Enhance Your Sales Forecast Automation for Insurance Industry

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hi there my name is Tyler Woodall I am an independent agency owner based in South Carolina and in this video I'm going to show you the exact process I used to completely automate my agency I have got team members that are helping run every step of the process and I'm going to break down everything now fair warning the video is a little bit long so if you want in the bottom corner you can speed it up maybe watch it on 1.25 or 1.5 speed that way you can get through everything but I'm going to go in depth on everything you need to do step by step and I'm going to give examples of how to automate your insurance agency and get back your time so that you're spending less than 10 hours per week running your agency so if you have any questions reach out without further Ado let's get into the video like I mentioned my name is Tyler in this video we're going to get into how I started and grew my independent insurance agencies as you can see here we went from zero to seven figures a year in under two years without me having to run quotes handle customer service tasks and with less than 10 hours per week of my time and so we've got just a quick screenshot this was one month in my agency basically we did about 156 000 in premium once you can build up a system and you can Outsource and scale pieces of the business it can grow pretty rapidly and become pretty successful so in this document I'm going to show you the exact Frameworks that I use we're going to cover everything step by step my goal is that at the end you can use what you learned here you can review this video and you can make changes in your agency immediately so if you've not already get off Tick Tock close all the tabs on your computer check in we're not going to be that long but I really do think this is going to be impactful for you for your business and for the rest of your life so if you plan on scaling your business quickly removing yourself from operations let's get into it so here's a quick picture of me basically I went and spent a couple weeks in Europe for a little while about a month and a half ago and really I ran my Agency on less than 30 minutes a day other than just a couple of times I had some middle market accounts that were renewing and I would pull out my laptop again for less than 30 minutes a day I ran my whole agency while I was a quarter of the way around the world so pretty crazy opportunity and a wildlife that I get to live now that I put up put in a lot of time on the front end so like I said this case study is going to cover everything it's not easy it's a lot of work but if you're willing to put in the work this is absolutely going to change your life so before we get into it who is this for so if you're looking to automate your insurance agency to the point where you're not working on day-to-day tasks then this is for you if you've got a team of producers or csrs who are bogged down in constant customer service requests again this is for you if your agency has tons of renewals that have to be reshocked then this is for you if you're overwhelmed with quoting customer service Etc and an awkward balance of too busy and you don't have enough time to handle everything but not busy enough to keep somebody full-time this is for you and then if you need support but you can't quite afford somebody again this is for you so who is this not for so if you do not want to put in the work for the next 30 days that's what I think it's going to take for you to get everything finished if you're not willing to put into work for the next 30 days to train somebody to help with your agency to build out the processes Etc then this is not for you this does not happen overnight it is not easy it may be simple and this document will simplify it but it's not easy if you don't care about giving Superior customer service to your clients and you just want to write business however you can this is not for you the hundred and sixty thousand dollar months with that comes top-notch customer service and you have to be able to do that to keep everything if that's not what you're looking for this is not for you if you want quick cash and not to run a proper business this is not for you check out if you aren't looking to build a lifestyle agency that eventually runs without you not for you and then finally if you enjoy working 12 hours per day in the office managing a busy schedule this is not for you I want to be able to teach you how to get your business to the point where you're working just a couple hours a day and the agency runs for you and not through you so let's get into it let's talk about what it takes to scale your agency so you can absolutely hit 100 000 plus per month in New Business Without a massive Team without an army of csrs you just got to do some automation on the front end most agents aren't able to do this because they don't fundamentally understand how to identify the bottlenecks in their agency and then they're not good at creating systems to teach their team members how to handle all the tasks that come up because really somebody has to be doing things at some point and so we got to have a system to get these things done every single time and then they also don't understand how to build the system to automate the back end operation there's a lot of things that technology can do for you and remove humans from the equation but if you're watching this you're already on the right track you kind of know that you need to do something different so hopefully I can add a little value to what you're doing so a limiting belief that a lot of Agents have is they think that business can't be done any easier than what it is right now they think that they are special only they can do what they do and nobody else can do it better I promise you that is not the case my team is so much better it's so many things