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Implementing Insurance Agency Processes and Tasks - 30 Minute Lunch and Learn

Implementing Insurance Agency Processes and Tasks - 30 Minute Lunch and Learn

Released Wednesday, 14th December 2022
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Implementing Insurance Agency Processes and Tasks - 30 Minute Lunch and Learn

Implementing Insurance Agency Processes and Tasks - 30 Minute Lunch and Learn

Implementing Insurance Agency Processes and Tasks - 30 Minute Lunch and Learn

Implementing Insurance Agency Processes and Tasks - 30 Minute Lunch and Learn

Wednesday, 14th December 2022
Good episode? Give it some love!
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In less than 30 minutes you will be able to master implementing a new process, task, or workflow inside of your insurance agency.

In this session, Dr. Williams explains the S4TS Method of implementing a process or task in an insurance agency:

1. Standards

2. Time Blocking

3. Selecting the Best Tasks and KPIs

4. Tools and Automation

5. Training and Roleplay

6. Spot-checking and Retraining

Learn more at www.inspireanation.org

 

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From The Podcast

Fix My Insurance Agency

Dr. Billy R Williams is one of the world's foremost authorities on building and growing an insurance agency.He is the founder and president of Inspire a Nation Business Mentoring Services, America's best insurance agent and Small Business coaching and mentoring company, and CEO of the Williams Family Investment Group; a group of more than 150 partner agencies that produce over a billion dollars a year in new and renewal insurance premiums.Inspire a Nation Business Mentoring works with many of the top insurance agents/agencies in North America and some of the World’s largest insurance carriers and companies. This insider access gives him and his team the ability to implement, monitor, and track which conversations, processes, and tools are working and which ones are a waste of time, money, and effort.

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