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Captive Agencies
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Captive Agent Packages
Minimum Purchase of $500 to build
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PACKAGE-UltiMate Automate- Captive
Requires Zapier Pro or Higher, Jotform, Facebook, Cloud Storage, VOiP System, CRM, Logo, Chat GPT
$
8,000.00
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PACKAGE-MasterMind- Captive
Requires Zapier Pro or Higher, Jotform, Facebook, Cloud Storage, VOiP System, Logo, Chat GPT
$
5,000.00
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PACKAGE-EliteFlow- Captive
Requires Zapier Pro or Higher, Jotform, Facebook, Cloud Storage, VOiP System, 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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A La Carte- 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
A La Carte-Commercial electronic forms package with text opt-in
Includes Commercial General Intake Form and Commercial Auto/ Amazon Driver Form. WITH Text Opt In Automation
$
700.00
A La Carte-Medicare, individual health, group health electronic forms 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
A La Carte-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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A La Carte-Ring Central Recorded calls saved in the cloud.
Call recording from your VOIP saved in your cloud storage.
$
500.00
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A La Carte-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.
$
350.00
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A La Carte-Flow Chart of Entire Build Out
$
250.00
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A La Carte-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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A La Carte-Animating your logo.
$
150.00
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A La Carte-90 days of Facebook posting.
(Options to Boost Posts available and target audience created at not extra cost. Only FB boost fees apply)
$
500.00
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A La Carte-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 and details about your agency so you never have to respond to messenger again! OpenAi Subscription will be required to be set up.
$
750.00
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A La Carte-Custom event electronic form automation to CRM.
Use these forms for events such as home and garden shows, car shows, drawing & anywhere else you want to gather new leads!
$
300.00
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A La Carte-Automated CRM/AMS integration.
Integrate your CRM and AMS systems to be able to have leads created in one to flow over to the other. Two way integration to avoid double data entry. Example AgencyZoom & EZLynx.
$
1,500.00
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A La Carte-Fully automated VoIP text compliance tagging for new leads and existing customers.
Allows new Clients to Opt In to texting and tag to be applied to the NEW LEAD in AgencyZoom.
$
1,500.00
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A La Carte-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. We show you how to edit it and build it with the forms you selected from us.
$
1,500.00
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A La Carte-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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A La Carte-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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A La Carte-Nerdphone Voicemail Recording saved to Cloud & AZ
$
500.00
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A La Carte-Nerdphone Voicemail Transcribed to Text
$
350.00
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