in my agency than I am and I am so thankful that they are because it gives me freedom so basically in this breakdown we're going to cover how to navigate the issues that I mentioned above how I'm able to consistently bring on team members without me spending any time on training we're going to talk about how I built a small army of virtual assistants who handle everything all my new quotes reshopping renewals all my basic customer service tasks not mentioned on here but basically they're making sure that my downloads are going properly in my AMS they're entering documents into my AMS and my CRM they're keeping everything up to date keeping me safe on the Eno side of things handling communication with my team lots of stuff and then I'm going to show you how to do all this without paying massive fees to recruiters spending tons of hours on training and without high overhead costs on payroll so like I said my name is Tyler I'm a fellow agency owner I'm based in the Carolinas I started an independent agency during covid before that I had been focused on Commercial Insurance the way I built my book of business was doing drop-ins I went through the state auto Pacesetter program and so I was going after light manufacturing and construction accounts I would go door-to-door dropping in businesses and that's how I built my book of business getting X dates following up Etc then when the world shut down I couldn't do that anymore so I had to Pivot and change what we were doing and my solution was to go heavy and personal lines I could bring in the business on Facebook or on social media I could quote it quickly and I was getting small daily singles I was hitting singles getting small daily wins slowly building up the book it wasn't the big chunks but I was winning every single day what I didn't realize is more business coming in meant more quotes that I had to run the more people I wrote meant more customer service I had to do and so this put me into a hamster wheel the more success I had the more I had to work and that's not necessarily the goal so it led me to an issue that a lot of business owners not just insurance agents face and I was starting to feel burnout I was not enjoying what I was doing I was not happy um and so one day I was having lunch with a friend of mine and he was telling me about his Amazon slash Walmart um Drop Shipping Store that he had he had a team of virtual assistants that were running a lot of the things for him and we talked about how he had brought them on how little he was paying and how they were the most incredible workers he'd ever had so I said you know for that I could probably hire somebody and have them do something so I did I found a virtual assistant I had him start running my social media he would curate content he would post it he would handle the comments he would engage with other people we would go into Facebook groups and bring in quotes he was doing a lot of things that really helped me um and it took a lot off of my plate but there were still a lot of issues still in the agency and really finally one day I said you know I'm having so much success here let me just try a VA and see what happens and because really a virtual assistant is no different than just a remote employee I could train anybody to do the task so why not try with a VA first so I kept a notepad next to my desk and I wrote down every single task I was doing the day doing during the day throughout a few weeks and so at the end I have this long list of stuff and I use the highlighter and I would highlight and group things together and once I did I started to find common pieces I was spending most of my time running quotes answering customer service requests trying to handle my emails most of this stuff is non-revenue generating now obviously you got to run a quote to be able to get a policy sold but somebody else can do that because really it's just data entry so that's where I've started I typed out step by step how to do these tasks that I was working on first was quotes and then I recorded a video showing how to do it so in my agency we're very homeowners heavy I've networked with a lot of lenders through social media so I get a lot of 1003 forms coming in people requesting to get homeowners policies and so I recorded several videos here's how to read a 1003 here's how to gather the information you need here's how to enter it into my quoting form which I'll talk about later and then here's how to quote it in traveler Safeco Progressive Etc um and so by the end of it I was able to teach somebody how to do all the different steps and then you run into some issues figure it out houses look a lot different in the Philippines they don't know what our houses look like in the U.S so I had to record trainings on how to identify the type of roof how to identify the type of siding Foundation where to go online is in like Zillow and stuff like that to pull square footage so at the end I had a smooth process where I brought somebody in and had them handle all of my homeowners quotes and about two weeks into this process my virtual assistant handling it her name was Jane um and Jane's still with us she was able to do all of this stuff just as quickly as I was and so basically this cut down massively on my quote turnaround time I was able to get stuff done a lot faster Jane would finish the quotes I would verify the best one and I would send it over to the lender and so we were going extremely quickly and it saved me time so I was working less in closing Morse this was a proof of concept that this worked so I took what I did for homeowners and I did the same thing for auto and dp3s I worked with a lot of Real Estate Investors again met a lot of them in these Facebook groups so once I handed off those tasks more of the quotes were being done by a virtual assistant really I didn't have to do any of those I would do some commercial because I am still commercial heavy we're about 60 40. um