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Insurance Agency Automation
Welcome to Agency Elephant
Introduction to Automation and What to Expect From this Minicourse (1:18)
Where and How to Find Support (3:22)
Text/SMS Autoresponder sequences (5:52)
Ringless Voicemail Autoresponder sequences (4:31)
Email Autoresponder sequences (1:48)
Blocking Out Days and Times (1:33)
Leads Manager (9:27)
SIP Settings / Bria App (3:33)
Automating Your Service
Missing Payment Automation (2:17)
Missing docs Automation (7:41)
Claims Automation (8:02)
Annual Review Automation (7:10)
Life Insurance Need Medical Scheduled Automation (5:38)
Automating Your Cross Sales
Auto No Home Automation (7:17)
Home No Life Insurance Automation (6:40)
Additional Discount Available Automation (6:49)
Umbrella Cross Sell Automation (5:58)
Optional Endorsements Available Automation (7:49)
Automating Your Marketing
Life Insurance Upcoming Birthday Automation (6:12)
Winback Automation (5:23)
X-date Automation (4:49)
Event Marketing Automation (5:03)
Miscellaneous Automations
Onboarding Your Clients Automation (1:58)
Gain New Referral Partners Automation (5:57)
Happy Birthday Automation - New twist! (4:11)
Holiday Automations (1:17)
Severe Weather Automation (5:29)
Bonus - tracking tickets, violations, points, and ugly CLUE reports
Tracking Prospect Issues Fall Off Dates (2:39)
Bonus #2 Additional RVM and SMS templates for almost 50 occasions
Other Ringless Voicemail Templates / SMS modifiers to Consider for Your One Off Situations
Umbrella Cross Sell Automation
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