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Independent Agencies
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Independent Agent Packages
Minimum Purchase of $500 to build
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New Business Growth Package
$
1,200.00
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PACKAGE-UltiMate Automate - IA
Requires Zapier Pro or Higher, Jotform, Facebook, Cloud Storage, VOiP System, CRM, AMS, Logo, Chat GPT
$
8,000.00
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PACKAGE-MasterMind- IA
Requires Zapier Pro or Higher, Jotform, Facebook, Cloud Storage, VOiP System, CRM, Logo, Chat GPT
$
5,000.00
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PACKAGE-EliteFlow- IA
Requires Zapier Pro or Higher, Jotform, Facebook, Cloud Storage, VOiP System, CRM, Logo, Chat GPT
$
3,000.00
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PACKAGE-ProTrack- Any Agent Type
Requires Zapier Pro or Higher, Jotform, VOiP System, CRM
$
1,500.00
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PACKAGE-StarterSync- Any Agent Type
Requires Zapier Pro or Higher, Jotform, CRM
$
750.00
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Personal lines electronic quote form package with Zap to CRM for new lead creation with text tag opt-in.
Home, Auto, Life, Renters, Mobile/ Manufactured Homes, Recreational Vehicle. WITH Text Opt In Automation
$
1,500.00
Commercial electronic form package with text opt-in
Includes Commercial General Intake Form and Commercial Auto/ Amazon Driver Form. WITH Text Opt In Automation
$
700.00
Medicare, individual health, group health electronic form package with text opt-in automation.
Medicare Consent to contact form, Individual Health form & Group Health initial form for new business quotes. WITH TEXT Opt In Automation
$
700.00
All purchased electronic form data saved to a cloud folder.
All date from electronic forms (unlimited if we built them) saved to your cloud storage.
$
500.00
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Ring Central Recorded calls saved in the cloud.
Call recording from your VOIP saved in your cloud storage.
$
500.00
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Ring Central Recorded calls transcribed and saved in the cloud
All calls in Ring Central transcribed and saved in your cloud. This is great for sales training, E&O and to get a snap shot of a call overview. (This utilizes Chat-GPT AI)
$
350.00
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Flow Chart Mapping of Entire Build Out
$
250.00
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Electronic personal lines renewal form to Service Ticket in Agency Zoom.
This form gives clients the opportunity to tell you about home updates, aged in drivers, toys they purchased and so much more! Then it creates a general service ticket for your team! Spend time talking with clients not with data collection!
$
300.00
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Animated Motion logo.
(See image to the left for sample)
$
150.00
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90 days of Facebook posting.
Daily Facebook posting will be scheduled and created with form links as the call to action.
$
500.00
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Virtual assistant for Facebook Messenger with smart reply capabilities.
We build and train your custom virtual assistant to respond to clients via Messenger and give out quote forms and more. Bot is multi-lingual, can share public state specific insurance information and facts about your agency, so you never have to respond to messenger again! (Chat-GPT Subscription will be required to be set up)
$
750.00
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Custom event electronic form automation to CRM.
Use these forms for events such as home and garden shows, car shows, drawings and anywhere else you want to gather new leads! This will send new leads directly to your new business pipeline.
$
300.00
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Automated CRM/AMS integration.
Integrate your CRM and AMS systems to have the leads created in one then flow over to the other. Two way integration to avoid double data entry. Example; AgencyZoom & EZLynx.
$
1,500.00
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Fully automated VoIP text compliance tagging for new leads and existing customers.
Allows new Clients to Opt In to texting and the Opt-In Tag to be applied to the New Lead & Existing Customer in AgencyZoom.
$
1,500.00
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Website built on GoDaddy.
This simple but clean single page site is built on your Go Daddy account so you always have control. Perfect for captive carriers who already have to pay for their company page but still want to brand themselves.
$
1,500.00
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Custom Project Hours- Price Per hour
Have a customer project you want done, but not sure where it would fit? We can give you an estimate of hours or you can buy them and bank them for use for up to 6 months!
$
275.00
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Referral Lead Form to Referral Pipeline
Streamline your referral process with a lead form that seamlessly feeds into your referral pipeline. Maximize the potential of client referrals with an automated system.
$
300.00
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Nerdphone Voicemail Recording saved to Cloud & AgencyZoom Notes
$
500.00
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Nerdphone Voicemail Transcribed to Text
(This utilizes Chat-GPT AI)
$
350.00
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30 Days of Facebook Posting
Daily Facebook posting will be scheduled and created with form links as the call to action.
$
250.00
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