Insurance Agency Automation
Unpacking the Elephant Trunk
This course is the complimentary education that comes along with your purchase of Agency Elephant.
Learn how to implement 20 different automations into your Agency leveraging Agency Elephant and be handed the blueprint for dozens more.
The automations fall into 4 categories.
Automations to market your current book as well as your database of leads, service automations, and miscellaneous.
By the time you are done with this minicourse your Agency will have all the automations necessary to market, sell, and service to the people in your database
Your Instructor
Course Curriculum
Welcome to Agency Elephant
Available in
days
days
after you enroll
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StartIntroduction to Automation and What to Expect From this Minicourse (1:18)
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StartWhere and How to Find Support (3:22)
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StartText/SMS Autoresponder sequences (5:52)
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StartRingless Voicemail Autoresponder sequences (4:31)
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StartEmail Autoresponder sequences (1:48)
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StartBlocking Out Days and Times (1:33)
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StartLeads Manager (9:27)
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StartSIP Settings / Bria App (3:33)
Automating Your Service
Available in
days
days
after you enroll
Automating Your Cross Sales
Available in
days
days
after you enroll
Frequently Asked Questions
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.