Your Agency's Tech Stack

Your Agency's Tech Stack
Name*

First NameLast Name
Email*
example@example.com
What is your agency PIF Count?*
Policies In Force
How many of your staff are responsible for sales?
How many of your staff are responsible for service?
What do you use for your VOIP/Phone System?*

NerdphoneRingCentralLightspeed8x8RicochetTwilioZoomOther
Tell us about your website.*

The carrier I represent owns my website.I have my own website & I have a website my carrier owns.I only have my own website.Other
What do you use for your CRM?*

AgencyZoomSalesforceSalesmateGo High LevelApexBetter AgencyAgency ElephantHubSpotKeapMonday.comOther
What do you use for your AMS?*

EZLynxSalesforceAMS 360QQ CatalystNowCertsGo High LevelBetter AgencyHawksoftOther
What do you use for electronic forms/data collection?*

JotformGoogle FormsGravity FormsSaltRisk AdvisorOther
What social media sites do you post on/ want to post on?*

FacebookInstagramLinkedInXTikTokTruth SocialYouTubeWhatsAppOther
What system do you use for Cloud Storage?*

DropBoxSharePointOneDriveGoogle DriveOther
What system do you use for email?*

OutlookGmailMailChimpOther
What system do you use for your rater?*

EZLynxQuote RushHawksoftPL RatingOther
What system do you use for inner office communicatoin?*

SlackTeamsPumbleGoogle ChatOther
Are there any additional softwares below you didn't mention that you would like to automate?*

Adapt APIAgency ZoomBombBombCalendlyCanopy ConnectDocuSignDropboxExcelEZLynxGAIL by LULAFacebookGmail/GsuiteGoogle CalendarGoogle DriveGoogle My BusinessGoogle SheetsHawkSoftIdealTraitsInstagramJotformLinkedInLoomlyMonday.comNerdphoneNowCertsOne DriveOpenAIOutlookQuote RushRingCentralSlackTeamsThanks.ioTwilioZoomHelp with Website DesignHelp with Logo DesignHelp with Social Media ContentFormStackMicrosoft BookingsGayaLossRunProOther
What is your estimated budget for us to build your automation?

$750-$1,000$1,000-$3,000$3,000-$5,000$5,000-$10,000Other
Schedule your results discussion here. (30) Minutes
Please be advised that a Zapier Pro subscription is mandatory for any build we undertake. Furthermore, our development process will be conducted using your existing software platforms. It is important to note that some of these platforms may necessitate additional subscriptions for us to automate your needs. By proceeding, you acknowledge and agree to these terms.*

Yes, I agree.
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