13 posts found
01/01/2025 · 6 min read
Automate initial lead response, follow-up sequences, renewal reminders, and appointment confirmations. Protect discovery, recommendation, and emotional conversations. Reclaimed hours go into more high-presence client work, not generic productivity. Persistence after rejection is value-added contact, not check-in spam.
12/31/2024 · 4 min read
Automate the repetitive depleting work, follow-up sequences, renewal reminders, appointment scheduling, status updates, then protect human attention for the listening-heavy conversations that actually convert. Burnout drops when machines run the machine-appropriate tasks and agents reclaim mental bandwidth for real presence with clients.
03/05/2021 · 7 min read
Build an agency that runs without you by converting processes into systems (steps plus the why, trigger, and exception protocol). Audit your five most important recurring activities, record your best operator doing them on Loom, transcribe to a checklist, test with a non-expert, then run the owner exit test.
06/24/2020 · 6 min read
Get time back by automating client communication sequences, lead nurture, and internal workflows, then giving staff clear authority over outcomes instead of routing every decision through you. Remote work rewards the agencies that built operational clarity and exposes the ones running on presence.
05/01/2020 · 6 min read
Automate your quoting pipeline by mapping every manual step from lead to bound policy, then routing intake, qualifying questions, and quote delivery through forms and CRM workflows. Keep humans on the coverage conversation and the close. Test with live leads before going live.
04/13/2020 · 6 min read
Fix lead process before lead spend. Contact every fresh internet lead inside five minutes, run a five-touch sequence across call, text, and email in 72 hours, track close rate by source, and apply automation to retention too. Lead quality matters less than lead process.
03/16/2020 · 6 min read
Jack Wingate automates routine activity and protects his time using a Faith, Family, Friends, Entrepreneur priority stack. Automate anything that doesn't need a human judgment call, assign clear ownership to the rest, and block life priorities on the calendar before the business claims them.
10/02/2019 · 6 min read
Most P&C agencies leak revenue through manual follow-up, slow lead response, and reactive renewals. Three automation layers fix it: speed-to-lead under 5 minutes, a 7-to-12 touchpoint follow-up sequence, and renewal automation. Human time goes to closing, not remembering.
09/16/2019 · 6 min read
Scaling personal lines from $10M to $100M kills the service model that got you there. The Mathisen brothers fixed it by moving ID cards, payments, and policy questions into self-service through GloveBox, freeing producers for renewals, cross-sell, and retention instead of routine.
08/23/2019 · 6 min read
Todd Braeger reinvented insurance workflows by automating the decision (not just the action), starting at the biggest bottleneck (usually lead response), and running every automation parallel to the manual process for two weeks before cutover. Never automate the moments that need empathy.
07/16/2019 · 6 min read
The average agency loses 15 to 20 percent of its book annually to preventable attrition, mostly because nobody followed up between the sale and the renewal. Automation fixes this by making consistent follow-up the default. Automate service workflows as aggressively as sales workflows. That is where retention and profit live.
06/20/2019 · 5 min read
Austin Moorehead helps insurance agencies convert more leads by automating repetitive follow-up, hitting new internet leads inside five minutes (21x lift), and tracking every touchpoint. Humans handle judgment calls. Machines handle the scaffolding. Start with one sequence, measure it, then layer on the next.
02/13/2019 · 6 min read
Accounting technology like QuickBooks plus accountability systems make insurance agents stronger by automating monthly profit reports, connecting sales metrics to financial data, and putting close rates, retention, and revenue on a team dashboard everyone can see.