Review request rep

Asks every new client for a Google review once their policy is issued, and drafts replies to new reviews.

A replay with a made-up business and made-up data, so you can see each step.

How he does it

6 steps, the same way every time, and one place where he asks you first.

StartsEvery Friday at 10:00
1Find every client whose policy was issued this weekEZLynx
2Draft a thank-you with your Google review link
3Ask you first before sending the requestsHe asks you first
4Send them from your agency GmailGmail
5Watch your Google profile for new reviewsGoogle Business Profile
6Text you each new review with a reply draft
What you getA review request to every new client, and a reply draft with no policy details ready for each new review.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

CommonWatch

Insurance agencies

Reminds clients with a past-due premium to pay the carrier before the cancel date on the notice.

Insurance agencies

Logs applicants for your CSR and producer roles, looks up their licenses, and books the ones you pick.

Insurance agencies

Gets loss runs for commercial prospects: sends the signed letter to each prior carrier and chases it.

Insurance agencies

Answers each new quote request, gathers what your agent needs to quote, and sets it up in EZLynx.