Insurance agencies
Renewal follow-up rep
Reaches every client 45 days before renewal, asks what changed and chases the forms the carrier needs.
Rare
For insurance agencies
New lead intake rep
Answers each new quote request, gathers what your agent needs to quote, and sets it up in EZLynx.
- Gmail
- EZLynx
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.
- StartsWhen a new quote request comes in
- 1Read new quote requests from your website and emailGmail
- 2Make the prospect in EZLynx with what they sentEZLynx
- 3List what is missing: drivers, cars, current policy
- 4Draft a reply asking for those, with no prices
- 5Ask you first before replying to the leadHe asks you first
- 6Send the reply from your agency GmailGmail
- 7Text you when a file is ready for your agent to quote
- What you getEvery quote request answered and set up in EZLynx, ready for your agent to quote.
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
Certificate request rep
Fills each certificate of insurance request from the policy in Applied Epic and sends it once you say yes.
Insurance agencies
Policy change intake
Gathers everything for a client's policy change, like a new car or driver, so your agent can submit it.
Insurance agencies
Coverage review inviter
Invites clients who have one policy with you to book a coverage review with your agent.