We love email campaigns.  They allow us to market to our prospects and clients with the simple click of a button.  Our agency has pre-built email campaigns for all different scenarios.  This video will show you how to put someone on an email campaign in ezlynx.

The document below provides a description of all the different campaigns we have available and when to use each campaign.

Monthly Production Requirements & Sales Goals

1st Month: $10k in annualized premium

2nd Month: $15k in annualized premium

3rd Month: $17.5k in annualized premium

4th Month: $20k in annualized premium

5th Month: $22.5k in annualized premium

6th Month: $25k in annualized premium

7th Month: $27.5k in annualized premium

8th Month and Beyond: $30k in annualized premium

Number of Calls Per Day

We won't micromanage the number of outbound calls made per day, however, when sales goals are not met we will work with you to establish an activity plan needed to reach your goal.

Quotes Per Day

We have found that an average agent can complete at least 5 new quotes per day.  This is our minimum expectation for you.  If you keep up this volume you shouldn't have to worry about your pipeline drying up.

Scripts can help you deliver a clear message on every call.  At first a scripted message may sound a bit choppy and unnatural, but once you perfect it no one will know you are using it.

We have numerous scripts available for different scenarios.  You can tweak the message a bit if you like.

Take a few minutes and review the scripts below.

Now it is time for everyone's favorite activity...ROLE PLAYING!

Print off a couple of auto quote sheets and call over to Nick to get started.  In this role playing scenario Nick will pretend to be a prospect interested in an auto insurance quote.  You can use your auto quote sheet to gather the info or attempt to enter the info into Ezlynx while on the phone with Nick.

We have quote sheet templates for all product lines.  These sheets are designed to allow you to quickly gather the info needed to quote a prospect.

Feel free to edit these if you desire.  Click the documents below to view the templates.

Speed to contact and persistency are the key

Lead Call Schedule (New leads you haven’t reached yet)

Day 1 (4 calls):           Call 1- Immediately. If no answer, call right back and leave vmail

Call 2- 30 mins later

(Email quote after 2^nd call with no contact and put on quote follow-up email campaign)

Call 3- 2 hours later (leave rate on voicemail)

Day 2 (2 calls):            Make 2 call attempts at different times in the day  (no voicemails today)

Day 3 (2 calls):            Make 2 call attempts at different times in the day  (leave 1 voicemail)

Day 4 (2 calls):            Make 2 call attempts at different times in the day  (no voicemails today)

Day 6 (2 calls):            Make 2 call attempts at different times in the day  (leave 1 voicemail)

Day 10 (2 calls):          Make 2 call attempts at different times in the day  (leave 1 voicemail)

Day 15 (2 calls):           Make 2 call attempts at different times in the day  (leave 1 voicemail)

Day 2 (2 calls):             Make 2 call attempts at different times in the day  (leave 1 voicemail)

Day 30 (2 calls):          Make 2 call attempts at different times in the day  (leave 1 voicemail)

• Still unable to reach? Schedule a reminder in ezlynx to follow up in 5 months.
• Put prospect on X-date email campaign in ezlynx

Lead Call Schedule (After Contact and Quoted)

Day 1:                              Make 1 call to discuss the rate. If you don’t reach them leave rate on vmail

Day 2 (2 calls):            Make 2 call attempts (no voicemails today)

Day 3 (2 calls):            Make 2 call attempts (leave 1 voicemail with the rate)

Day 4 (2 calls):            Make 2 call attempts (no voicemails today)

Day 6 (2 calls):            Make 2 call attempts (1 voicemail with the rate)

Day 10 (2 calls):          Make 2 call attempts (1 voicemail with the rate)

Day 15 (2 calls):           Make 2 call attempts (1 voicemail with the rate)

Day 20 (2 calls):          Make 2 call attempts (1 voicemail with the rate)

Day 30 (2 calls):          Make 2 call attempts (1 voicemail with the rate)

• Unable to close? Schedule a reminder in ezlynx to follow up in 5 months.
• Put prospect on x-date email campaign in ezlynx

After you close a sale there are specific steps that you will need to follow. There is a convenient checklist located in your binder under the "Steps After The Sale" tab.  Reference this tab now.

We are required to retain and send in specific documents to the insurance companies. We are a paperless agency and we utilize e-signature whenever possible. Many items can be handled through the carriers internal e-signature option.  When this is not available we use docusign.

Service issues will arise on a daily basis that you need to take care of. Each individual insurance carrier has a section on their website where you can view outstanding issues that need to be resolved.  We recommend reviewing these issues first thing in the morning at least a couple days per week (Ex. Monday & Friday).  If these issues aren't resolved in a timely manner it could result in a either an increase in price or a policy cancellation.

The video below will show you where to look on each carrier's site and how to resolve the issues.

We do not handle claims or roadside service in our office.  Each insurance company has their own designated claims department.  If someone calls in with a claim we will help them identify whether or not it makes sense for them to file the claim.  We encourage our clients not to turn in small claims.  It often makes more financial sense for a client to pay a small claim out of pocket rather than filing a claim with the insurance company and having it on their record.  Every time an insurance company pays out money it will affect a client's rate (regardless of whether the incident was their fault or not).  Because of this fact it is often cheaper for client's to pay for small repairs on their own without involving the insurance company.

If after speaking with the client the decide to pursue a claim we will simply provide them with the number for the claims department at the company they are insured with.  In your binder you have a sheet with contact numbers for both claims and roadside assistance.

Reference your binder now to find these documents.