Automation for
Personal LinesCommercial Lines
Sales
Pipelines with automated campaigns based on lead sources.
New Leads
Quotes Not Closed (Xdates)
Leads Never Quoted
Life Insurance Cross-Sell
No lead left behind! These robust pipelines are paired with powerful campaigns that engage prospects for three years. Ensure you follow up at set intervals to capture every opportunity to grow your agency.
Client Onboarding
Automated onboarding campaign for new and cross sold customers.
Educating and adding value to your new customers from day one
Retention
Nurture campaigns that provide information about insurance and other important financial topics to your customers.
Setting you apart as a trusted advisor.
System Settings
Configuration of recommended system settings
AMS integration support on Live Training Calls
Service Center AgencyZoom Pro Required
Pipelines with Robust Automated Campaigns, taking hours of work off your service team and providing a high touch customer experience.
Renewals
Policy Changes
Late Payments
Missing Documents
Claims
Inspections
Marketing
Organize and connect with more referral partners with our powerful referral partner pipeline.
Automation to connect with key centers of influence in your community.
Lawyers, accountants, CPA’s, car dealerships, lenders, and realtors.
Reach out and nurture your partnership with these influential referral partners to create more inbound opportunities for your agency.
Recruiting
Do you have a hiring process in place? Don’t worry – we’ve built a robust hiring process for your AgencyZoom CRM. Invite to apply, manage applications, and automate your interview process.
We allow want to hire top talent but who has the time to get everyone scheduled for an interview and follow up with each applicant?
Don’t worry we’ve created an easy to use recruiting pipeline to handle all of that.
Events AgencyZoom Pro Required
Fun birthday messages to help your customer celebrate their special day.
Beautifully designed holiday campaigns to stay top of mind with your customers during the holidays.
Team Training
One of our customers favorite parts of our service is the live hands on training!
Access to a specialized AgencyZoom Course to learn all the basics of this powerful CRM.
Upon course completion you and your team are assigned to a dedicated AgencyZoom trainer.
Attend 6 hours of personalized, hands on training. Dive deep into best practices with your trainer over three weeks.
Training calls are provided to the agent to keep on record. Including: recording, summary and transcription.
Personal Lines Workflows
$20,000🤯
Over $20,000 in copywrite value alone!
Commercial Lines Workflows
$20,500
Over $20,500 in copywrite value alone!
*AgencyZoom CRM must be purchased separately. Your purchase with Accelerated Automation does not include your subscription to AgencyZoom.
**Training includes 30 days access to our online AgencyZoom LMS course. Course must be completed before being assigned to a trainer. 6 hours of training with a dedicated trainer included. Two calls per week for 3 weeks. Calls are recorded and recordings are provided to the agent.
