Training Packages

AgencyZoom Insurance CRM by Vertafore

Training Packages2026-01-09T16:47:12-08:00

Financing Available

Apply with Affirm for up to 6 month 0% interest

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Training Packages - Accelerated Automation -

Plans for everyone

Transparent pricing that fits any budget and can grow with you.

Sprint

$5,000 one time

+ $99 per month

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.

Click below to Learn More and see the full list of automation provided.

Total value: $9,799

Financing Available

  • Full on demand AgencyZoom course to learn and implement at your pace.

  • 18 proven workflows/pipelines for AgencyZoom

  • Proven campaigns (text, email, tasks, shot clocks) included

  • +$99 a month client community for access to:

    • Daily Support Calls
    • AgencyZoom by Accelerated Automation Course
    • Q&A
    • Training Resources and much more

Most Popular

Scale

$10,000 one time

+ $99 per month

The white glove service 90% of our client choose. For agencies ready to automate across multiple lines of business and want live personalized training with our experts.

Personal, commercial, Life, Medicare and even some very unique admin workflows. 18 workflows expertly crafted with robust automated campaigns for insurance agencies using AgencyZoom.

You’ll spend 4 months in a build automation and training cycle. Live training each week with our team to insure full implementation and make sure your CRM gives you the results your agency needs.

Total value: $15,999

Financing Available

  • 4 total months of weekly agency training to insure full agency adoption

  • 18 total workflow implementations

  • *BONUS* 5 Agency Website forms connected to AgencyZoom.

  • +$99 a month client community for access to:

    Daily Support Calls

    AgencyZoom by Accelerated Automation Course

    Q&A

    Training Resources and much more

Custom

Starting at $2,500

Don’t see what you’re looking for… don’t worry. We can put together a custom automation, integration and training package for you. Just schedule a call to discuss your vision and we will make it a reality.

To discuss your custom project

  • Custom Copywrite

  • Custom Pipelines
  • Custom Integrations

How to get started

Meet Our Founder

Mariah Gates - Founder of Accelerated Automation

Mariah Gates

Mariah Gates is the founder of Accelerated Automation, a 7-figure consulting firm that has helped more than 850+ agencies over the last 6 years nationwide transform their operations with AgencyZoom. With 16 years in sales and finance and 9 years as an agency owner, Mariah knows firsthand the struggles and opportunities insurance leaders face.

Since 2019 she’s partnered closely with AgencyZoom, beta-tested new features, taught classes at Vertafore’s Accelerate, and even trained at Vertafore headquarters—earning a reputation as one of the top voices in insurance technology.

Today, Mariah leads a team of more than 15 professionals with over 100 years of collective experience in insurance and technology. Together, they deliver the expertise and execution agencies need to streamline operations, increase efficiency, and scale with confidence.

Beyond business, Mariah is rooted in family and faith. Married to her high school sweetheart for 20 years, they’re raising two kids, Gia and Eli, and spend weekends camping, riding horses, fishing, hunting, and dirt biking. Her passion for helping agencies succeed is matched only by her love for Jesus and the joy she finds in building memories with her family.

Workflows you get
to choose from.

Sales

  • Personal Lines (3 pipelines)
  • Commercial Lines (3 pipelines)

  • Life Insurance (3 pipelines)

Service

  • Personal Renewals

  • Commercial Renewals

  • Missing Documents

  • Claims

  • Late Payments

  • Inspections

  • Endorsements / Policy Changes

Retention

  • Personal Lines

  • Commercial Lines

Onboarding

  • New Business Personal Lines
  • New Business Commercial Lines

Events

  • Birthdays

  • Federal Holidays

Referrals

  • Admin Recruiting

  • Referral Partner Management

Medicare

  • Sales – Mid Year Enrollment

  • Sales – AEP

  • Service – Mid Year

  • Service – AEP Renewals

  • Onboarding

  • Birthday Nurture  (starting at age 64)

Sales Pipeline NEW Lead Marketing Campaigns to choose from by Lead Source (PL+CL)

Included

  • Win Back Campaigns
  • Inbound Inquiries
  • Social Media/Website
  • Team Referrals
  • COI/Customer Referrals

Choose the ones you need

  • Attorney Referrals
  • Bookkeeper Referrals
  • Car Dealership Partnerships
  • Commercial Work Comp
  • CPA Referrals
  • Event Marketing – Booth
  • Event Marketing – Host Event
  • Network Marketing – Group Member Leads
  • Network Marketing – Event Met Leads
  • Facebook Give Away Funnels
  • Financial Advisor Referrals
  • Insurance Agent Referrals
  • Generic Internet Leads
  • Auto Insurance Internet Leads
  • Home Insurance Internet Leads
  • Life Insurance Leads
  • Mortgage Lender Referrals
  • Realtor Partnerships

Included

Cross-sell Campaigns

  • Auto no Home (no bundle)
  • Auto no Home (with bundle)
  • Commercial to Personal Lines
  • Home no Auto (no bundle)
  • Home no Auto (with bundle)
  • Home no Flood
  • Life Cross-Sell
  • Personal to Commercial Lines
  • Toys (e.g., RV, Boat)
  • Umbrella Policy

Turn Agencyzoom into a revenue engine – without overwhelming your team.