so I would still handle those but all of my personal line stuff was being done I had a standardized way for everything to come into the agency it was a lot smoother so then I started looking at how to make this even better so what I use is WordPress forms just because I built my website on WordPress so I made these quoting forms that had conditional logic so basically you would enter name email phone number address Etc and then what do you need a quote on and you can click Home Auto Etc based on what you answer it'll change the next page and so if somebody said homeowners quote there's a different set of questions that come up if then if they needed Auto and then if they are needing a rental policy again a different set of questions so I talk about it here in this example basically if somebody said that they needed a renters or a policy for their rental property it's going to ask them a different set of questions what's the end use of this property this is a short-term rental is it long-term rental is it a Fix and Flip Etc so for example a lot of carriers don't like short-term rentals Travelers has an endorsement for Airbnb and stuff like that but some carriers don't so that would determine where I needed to quote it or if it's a Fix and Flip okay well this may be a builder's risk policy it may end up transitioning to a vacant policy but this tells me what questions I need to ask and so once this form was done completely and the data was always coming in the same way into my agency I could build training around that so I taught my VA hey when the answers are this you're going to quote it as this so if it's a Fix and Flip and somebody's renovating it right now and they tell you how much money they're putting into it okay you're gonna quote this is a builder's risk policy and here's the carriers you go to so it just made everything smoother and smoother as we continued so now I've not ran a personalized quote in a few years and it has been a really smooth process for me so next I went to the customer service staff I had to handle um I don't have one on my desk but the pesky letters you get in the mail all the time for mortgage changes basically I just scan those and forward it to my VA she takes the information enters it into our service request form which puts in our CRM she handles it but again same process I typed out how to do it recorded a loom video showing it and then the va's handled it from there and so we did the same thing with sending ID cards making driver changes sending certificates of insurance so now at this point all of the quotes in my agency and roughly 80 percent of the customer service tasks were being handled by a virtual assistant all I had to do is sometimes gather the information or send them the form to fill out and then I had to present the quote so I cut my workload by 70 percent probably like I said a lot of my book is commercial so I get a lot of referrals from small business owners so I started recording videos on how to quote simple Bops started recording videos on how to complete forms Etc this is definitely the hardest piece of the process if you're going about doing this the forms is a headache because most people hate forms um and so teaching somebody how to do something that's a little more complex is kind of a pain um but basically once I got all this stuff done I started telling friends in the industry what I was doing and started helping them do the same thing and they said you know you're really on to something a lot of people need what you're doing would you help us and so never had any intentions of starting this um to go out and do it for others it was something I built for myself but we've had tons of success teaching other people how to do the same thing and so it's been a lot of fun and very encouraging there so again use this framework because I promise it's works we've used it with a ton of Agents so far so the first thing you got to think about is your insurance agency is like a computer so I'm not saying this to say that it's super complex or anything it's just computers basically they're programmed to handle a certain set of tasks the same way every time so if you put in an input it's going to do its process and then spit out an output and it's going to be the same thing every time and so your agency's the same way you only have a certain amount of things you have to do in your agency so if you work backwards and you know what you're trying to get to you can back into all right what are the pieces that have to be handled along the way to make sure that this gets done correctly every single time so that's what I was able to do in my agency and really in your insurance agency you got to find a way to bring in clients or prospects you have to educate those prospects you have to offer them Solutions and then offer ongoing support to anybody that ends up working with you nothing too crazy the agency that brings that does this the best will bring in the most business they will keep and retain the most clients and they're going to be the most profitable long term so basically right here I've drilled down all the key pieces of an agency so you got to do lead generation you got to generate people who are interested in letting you quote their insurance and then once you have those leads you have to quote those people so you got to take that information enter it into the carriers and get quotes then you have to present those quotes to people and get them to agree to go with that policy and fire their current provider then you have to onboard them into your agency we call this making Build-A-Bear clients because we are priming the future interactions and building our ideal clients I'll tell you more about that later um and then we've got ongoing customer service so basically you've got to handle all the customer service requests that come in during that policy period so all of that above you can drill it down into three main parts