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Independent Agencies
Independent Agent Packages
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Complete Automation Package
$
5,000.00
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New Business Growth Package
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$
2,500.00
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Renewal & Retention Package
$
1,000.00
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Internal System Automation Package
$
2,000.00
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Facebook Marketing & Virtual Assistant Package
$
1,500.00
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Personal lines electronic quote forms with Zap to CRM for new lead creation
Home, Auto, Life, Renters, Mobile/ Manufactured Homes, Recreational Vehicle. WITH Text Opt In Automation
$
1,000.00
Commercial electronic form with Zap to CRM
Includes Commercial General Intake Form and Commercial Auto/ Amazon Driver Form. WITH Text Opt In Automation
$
700.00
Medicare, individual health, group health electronic forms with Zap to CRM
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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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. 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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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. If you sign up for 3 months we reduce it to $300 a month
$
500.00
Custom Project Hours- Price Per hour
$
150.00
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Electronic New Business Form Package
New Business Forms: Home, Auto, Life, Renters, Mobile/ Manufactured Homes, Recreational Vehicle, Commercial Intake, Medicare, Group Health & Individual electronic forms. With Form Image
$
1,500.00
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Credit Card Details
First Name
Last Name
Credit Card Number
Security Code
Card Expiration
Agent Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please put your personal cell phone
Can we text you at this number?
*
Yes
No
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