The ONLY Comprehensive DATA DRIVEN Insurance Agency Mastermind on the PLANET!
The Multiple Industry Award winning leaders of Insurance Soup are BACK with their BIGGEST and BEST Mastermind and Education to date with The Collective Agency Council!
Hop on an upcoming webinar to learn more!
Learn how to become the BEST AGENT you can be!
Not only have the Soup dudes included their Award WINNING and SIGNIFICANT upgrade to their lead gen, automation, and referral partner strategies
We are NOW tackling
ALL THINGS AGENCY
Topics covered inside the Collective Agency Council INCLUDE:
- Agency Culture
- Content Production
- General Business Lessons
- Time Management & Risk Evaluation
- Buying and Selling an Agency
- Things your Accountant should be doing
- New Employee Training
- Opening an Agency
- Business Plans
- Hiring and Firing
- Agency Culture
- Sales
- Systems and Processes
- Referrals
- Reviews
- Client Journeys and Roadmaps
- Managing a Team
- Comp Plans
- and much much more!
Hop on an upcoming webinar to learn more!
A Robust and Growing Education
The Collective Agency Council covers ALL things Agency in an education that is CONSTANTLY expanding across ALL areas of Agency.
The education is being driven by the data we collect on all Agents throughout their time in the Mastermind in conjunction with the performance of the Agencys inside.
We test and optimize how to do EVERYTHING in Agency leveraging our collective experience and data and keep the education up to date on what is CURRENTLY working best for Agents.
Virtual Workshops DAILY
&
6 IN PERSON MEETUPS / YEAR
We host special live virtual workshops, panels, and interviews DAILY featuring Industry Experts, Specifically Skilled Ninjas, Carriers, Marketers, Sales Trainers, and MORE
AND
We host 6 in person meetups around the country... ideally within driving distance of you at least once!
Ongoing Community
&
Support
Take part in the 24/7/365 conversation that takes place in our private Facebook community where each and every month we tackle not only our members biggest problems... but focus the conversation each month on specific areas of Agency.
Each month we use our data to identify the Agents in the Mastermind who are strong in that months area of Agency focus...and have them lead conversations alongside our leadership in conjunction with the data we have.... on how to perform tasks in that particular area of Agency focus, as optimal as possible.
Example Curriculum
Hop on an upcoming webinar to learn more!
https://bit.ly/CollectiveWebinars
- 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)
- 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)
- 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)
- 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)
- 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)
- 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
- 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 Collective was designed to Build, Grow, and Develop Industry Leaders
You will become the BEST Agent you can be while a member of The Collective Agency Council.
Your team will too.
It is nearly impossible for your Agency to NOT IMPROVE when you have access to the strategies world-class Agents are crushing it with.
It is nearly impossible for you to not get better; networking with peers who have scaled just a little more than where you are at.
It is nearly impossible for your team to not perform better when they are learning how to do things in Agency from the best in class our industry has to offer.
Individually, we can all go so far.
Collectively, we all win and win big.
Join an upcoming webinar and learn more
https://bit.ly/CollectiveWebinars