Marketing sales and service so let's dive deep into each of those so for lead generation there's a lot of ways you can do this the the purpose of this video is not to tell you how to bring in a thousand leads a month if you have any questions here's my website right here winwithc4.com fill out a form there and contact us I can get on a call with you or somebody on my team can teach you some of the stuff that we do but basically you can cold call internet leads you can pound referrals and bring them Donuts uh you can ask friends and family for referrals run giveaways on social media tons of different ways to bring in business again you can find all the favorite ways you want to do that but in the lead generation part here I'm going to talk about one of the pieces that everybody overlooks and that is clean data so you've got to start with the end in mind so once you find a way to bring in those leads you're probably going to be prospecting the same way every time so you you know what type of data you need to get a quote so go ahead and build out your stuff to match that so for example in a car insurance quote you know that you're going to need name date of birth address driver's license number the state that the license is in and then for the vehicle you're going to need year make model VIN number and then you need that same information for any drivers that are going to be on the policy if you already know these things go ahead and ask for them up front once you have that information you can run quotes you can pull reports whatever you need to do and you can begin an educated conversation with the client you can talk about coverage gaps and what they're missing but this is how you get started so basically I just built out a uniform way to do this every single time inside of my agency like I said earlier I use WordPress forms I built out my website on WordPress you can do the same thing with Google forms jotforms Etc I like jot forms if you're not built out on WordPress I think that's a really good option I think it's like maybe 30 or 40 dollars a month for the pro version of jotforms and that's more than enough to be able to handle most of the things that you need to do so anytime somebody gave me their info to quote I would input the information or my virtual assistant would would put it all in onto the same form every single time so the data is always coming in the same way in my agency so really the way that I went about doing this is I built out a form I had sat down on a sheet of paper and I planned out the questions I needed and then built it out that let me make all of the conditional logic that I wanted then I created a pipeline inside of my CRM I use agency Zoom highly recommend it if you don't have one and then I connected my form to agency Zoom via zapier I had a zap that would pull all of the information anytime the form was filled out it would create a lead inside of agency zoom in that pipeline and then it would fill in all of the information into the different fields and then anything else it put it in the notes section and it would come in into my new section or my new stage of the pipeline it would send an email to my virtual assistant to go check it and she would get started on the quotes and I can talk more about some of the automation later but basically having a clean data intake system allowed me to make sure that everything always came in the right way and it's a hundred percent necessary going forward because you got to have your automation firing correctly every single time so that your agency can operate as efficiently as possible so then with quotes think about how much time you are wasting in all of your different carriers now hear me out so I started with a Raider and basically I had a virtual assistant that would enter the information into the comparative Raider and then they would go in each individual carrier to pull reports that was a lot of time lost and before it was even worse when it was just me doing everything so I was spending at least 30 minutes to an hour per household and so that's a ton of time out of my schedule so when I hired a virtual assistant to do this I saved time and I pay them a lot less than what my hourly rate is and so this is money back in my pocket the virtual assistant could do the same quote every single time because all the data was uniform and it's the same information we enter every time it's just copy and paste it's super simple and so that's the only way you can scale and grow long term so basically I had to build out cleaned out of intake systems and then I had to have training on a few things how to quote in all the different carrier sites so how to quote a home in Travelers how to quote a car in Progressive how to quote a rental property in foremost Etc and then I had to make coverage standards so for example in my agency we don't do any less than 100 300 100 limits on car insurance we always do 500 000 on liability on homes Etc so it's eight minimums in South Carolina where I'm at is 25 50 25 we will not do this we educate our clients on why they need more coverage and so I had to teach my virtual assistant hey no matter what coverage they currently have here's how we quote it and then I had to teach on how the data all flows together how the quotes go into the CRM and the AMS so my virtual assistant would finish the quotes they would upload it into the opportunity tab in agency zoom and then they would move the quote from quoting to quoted which sent an automated email to the producer to go check out the quote and present it to the client so let's say that you are currently doing 50 000 per month um in South Carolina that's basically 10 households uh average household is just shy of about five grand say you got a home and two autos and let's say you're closing about a third of all those people which is pretty strong but again we want to be conservative so that means you're closing 30 households every or you're