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[2023] – CRM & Workflow Automation Marketing System for Insurance Agents [Video]

[2023] – CRM & Workflow Automation Marketing System for Insurance Agents

Sales & Marketing Automation CRM System for Insurance Agencies | Independent Agents
https://ezytise.com/insurance-agencies | (480) 442-1468
To book your Live Demo: https://ezytise.com/demo

Hi! Patrick Zerarka here!
I’m goanna keep this video very short and to the point

But first, I wanna tell you that I’ve been in your shoes before – I myself owned and operated my own insurance agency, worked as a business consultant directly with Independent Insurance agents, and also worked as a marketing rep for carriers like Travelers, Nationwide, MetLife, Allstate, and others.
So, trust me when I say we know & understand the P&C world very well…
And we know Insurance Agents don’t need flood of marketing ideas, or get another training – What they truly need is HELP
EzyTise was designed from the bottom up with YOU the insurance agent & business owner in mind.
Having worked with hundreds of Insurance Agencies helping them develop sales & marketing growth strategies, I can tell without any hesitation it’s NOT easy to execute a marketing strategy – There’s a lot work involved. And for another reason, that you probably know very well. TIME CONSUMING…. And who has the time now day – right?
So, why am I telling all this? Because I heard it again and again from many insurance agents. “ WE DON’T HAVE THE TIME” Patrick – We love to the sound of it, but we simply don’t have the time to mess with it – I get it… and I am glad you’re here
We can help you…. With Our All-In-One WORKFLOW AUTOMATION & CRM System.
We have built Pre-Designed Templates with a click of a button at your fingertip, you can automate your upcoming renewals, automate your mono-line cross-sell campaign, automate your retention initiatives, reputation management, send ongoing beautiful html email reminders, SMS notifications, voice-mail drops, webchat, automate your online booking calendar and even Automate your Social Media Content Posting.
If that’s not enough – Our WORKFLOWS can also be used for your team communication, so everyone is kept informed when a task is assigned.
EzyTise is SO easy to implement and can save you a lot of time and consolidate cost by simply using our smart pre-designed automated workflows to help manage your day-to-day operation and to finally be able to focus on selling and growing your agency.
In addition, you can use our AUTOMATION System and CRM Functionality for your prospecting pipeline – New Business right… Again, use our pre-designed templates to automatically follow up with your prospects, and NURTURE your leads with multiple touches on auto-pilot to grow a predictable sales pipeline without having to lift a finger.
In-fact our Mobile App comes very handy when it comes to real-time prospecting
BTW,,, These are well designed Plug-&-Play templates which you can customize to your needs if you chose to do so.
Not to mention, you can also create & host unlimited Sales Funnels, host your own website, and deploy our webchat directly to your main website.

Talking about an All-In-One platform… We even built a single INBOX hub to manage all your internal or external communications – where users can replay directly from within EzyTise. Missed calls replies can be done automatically, tasks and note can also be added automatically, and much more…
You can integrate Facebook, Instagram, Google-my-Business profile, Google-Ads, Google Analytics –
And on top of that, we have our own Zapier App so you can connect with over 3000 software, including EzyLynx, Salesforce, DocuSign, and others

We have helped many successful insurance agencies implement EzyTise seamlessly – Please take a moment and read our 5 Star Reviews

Agency Workflow AUTOMATION approach It’s a simple solution, don’t over think it and embrace it. Successful Agency Owners are actually increasing their Agency value by implementing AUTOMATION solutions and New Technologies in their day-to-day operations to stay ahead of the competition – That’s the current reality.
Plus, we are here to help… with our 1:1 onboarding process we make it very easy for you to implement EzyTise.
We hope EzyTise is what you’ve been looking to take your agency to the next level – If you’re still on the fence, by no means book your personalized LIVE Demo so we can answer all your questions and show you the power of EzyTise.
If you’re ready, let’s get you started and onboarded today. Thank you!

Other Videos: https://www.youtube.com/watch?v=UIUoy4NxwEM

#insuranceagent #insuranceagency #crm

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Categories
Entrepreneurship

How To Start An Online Six Figure Business in 2022 (Go From $0 To $100,000 In One Year) [Video]

