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The Collective Agency Council
Welcome to the Collective Agency Council - An Innovation in Insurance Agent Masterminds
Welcome to the Collective Agency Council (3:34)
What Makes This Mastermind Different (5:51)
Making the Most of the Mastermind
Meet Your Leaders - request as friends on Facebook (2:18)
The Mastermind Community (3:59)
Posting in Group Properly For Help (3:29)
Contributing to the Mastermind (3:37)
Ongoing Online Events (1:57)
Upgrading Your Membership to include your team (2:44)
How to get 1 free month of the Mastermind EACH YEAR (4:14)
How to Score ANOTHER FREE MONTH, YEAR 1 only (1:46)
Scoring Referrals from Mastermind Members (3:09)
The Search Feature (1:05)
Questions with Billing / Leaving the Mastermind (3:29)
Swords and Shields (Weapons for Battle seen and spoken about in the Marketing education)
Introduction (1:28)
Social Media (5:50)
Facebook Pages (3:02)
Facebook Groups (2:47)
Agency Elephant (5:40)
Agency Eleforms (3:05)
TacoBot (5:28)
Soup CE (1:22)
Groupkit (4:29)
Google Sheets (2:02)
Zapier (2:23)
Fiverr or Upwork (2:56)
Rev.com (2:00)
Demio (2:42)
Screencastomatic (2:24)
Ad Roll (2:47)
Canva.com (3:02)
Ethically Stealing (6:41)
Slack (5:52)
Rapid API (2:46)
Using Jotform to create an online quote sheet (64:27)
Automation
Introduction (10:17)
New Client Oboarding (3:32)
Automating Your Service (1:00)
Automating Your Cross Sales
Automating Your Marketing
Ringless Voicemails and SMS Templates for Almost Any Occasion (3:01)
Automations We Cannot Teach but Can Offer (5:20)
The Importance of Methodical Renewal Campaigns w/ Matt Hahn (47:42)
Zapier Template - Pulling property info for an address (9:59)
Running a 1000 PIF agency on 90 minutes a day w/ Matt Hahn (61:43)
Building A Claim Map (35:32)
Using Jotform to create an automated quote sheet (64:27)
Using Jotform to automate flood insurance sales (36:02)
Using Back9 to automate life insurance sales (48:35)
Nurturing Your Database (44:23)
5 Star Google Review Automation (48:25)
Top 5 Automations Every Agency Should Have w/ CJ Hutsenpiller (49:25)
APIs and Getting Different Technologies to Talk
Intro to APIs (2:08)
Tools Needed to Find and Practice Using APIs (2:14)
Dissecting the Code - What looks hard is easy (9:04)
GET Requests (7:21)
POST Requests (4:42)
Usage Example (8:54)
Final Quiz
Data.gov APIs (15:16)
Marketing Principles
Creating Referral Level Quality Prospects (44:18)
Creating a Prospect Persona (15:52)
Creating Irresistible Offers (17:44)
Writing Compelling Headlines (44:44)
Organic Social Media
The Facebook Algorithm (1:35)
The Testimonial Post (12:35)
Group Owners Share (5:20)
The Referral Partner Post (2:34)
Local Influencers Share (6:22)
Offering Trainings in Groups (5:01)
Organic Posts that Strike Conversation (9:34)
Storytelling (7:58)
Authentic and Vulnerable Posts (4:31)
Converting Engagement to Opportunity
Friends List Subsets (5:56)
Kill The Newsfeed (2:41)
Stories (3:37)
Social Media Syndicates (5:03)
50 Referral Partners in 30 days (5:34)
Your privacy settings and profile (8:05)
Life Insurance Nostalgia Strategy
#nicepost
SEO - Optimizing your Google My Business listing (53:40)
SEO - Avatar Research (47:56)
Social Media Ad Platforms Overview
Intro to Social Media Ad Platform (15:21)
Campaign Objectives (9:06)
Campaigns (8:16)
Ad Sets (5:25)
Ads (8:10)
Audiences (55:21)
Retargeting (8:34)
Custom Audiences (6:52)
Lookalike Audiences (8:03)