quoting 30 households every month so that is at least 30 hours of work you are spending just running quotes and again running quotes is data entry it is copy and paste as long as your data is correct somebody else can do this very easily anybody could go run a home insurance quote so let's go back to the scenario and let's say your team is running quotes So if you do a quick Google search it will say that the average CSR in the US makes just shy of thirty nine thousand dollars a year which comes out to 18.65 an hour and this is assuming that your CSR is the one doing quotes you better not have an agent doing this wasting their time because they need to be out prospecting off my soapbox okay so that means you are spending roughly fifteen hundred dollars per month just to have quotes finished regardless of if you close them or not and that comes out to just shy of 18 Grand per year so I'm going to show you how you can cut those expenses by more than 50 percent basically you're going to be spending about 30 to 40 percent of that number by just teaching a VA and having them handle everything so ultimately you're going to save over 20 grand just if you copy what I have done in this document where we've outlined a lot of it we're going to continue to do it as we go down so that extra cash flow you can spend it on buying more leads you can spend it entertaining your prospects you can spend it at Disney World with your family whatever you want to do but my secret sauce has been virtual assistants each of my va's I bring them in I teach them on my standard operating procedures they watch all my videos they take quizzes at the end and I know that they know how to do my tasks the right way every time what I have found is these virtual assistants a lot of times are even better than a local employee they care a lot more they are very detail-oriented they work really hard they educate themselves in their off hours so that when they come in and are working in my agency they're doing an incredible job so I could not recommend a virtual assistant anymore it's gonna it takes time to bring in a team member but once you put in the time on the front end making smooth processes you're going to fix a lot of your your bottlenecks and the issues you're going to have and the virtual assistants they're a fraction of the cost so it's a sunk cost anyways you got to train somebody do it for 40 or 40 of the other employees cost so then we get to the presenting and quoting step of all of this and basically insurance agents have screwed up for a lot of years it is a race to the bottom line and people are massively missing the mark now I will say this is something that captive agents do a lot better than independent agents because they don't have all the options Independents are like I can quote everybody let me show you how much money I can save you when in actuality that's not what it's all about obviously price does matter but if you commoditize your product you're going to be in trouble so I learned this from a mentor of mine we call it the Swiss cheese delivery system so basically insurance agents we all get pissed that customers all they care about is the price they don't look at the coverages they don't look at their limits they just go to the bottom of the page how much am I paying all right so when you were in school how many classes did you take on how to buy insurance I know that when I was in school there were none so that means that you learned how to buy insurance by buying Insurance who taught you how to do that an insurance agent so we insurance agents are screwing up we are teaching other consumers how to buy insurance the wrong way we are the ones focusing on price so just change it if you don't play that game you're not competing with people on the same field and you've got the opportunity to win so don't play that game so what we do is we take a look at their policy and we're going to go in depth with them we record a loom video presenting it and we also do it over the phone and we're going to show them how their current coverage or service has more holes in it than swiss cheese that's where the name comes from so basically most policies that you're going to get in are going to have issues there's going to be something that's missing and if you educate your clients and explain hey here's what this coverage actually is and here's an example of how it could go really bad if you're not covered do you want that to happen to you no well okay well if we add water backup coverage it's forty dollars per year to add at least 10 grand in coverage is that worth it for you yes okay well you've built forty dollars of margin in now let's just go through all the other stuff that they're missing and you're going to explain why your policy is more expensive but why it's so much more valuable so really the way that you need to think about it are you worth more than ten percent more than your competition I know that I am I know that the service I provide is definitely worth at least 10 percent more than what everybody else is doing so you either got to increase your confidence in yourself or you've got to increase the value that you're providing to your clients just refuse to be like the other agents give better service don't sell on price and watch your closing rates go up I promise you so when I started asking more questions to clients about hey do you know if this is covered on your current policy well actually it's not covered here's what this is does that scare you yes okay well if I could cover that for an extra sixty dollars per year is that worth it yes okay cool well I'll make sure that we cover that on our policy when you we get you Rewritten assume the close you're the one that's taking care of them by the end of it they're going to be so pissed at their agent that they have had their pants down for all these years that they're going to be dying and begging to come work with you and so that's