We Build Your AgencyZoom.
We Train Your People.
You Grow Faster.

Done‑for‑you build‑out, world‑class training, and proven automations for insurance agencies doing $500k-$5mil.+ in revenue. Over 750+ agencies trained and implemented by our team; Vertafore Orange Partner. Over $2mil+ in revenue and looking for custom automation? We do that too…

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Agencies Served
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New Business Premium Growth Rate
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Reviews & Testimonials
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Years Experience Insurance & Tech

What would you have your team do with an extra 3+ hours a day?

The Business Impact

Save 3-4 hours

Per day per team member with automated follow‑up and renewal/ service orchestration.

+58% close ratio

From structured pipelines and consistent touches.

91% fewer missed followups

Via tasking + sequences and automated follow-up.

+189% referrals

With milestone triggers and review campaigns.

89% renewal rate

With proactive outreach.

Why Choose
Accelerated Automation?

Insurance + Tech DNA

100+ years combined experience across insurance and automation 850+ agencies served.

Vertafore Orange Partner Credibility

Orange Partner Credibility

Recognized Vertafore Orange Partner for AgencyZoom implementation, training, and ongoing enablement.

Faster, Safer Outcomes

Save 3–4 hours/day per team member. Referrals +189%. Close rates +58%. 91% reduction in missed follow-ups.

Testimonials

What others are saying

Is the investment worth it?

Testimonial Avatar

“The investment is 100% worth it!”

“Our Accelerated Automation partnership has been awesome. Lilly, Madison, Mariah and Team are committed to ensuring success with AgencyZoom automation and customized training tailored for my agency. When I started with AgencyZoom, I didn’t know where to start, it was complicated and time consuming. After a few months of limited progress, Accelerated Automation stepped in and quickly provided everything needed for AgencyZoom success. The investment is 100% worth it!”

– Michael Friedly

Will we actually see activity and pipeline growth fast?

Testimonial Avatar

“pipelines are filling up fast in just a couple of weeks”

“If you’re considering AgencyZoom I would absolutely, without hesitation recommend Accelerated Automation to set up your system and train you and your team. The time saved and the resources you will have at your fingertips has tremendous value!! The leads are coming in and our pipelines are filling up in just a couple weeks of using the system!.”

– Peter Haas

Will my team get their time back?

Testimonial Avatar

“frees the team up”

“I don’t know what I would do without Accelerated Automation (AA)! Thank you for all of the support that is being provided which frees the team up to work on the $$$$ tasks. Lifesaver!!!!!”

-Iris Nance

The Copy That Converts

Great automation needs great words. That’s why we include insurance‑specific, tested copy: renewal journeys, review asks, proposal follow‑ups, claim check‑ins, and more—ready on day one so you don’t ship “Dear Valued Customer” ever again.

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Professional Templates
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Insurance Workflows
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Template Word Count
$0
Copywrite Value

Frequently Asked Questions

How fast can we start?2025-12-10T14:43:03-08:00

Most agencies begin training within 3–7 business days of approval; full programs run 2–6 months depending on scope and number of workflows.

What does it cost?2025-12-10T14:42:43-08:00

Each agency has different needs but our project average between $5k-$15k (one time cost)

Will this work with our AMS and phones?2025-12-10T14:42:24-08:00

Yes. We routinely integrate with AMS360, QQCatalyst, EZLynx, NowCerts, HawkSoft, Apex (Farmers), RingCentral/voice, and Zapier.

Is it compliant?2025-12-10T14:42:05-08:00

We implement opt‑in/opt‑out standards and compliant message flows—and teach your team what not to do (e.g., cold blasting from your CRM, contacting without opt-in). We will provide guidance, resources and recommendations. (disclosure for the lawyers… we aren’t compliance officers or lawyers)

What outcomes should we expect?2025-12-10T14:41:40-08:00

Clients report hours saved daily, higher close rates, stronger renewals, and more referrals after implementation and training. Your results depend on adoption and follow‑through. So we will provide the tools and training but your results are in your hands, it all comes down to execution.

What if we’re not fully ready for a big project?2025-12-10T14:41:22-08:00

Start with Essentials, hop into daily support, and book occasional 1:1 hours. When your budget and bandwidth rise, we’ll already know your agency.

Accelerated Automation

Revolutionize Your
Insurance Agency.

Revolutionize Your Insurance Agency.

Choose your package today