Smarter Week

How to automate it

How to automate “follow up on open quotes and cross-sell existing clients”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

45 min
typically, once a week
60%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Track quotes and cross-sell in a pipeline with automatic follow-ups

Sales pipeline tools for agencies (AgencyZoom, or your AMS or CRM) send follow-up texts and emails on open quotes and flag clients with only one policy, so follow-up happens without a sticky note.

Typically saves about 45% of the time2 h to set up
  1. 1Put every open quote into a pipeline with its stage and X-date.
  2. 2Set an automatic follow-up sequence (day 1, 3, 7, 14) that stops when they reply.
  3. 3Run a monoline report and start a cross-sell campaign.
  4. 4Review the pipeline weekly with producers.

Tools: AgencyZoom · HubSpot · Applied Epic or HawkSoft activities

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Insurance Agent / Broker

HourLeak · the 8-minute work audit

How many hours does this cost you?

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Other common tasks for Insurance Agents / Brokers