With so much technology revolutionizing our daily lives, having an automated business process in place could make a significant impact on you and your agency.

So, if you feel like you’re spending way too much time on your insurance business every day – you’re definitely not alone!

All too often, insurance agents end up performing repetitive tasks on autopilot without realizing there’s a better, more efficient way. Instead, you should be focusing more on “mission-critical” tasks and bringing in sales. Not only could implementing an automated business process help you become more efficient, but you could also notice a boost to your bottom line.

Who wouldn’t want that?

Here we will discuss how to have more time throughout the day as well as experience a faster ROI by automating your leads and other areas of your business.  Cody Baker & Sandra Gebhardt join us to discuss everything automations as well as the benefits of The Insurance Lead Machine.

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What Exactly are Automations?

Just the word “automation” can be scary to some people, but it really doesn’t have to be. In fact, you’re probably already automating things in your personal life without even realizing it.

automated business process

Do you use services like Amazon, Grubhub, or HelloFresh? If so, you’re already automating how you purchase household products, restaurant food, and groceries. With any of these types of services, all you need to do is pick up a phone or tablet and connect via an app, and you never have to leave your house. Can you say permanent pajama party?

But what does this mean for your agency?

In a nutshell, it means you have every opportunity to automate processes and make things much easier. You’re not trying to replace everything, and you’re not trying to replace personnel.

With an automated business process in place, you’re working smarter, not harder. We all have the same amount of time every day, and there are ways to maximize it so that you can focus on more money-making tasks.

Simple Automated Business Processes Agents Can Start With

automated business process

In today’s app-filled world, you probably said, “there’s an app for that” more than just a few times. And it’s true!

So many apps exist that not only can help you make your personal life easier, but also help you streamline your business processes. Between communication tools like ClickFunnels, Survey Gizmo, and Twilo, keeping organized and automating tasks are right at your fingertips.

As an agency owner, having these types of tools is invaluable. You should be incorporating systems into your business that help you maximize both your efficiency and productivity.

And nowhere is this more true than with automating your leads.

You know those leads that you quoted and never heard back from. The people you reached out to and never heard back from. You’re an insurance agent, so of course you have leads that you’re sitting on as well as those that are constantly coming in.

Those leads are your direct line to more policies and sales coming through the door. Tapping into an automated business process that helps you manage them should be top priority.

Maximize Your Time & ROI with One Incredible Resource

automated business process

We’re not kidding when we say that using just one resource to automate your leads is a game-changer.

The Insurance Lead Machine is a system that is not only easy to implement, but it does all the automation for you. It’s plug and play, comes with a ton of training, and you also get a free onboarding call. All you need to do is request a free 7-day trial, plug in your leads, and let the automation do the rest.

And if you’re worried that using this system will be complicated or take a lot of time to set up – don’t!

You can get set up in just a few hours, and they’ll help walk you through it. Plus, you can start making money during the free trial, so there’s absolutely nothing to lose by giving it a try.

What does The Insurance Lead Machine do?

You can take leads from lists, CVS files, or real-time data coming in from Facebook and automatically drop it into the system. It’s completely customizable with scripts, sequences, and a whole line of products to maximize your leads.

Plus, you can utilize innovative strategies like SMS messages, ringless voicemail, surveys, and autoresponder campaigns so that you can get in touch with leads much faster with its easy-to-use mobile app. No more late nights stuck at the office or taking equipment home! Having all these components in one will also enhance your ROI as you likely won’t need the other systems and processes you’ve been using individually to process and follow up with leads.

The best part is that it works for any insurance type, so no matter what kind of agency you have, you can use the system to automate your leads.

You’ll also save tons of time as you won’t have to micromanage your staff as you can see real-time what’s happening in your office. You’ll have direct access to see how many people are being contacted and which ones are responsive to your team’s follow-ups.

In addition to the money you’ll save, the system can also help you retain sales staff with a more streamlined process. They’re not cold calling as many people as possible anymore. Instead, they’re talking to people who are interested, scheduling appointments, and closing deals.

It also works well for both individual agents or those who have a full-blown agency. But one word of warning, the system is so good, you may end up having to follow up with too many people. One agent uploaded a dead list of 500 people, went out to dinner, and came back to over 60 leads to reach out to!

The Insurance Lead Machine comes with tons of training, so you won’t be left for days to figure it all out. In most cases, agents can get started within 24 to 48 hours within signing up. And if you can start generating sales during the free trial, it’s a win-win!

Claim your 7-day free trial here.

Looking for Additional Resources for Your Agency?

Regardless if you take advantage of the free trial, it’s a good idea to review how you can work smarter in all aspects of your business. Look for automated business processes that can help you get the same or better results but spend half the time. As you do this, also try to find those systems that you can implement in your personal life too, which will help you be more efficient, and enjoy more freedom.

If you’d like to discuss some additional resources that can help you do this, feel free to reach out to the Jumpstart Go team here for more information.