Agency Zoom Automation Order
"New" Personal Lines Lead Automation
Work Flow Order
Work flow consisting of text and email templates for selected lead source
Agent Name
*
First Name
Last Name
Cell Number
*
-
Area Code
Phone Number
Agency Name
*
Agency Zoom Login Email
*
example@example.com
Agency Zoom Password
*
Lead Source Flows Selected ($150 each)
Auto No Home- Bundle
Home No Auto- Bundle
Auto No Home- No Bundle
Home No Auto- No Bundle
COI/Customer Referrals
Cold Leads
Event Marketing- Booth
Event Marketing- Host Event (your agency is the host)
Event Marketing- met at event (met the lead at an event like BNI or Chamber)
Facebook Funnels (give away funnel)
In Bound- Call in/ walk in/ mailers/ live transfer leads
Magnet Marketing Mailers (home insurance)
Internet/Paid Leads (active shoppers)
Mortgage Lenders/Realtor Referrals
Network Group- Lead from another member (example: BNI member sends you a referral)
Social Media
Team
Win Backs (soliciting past clients that have canceled)
Select Quantity based on number of sources selected above
prev
next
( X )
"New" Personal Lines Lead Automation
1 Workflow for a lead source category
$
150.00
Quantity
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Payment Methods
Debit or Credit Card
First Name
Last Name
Credit Card Number
Security Code
Card Expiration
Please click one of the PayPal options to complete payment and
submit
the form.
Submit
Should be Empty: