Campaign
7. Live Birthday Calls to Prospects and Emergency Contacts
8. Home Owner X-Date Mailings w/ Pay per quote and
Conference Call Option
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Tracking Spreadsheets
• New Business Tracking Log.
• Marketing Assistant Tracking Log.
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Life Insurance: Top 6 In-House Processes1. Claims Process w/ Life Appt. Selection/Rejection Form2. New Customer Process 3. Endorsement - Optional Coverage Form 4. Orphaned Life Policies Beneficiary/Contingent Beneficiary Review 5. Life Quote Birthday Mailings and Emails w/ Follow up call6. Customer Policy Reviews
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Life Insurance Continued: Top 6 Outside of Agency Processes1. Group Presentations2. Aged Internet Leads
3. Pay Per Quote Campaigns4. Mailings w/Pay per Quote and Conference Call Option to Homeowners
5. Business Referral Partners (Realtors, CPA’s, Attorney’s) 6. Door Hangings
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