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Entrepreneurship

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

Sales & Marketing Automation CRM System for Insurance Agencies | Independent Agentshttps://ezytise.com/insurance-agencies | (480) 442-1468To book your Live Demo: https://ezytise.com/demoHi! Patrick Zerarka here!I’m goanna keep this video very short and to the pointBut 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 hereWe 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 othersWe have helped many successful insurance agencies implement EzyTise seamlessly – Please take a moment and read our 5 Star ReviewsAgency 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