how we have been able to have a lot of success I spend a lot more time with my customers and I have a ton more success I can spend more time because I'm not spending my time running quotes and handling customer service tasks you need to free up your producers to actually spend time building relationships all right so the next thing that we do is we onboard and streamline and Prime all of our future interactions really well so good and bad thing about insurance it is full of C players everybody is doing this minimum status quo everything they need to do to get by but nothing extraordinary and this is a massive opportunity because it does not take much for you to move the needle and show how much different you are than all of the other agents your first opportunity to do this obviously is when you're presenting quotes to a client but your first chance to do it with a client is your onboarding process and you want to show how you're different than everybody else so what I did in my agency is I outlined what I wanted everything to look like I sat down on a notepad and wrote out hey I want everybody to get a welcome email I want to educate them on how to get the service done correctly in our agency I want them to get one to two check-ins during their policy period and then I want to go ahead and prime the renewal conversations four or five emails that you need to send it's not that hard just plan out what you wanted to look like type it out one time plug it into your automation system agency Zoom does this and then it is done forever you went the extra mile up front and you're going to have something set up that your competition has never even considered and you're miles down the road ahead of them your customer is going to think you're so on top of the ball and you work all the time when in actuality you might be sitting on the beach but your CRM still sending emails so like I said I do all this through agency zoom and basically anytime I move somebody to the closed tab it adds them to our onboarding sequence and start sending out all of these emails so one day after the purchase they're going to get an email from me and it's basically me saying thank you so much for choosing to work with our agency obviously things are going to come up that's why you bought insurance if you ever need anything the fastest way is fill out the service request form it's going to tag in our agency and we're going to have it handled within two hours if you need to talk to somebody here's our phone number here's our company email feel free to reach out however is easiest to you but I call this making Build-A-Bear clients because a lot of times you're going to be pissed off when clients are calling all hours of the day sending texts sending emails Etc when you never told them how to reach out so just like going to the mall and making your Build-A-Bear exactly how you wanted it I'm teaching my clients to be the exact clients that I want to service so when they fill out my customer service form again clean data in it goes into my service pipeline the same way every time it tags my team they know exactly what to do they can Bust It Out extremely quickly and it saves us all the time of having to be on the phones going back and forth Etc it asks all the questions the right way every time nothing ever gets missed so again customers are crazy people are people you're still going to get 3 A.M phone calls I literally got one just a couple of days ago and it was a client that had totaled her car she kept calling me all night um when I woke up at 6 00 a.m I spoke with her got the claim filed got everything situated you're never going to completely end that especially if at any one point you have given out your cell phone to your customers it just happens but you can massively cut down on that if you just Prime everything another benefit of automation is one week after the sale I have an automated email that goes out asking for Google reviews and referrals most people never even ask for referrals I make sure at least once it's getting done by automation now I have other steps in my process where I'm asking for them over the phone or in person but no matter what even if I forget that even if I don't do the other tasks my CRM is doing it for me so just think about all the different interactions you're likely to have in your Agency for example you know that somebody's going to renew 6 or 12 months after they write a policy go ahead and set that up so in my agency I have got text going out 60 days before their renewal it this is for a personalized example so we ask the people to fill out our renewal form and basically the text message says Hey thank you so much for choosing to do business with our agency we're coming up on your renewal we're a couple months out we're working on everything right now if you get a chance fill out this form and it'll help us make sure everything's smooth and done as quick as possible it's going to ask them any recent changes if they've purchase any Vehicles if they've made improvements on their home Etc these are potential cross-selling opportunities it's also cya on your Eno it's making sure that you're covering everything you can and it makes sure that we're getting the coverage right I mean that's that's extremely important and it's saving us time on the phone if somebody can fill out this form I don't have to get on the phone for 30 minutes to an hour that's so much more productive now obviously you still need to get on the phone with your clients and talk to them keep the relationship Etc and we're still going to chat with them whenever we present the renewal but this is going to cut down on a lot of time and again that time is time that you can spend educating more clients and growing your agency the more that you can plan for what is going to happen in your agency the more you look like an expert people like dealing with experts because they have experience and they've been there