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

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Workflows
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Templates
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Template Word Count

$20,000🤯

Over $20,000 in copywrite value alone!

Commercial Lines Workflows

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Workflows
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Templates
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Template Word Count

$20,500

Over $20,500 in copywrite value alone!

Done-For-You Automation and Training

Personal Lines Automation $5800

Commercial Lines Automation $5800

BEST VALUE

Personal and Commercial Lines Automation $8,000

Ready to purchase?
Get started by ordering below.

Have questions?

*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 with AI summary and transcript.