Learn step by step how to start an online six figure business in 2022 and go from $0 to $100,000 in one year. This is the same strategy i used and how I went from $0 and to six figures in one year starting my online coaching business. Subscribehttp://www.youtube.com/shaunsurgener?sub_confirmation=1LINKS: 🏦 EARN 8.05% APY WITH GEMINI EARN: https://www.gemini.com/share/enq4zdlce📈 Earn Free Stocks With RobinHood 🤝 https://join.robinhood.com/shauns824💰 Earn Up To 12% APY on Voyager Crypto Staking https://voyager.onelink.me/WNly/referral?af_sub5=248C02USEFUL COACHING GUIDES (FREE) ✓👉 Create Life On YOUR TERMS and Maximize Fulfillment in 90 days https://www.shaunsurgener.com/ultimate-guide-to-a-life-unleashedTOP VIDS YOU WILL ENJOY 🔥👉 6 BEST Dividend ETFs For Passive Income 2022 (That'll Make You Rich) https://youtu.be/9DpEYRbjw88👉 5 Best Travel Credit Cards 2022 https://youtu.be/c-M2CXDVWCY👉 Top 6 Monthly Dividend ETFs To Earn Income 2022 https://youtu.be/t5o1paNg7fQ👉 Top 6 Vanguard ETFs To Buy In 2022 https://youtu.be/S1lOtM3pBI4👉 5 Monthly Dividend Stocks That Will Pay Your Bills (High Yield) https://youtu.be/KtMP7RwdJCY👉 5 Easy and Free Ways To Make Money Fast Online https://youtu.be/P5uJoB1uwRg👉 High Yield Savings Accounts You Must Have https://youtu.be/pRIEDi0T7b8👉 How I Saved $100k In 4 Years With No Job https://youtu.be/wVbTD9BujnQ👉 Once You Save Your First $1k- Do This https://youtu.be/TNigVNNk0NI👉 How To Turn $10k Into $1million https://youtu.be/ufBovBRndjw👉 $60million Bel Air Mansion Tour https://youtu.be/G3a-gvOXIPQWORK WITH SHAUN🔥 Life & Finance Coaching https://www.shaunsurgener.com/ultimatelifeunleashed💪 Fitness Coaching https://www.shaunsurgener.com/fitness📅 Schedule Free 30min Consultation https://calendly.com/shaunsurgenercoachingSOCIAL▸ Website: https://www.shaunsurgener.com▸ TikTok: https://vm.tiktok.com/TTPdjkErsd/▸ Instagram: https://www.instagram.com/shaunsurgener/▸ Facebook: https://www.facebook.com/shaun.surgener/▸ FB Coaching Page: https://www.facebook.com/groups/669121597222531▸ LinkedIn: https://www.linkedin.com/in/shaunsurgener/QUESTIONS?👉 DM Shaun on IG @shaunsurgener 👉 Comment on the videoTIMESTAMP:00:00 Intro00:24 Find A Problem To Solve3:47 Identify Customer Avatar4:41 Create Your Offer5:19 Find Your Audience5:58 Engage and NurtureStarting an online business can be challenging but in this video I want to walk you through step by step how to start an online six figure business in 2022 and go from $0 to six figures in just one year. This is the strategy that I used to get my first six figures as a fitness coach and eventually also becoming a life coachThis process works no matter what type of online business or even retail business you have. It even works for e-commerce business, brick and mortar, and more. This process will help you create an online business in 2022 so that you can make money online fast and make money with no investmentHere's how to start a business online and make your first six figures as an online business or business in generalSTEP 1. FIND A PROBLEM TO SOLVEEvery business has one purpose. To solve a problem. If you are going to have an online business, service based business online, you need to understand what problem you are here to solve. SKILLSWrite down what you are skilled at or willing to learn. I also talk about side hustles and side hustle ideas on my channel all the time. PASSIONWhat are you passionate about. What brings you energy. Write down everything that you are passionate about.ECONOMYWhat will people pay you for?Then you want to determine how these all combine. For me I was into fitness and nutrition and decided to be an online fitness coach and eventually a life coach.STEP 2. IDENTIFY CUSTOMER AVATAR.The key to a successful online business is knowing your audience. Breakdown everything you know about your potential customer. From age, gender, location, desires, fears, wants, dislikes, etc.STEP 3. CREATE YOUR OFFERCreating a successful online business means you need a great offer. Customers should know exactly what they are getting purchasing from youSTEP 4. FIND YOUR AUDIENCEIf you are going to build an online business or online service based business and make money online fast and go from $0 to $100,000 fast you must know where your customers are. Youtube, instagram, forums, blogs, twitter, tiktok, pinterest, etc.STEP 5. ENGAGE AND NURTUREStarting an online business is about creating community and groups. You want to provide valuable content and info to help people with the problem that you solve for free. Over time they will begin to buy from you so you can make money.This is how to earn money online, free ways to make money, and how to start an online business in 2022.❎ These videos are simply for entertainment purposes only and should not be considered financial advice. You (and only you) are responsible for any investment losses or gains.

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Entrepreneurship

What Is Service Automation? The Most Overlooked Source of Income for Small Businesses [Video]

Deliver impressively, create raving fans and increase customer lifetime value with service automation, the third component of business automation. Learn more about the benefits of service automation and see examples here:https://keap.com/product/what-is-service-automation?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=ytseo&utm_term=2024_04_19&utm_content=social___________________________Keap is on a mission to simplify growth for entrepreneurs. We liberate and empower small businesses to strengthen their families, communities and economies. For 20 years, we have been helping small businesses get organized, follow up and automate to grow sales and free up time. Today, as the pioneer of sales and marketing automation software for small businesses, Keap serves more than 200,000 users globally.Try a free trial of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=DEFAULT&utm_content=socialCheck out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=DEFAULT&utm_content=socialLinkedin: https://www.linkedin.com/company/keap-growingFacebook: https://www.facebook.com/keapInstagram: https://www.instagram.com/keapTwitter: https://twitter.com/keapgrowing

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Entrepreneurship

How to Add a Link to Your Instagram Bio For Your Business [Video]

Unlock the secret to turning Instagram followers into customers with game-changing Link in Bio tips that supercharge your sales process! 📔 Grow Your Career and Business with HubSpot Academy: https://link.gallery/hubspot.Hundreds of FREE Marketing Tools at your fingertips. Subscribe to take your business to the next level! Welcome to the official HubSpot Marketing YouTube channel. Your new home for expert marketing tips and templates to upgrade your digital marketing strategy and grow your business! HubSpot is a leading growth marketing platform that empowers thousands of companies with the tools they need to grow better. Here you’ll find fresh content on social media marketing (TikTok, Facebook, Instagram, YouTube, + LinkedIn), email marketing, SEO solutions, paid ads, business trends, and much more. All done in our one-of-a-kind HubSpot style. Be sure to check out our weekly content to start learning for FREE now!⚠ Disclaimer:The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.#HubSpot