Systems for insurance brokerages
In insurance brokerage, the website quote request that waits until tomorrow is often already signed elsewhere. And renewals slip when nobody calls the client before the date.
Quote requests handled the same day
Every website request or missed call gets a reply within a minute, asking for the type of insurance and the current renewal date. The broker calls back with the right information, before the client fills in three other forms.
The annual review, on the calendar
Clients shop mostly near renewal. An annual review on the calendar, with its reminder, has you talking to them first. Clients you have not spoken to in 12 to 24 months receive a reactivation message.
Referrals from happy clients
A happy client talks about their broker to family and coworkers. The referral program gives them a link to share, and each new request arrives with the name of who sent it.
I am not in your profession, and that is fine
I will not pretend to know your field better than you do. What I know is the mechanics that break the same way everywhere: the call nobody answers, the follow-up that never happens, the appointment that slips. I fixed them in my own business.
Essential $499/month, or Growth $1,999/month with managed ads and Google profile. Prices in CAD, plus GST/HST. See both plans