Sprint

Perfect for smaller agencies with budget constraints who need AgencyZoom optimized with automation and are comfortable learning from an on-demand course.

We will build all 18 workflows listed below into your AgencyZoom with proven to convert robust campaigns.

Sales:

• Personal Lines Sales Pipelines & Workflows
• Commercial Lines Sales Pipelines & Workflows
• Life Insurance Leads (New Leads & Cross-sell)

Onboarding:

• New Personal Lines New and Cross Sold Customer Onboarding
• New Commercial Lines New and Cross Sold Customer Onboarding

Retention:

• Personal Lines Retention
• Commercial Lines Retention
• Birthday/Federal Holidays

Customer Service (Service Center in AgencyZoom)

• Personal Lines Renewals
• Commercial Lines Renewals
• Personal Lines Policy Changes/Endorsements
• Commercial Lines Policy Changes/Endorsements
• Late Payments
• Missing Documents
• Claims
• Inspections

Unique- Admin Workflows:

• Recruiting
• Referral Partner Management

No live training is provided with this package. Subscription to our client community is required, which is an additional $99 a month to access the learning course, our live daily support calls, and MUCH MORE! Even though you wont have dedicated training (as provided in our SCALE package) our team will still be available to help you via our community.

Post questions and get live help on our daily support calls.