before you can see problems before they arrive and go ahead and fix them and I promise when this process starts to crank and starts to work it really does work I get emails like this every single day good morning Tyler so and so recommended I reach out to you I have two martial arts gyms yada yada yada can you do my insurance every single day we get these on personal lines and Commercial clients two martial arts gyms I don't know if you do much of that these were two Brazilian Jiu Jitsu academies we placed them with knk they weren't that big but this guy he's got two gyms he's got a home he's got a few cars some collectors cars it ends up rounding out to a nice account when you've got a process dialed in and you are on point when you're educating clients you're gonna look like the professionals and the thing is is clients are going to feel special and then they're going to share this with their friends because people feel like they're getting clout whenever somebody else is recognizing them as having something cool most agents are C players so you're going to kick the teeth out of everybody else's mouths When You're just showing how you go the extra mile and these people are going to want to refer you to all of their friends all right so next again the reason you get paid renewals is because of customer service you do have to do work during the policies not all sunshines and rainbows but again you're an expert and you see these problems before they happen and you've got a plan so what you need to do is you need to outline what are the most common customer service tasks that come up I can go ahead and give you some you're going to have claims you're going to have renewals I think fall in there mortgagee changes ID cards billing questions Etc so make a process for all these things when somebody has a question you have your customer service request form no matter what if they call in email text Etc you take that information you fill it out on the form that documents it in your CRM good data in means good data out it doesn't just end with quotes and so we do this the same way every time I use service center inside agency Zoom it's a little bit more to upgrade to the service center but I think it's super worth it and I have a service pipeline this allows me to track how long it takes for all of our customer service requests to get handled it gives me a good finger on the pulse in my agency to know how well we're taking care of our customers and how quickly we're getting back to them and kind of like I mentioned the first places I would start mortgage changes certificates of insurance sending ID cards sending deck pages adding and removing drivers and vehicles handling claims and with claims I've got automation set up too so when something is tagged as having a claim and I just have that in my conditional logic in my form it will send automated text messages basically a day or two later it's asking them hey has the adjuster reached out a few days after that hey how's everything going have you heard back is there anything you need a few days later hey how's the claim process going do you need me to get involved with anything they're going to think you're thinking about them all the time you may be on the beach it's just your CRM is doing everything for you and then we've got miscellaneous endorsements a lot of times this may just be reaching out to an underwriter but again we have a process for it so that's how I automated my agency and killed so much of what I was having to spend my time on so you've got an idea of what is working and what's going on if this is something that's interesting and you want to know more about this process I've got an offer for you so if you're an insurance agency owner or an aspiring agency owner and you're looking to grow or if you're a producer who's not satisfied with your current results and how you're spending your time or if you're just an agency owner who's burnt out and can't keep on doing the way things the way that you've been doing them and you're currently doing at least thirty thousand a month in new business and you want to scale your agency in monthly new business as well as smooth out your current processes for servicing clients and you want a way to effectively turn your agency into an engine that just runs a computer where all the processes are handled and runs largely without you without spending tons of money then you've come to the right place so if you're interested I will my agency automated blueprint into your agency we're going to replicate the exact same process that we did in my agency inside of your agency we're going to do it in less than half the time I am extremely confident that within the next 30 days we're going to add at least 20 hours per week back in your schedule or you don't pay I know that this thing works because we've done it so many times now and it worked wonders for myself so if you want to see similar results to what I had if you want the same systems installed click the link below there's going to be a link to book a time to chat with myself or my team we can hop on a call even if we're not a good fit to work together we will explain strategies that we think would work for you because again some agencies are unique you may be more commercial focused and you may be a specialty agency we'll talk about what we think would work for you so worst case scenario you get something of value best case scenario we should be able to save you at least 20 hours per week so I look forward to getting a chat if you have any questions let me know hope you have a great day thanks hey y'all thank you so much for watching this video if you found it helpful and if you want to start the process of automating your insurance agency and getting back 20 to 40 hours per week of your time click the link below book a time to chat with myself or my team other than that I look forward to chatting with you and I'll see you in the next one