My First Facebook Ad - LIVE training w/ CJ Hutsenpiller (67:23)
The Candy Jar Giveaway Strategy (75:41)
The Cutest Pet Contest Strategy w/ Prebuilt Automation (16:56)
Help and Support with Ads
Help Within the Ad Platforms (2:18)
Facebook Ad Platform Emergency Support (4:17)
Social Media Ads
Ads to Grow Your Insurance Agency (54:07)
Ads for Referral Partners (18:14)
Ads to Your Existing Book of Business (24:47)
Ads to your Facebook likes and people who have engaged your Ads
Using custom audiences to cross sell (27:35)
Facebook Ad Build - Sushi (12:23)
Referral Partners
General Referral Partner Ideas
Generating Realtor Referral w/ Michael Sohn (50:42)
The Lender Process w/ Bradley Flowers (56:06)
Networking 101 w/ Libby Woolcock (50:46)
Sales
Getting started in Health Insurance w/ Maila Rogers (20:40)
Million Dollar Minimums w/ Troy Johnson (Life Insurance) (27:05)
Making E&S Submissions Easier (31:26)
Template Library
Generic Terms and Conditions
Generic General Privacy Policy
Business Lessons
Minimum Effective Dosage (5:44)
168 Hours (8:11)
Creating Memories in Your Career (8:24)
More vs Closer (8:07)
Goals or Stories (9:25)
Alleviating Risk While Maintaining Upside - practical guide to security and scale. (44:18)
Time Management (51:21)
E&O Processes (30:29)
Human Resources, Hiring, and Firing
Stealth way to recruit top experienced local talent (13:01)
The Hiring Process w/ Bradley Flowers (64:41)
The ABCs of Managing People (35:43)
How to hire and manage virtual employees (58:50)
Growing Online Communities for Lead Gen and Authority
Leveraging Multiple Online Streams & In Person Networking for Extra Juice w/ Ron Wadley (49:40)
Miscellaneous Websites to Make Your Life Easier
LifeHappens.org
Life Insurance Policy Locator Tool
Sales Scripts for Your Agency
Onboarding Process Template & Script
Agency Trackers
Master Agency Scorecard (6:38)
Sales Scripts - Use for TRAINING PURPOSES
Call Openings
Building Rapport
Overcoming Objections
Call Closes
Asking for Referrals
Text Consent Talkpath
Voicemail Scripts
Templates for Direct Mail and Email
Referrals from Other Agents, Clients, Friends, and Family - 8 Letters
Earning Various Professional Referral Partners - 11 Templates
Life Event Letters - 10 Templates
Thank You Letters - 9 Templates
Appointment Letters (Confirm, Postpone, etc) - 9 Templates
Auto Insurance Sales Letters - 14 templates
Homeowner and Renter Letters - 12 templates
The Content Project
Manage your content
HR FORMS AND TEMPLATES
Job Offer Letter
Drug and Alcohol Test Consent Form
Applicant Reference Release Form
Candidate Evaluation Form
Direct Deposit Enrollment Form
Employment Application
Independent Contractor Agreement
Interview Questions
Inventions, Creative, and Proprietary Information Agreement
Non Disclosure Agreement
Reference Check Doc
Thanks for Applying - 2 letters
Employee - SELF REVIEW
EMPLOYEE REVIEW
Employee Emergency Contact Form
Employee Absence Tracking Form
Employee Verification Form
Professional Development Reimbursement Form
Time Sheet Template
Injury Report Form
Sexual Harassment Complaint Form
Employee Disciplinary Write Up
Employee Exit Interview
Employee Suspension
Hold Employer Harmless Termination Release
Employee Written Warning
Company Leave of Absence Policy
FMLA Request Off
Create W2 and 1099 Forms for New Employees
Online EIN Application for forming new Entities
IRS FORM SEARCHABLE DATABASE
Vacation Request Off
The Candy Jar Giveaway Strategy
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