Insurance agencies
Loss run requester
Gets loss runs for commercial prospects: sends the signed letter to each prior carrier and chases it.
Rare
For insurance agencies
Hiring coordinator
Logs applicants for your CSR and producer roles, looks up their licenses, and books the ones you pick.
- Indeed
- Any website
- Google Sheets
- 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.
- StartsEvery weekday at 9:00
- 1Collect new applicants and resumes from IndeedIndeed
- 2Look up each license on your state's public lookupAny website
- 3Log each with license and must-haves in a sheetGoogle Sheets
- 4Ask you first who to invite to an interviewHe asks you first
- 5Send your picks your Calendly linkCalendly
- 6Send your no-thanks note to the ones you pass onIndeed
- 7Text you the interviews booked this week
- What you getEvery applicant logged with their license and your must-haves, and interviews only with the people you pick.
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
New lead intake rep
Answers each new quote request, gathers what your agent needs to quote, and sets it up in EZLynx.
Insurance agencies
Renewal follow-up rep
Reaches every client 45 days before renewal, asks what changed and chases the forms the carrier needs.
Insurance agencies
Certificate request rep
Fills each certificate of insurance request from the policy in Applied Epic and sends it once you say yes.