Insurance agencies
Review request rep
Asks every new client for a Google review once their policy is issued, and drafts replies to new reviews.
Common
For insurance agencies
Coverage review inviter
Invites clients who have one policy with you to book a coverage review with your agent.
- HawkSoft
- Outlook
- Calendly
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsOn the 1st of every month
- 1Find clients who have only one policy with youHawkSoft
- 2Skip anyone who said no to a review this yearHawkSoft
- 3Draft an offer to review coverage, with your Calendly linkCalendly
- 4Ask you first before the invites go outHe asks you first
- 5Send them from your agency OutlookOutlook
- 6Log each invite and booking in HawkSoftHawkSoft
- 7Text you who booked a review
- What you getClients with one policy invited each month to review their coverage with your agent, who decides what fits.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for insurance agencies
Insurance agencies
Payment reminder rep
Reminds clients with a past-due premium to pay the carrier before the cancel date on the notice.
Insurance agencies
Hiring coordinator
Logs applicants for your CSR and producer roles, looks up their licenses, and books the ones you pick.
Insurance agencies
Loss run requester
Gets loss runs for commercial prospects: sends the signed letter to each prior carrier and chases it.