Product Solution Guide

Product Problem and Solution Guide

**1. Personal Leads Automation**

   - **Problem:** Manual lead follow-up is time-consuming and often leads to missed opportunities. The average sale happens on the 7th ask. Sales take 5-12 touchpoints on average.

   - **Solution:** Automates personalized follow-ups, ensuring timely and consistent communication with potential clients.

   - **Benefit:** Increases conversion rates and ensures no lead is left unattended.

**2. Onboarding Personal Lines**

   - **Problem:** Onboarding new personal lines customers manually can be inefficient and prone to errors. It will also leave your customer unaware of the best way to interact with your agency and miss important cross sell or upsell opportunities.

   - **Solution:** Automates the onboarding process, sending welcome messages, exposing them to other solutions you offer and gathering necessary information from new clients to be sure their policies don’t face adverse action.

   - **Benefit:** Streamlines the customer experience, reduces onboarding time, creates a more pro active approach to customer service and improves client satisfaction.

**3. Personal Lines Retain**

   - **Problem:** Retaining personal lines clients is challenging without consistent follow-up and engagement. Acquiring new customers is 5-25 times more expensive than retaining existing ones.

   - **Solution:** Automates retention campaigns, reminding clients of renewals and cross-sell opportunities.

   - **Benefit:** Improves client retention rates and increases policy renewals. Regular engagement through retention campaigns can increase the average revenue per customer. Satisfied, engaged clients are more likely to make repeat purchases and invest in additional services. Consistent communication through retention campaigns fosters a sense of loyalty and trust. Customers who feel valued and appreciated are more likely to stay loyal to your brand. Retention campaigns ensure your brand remains top of mind, making it more likely that clients will think of you when they need services you provide. Data shows that existing customers are more likely to try new products and spend more than new customers.

**4. Service Center Personal Renewals**

   - **Problem:** Manual renewal processes can lead to lapses in coverage and customer dissatisfaction. The amount of follow up and work it takes a staff member to manually handle renewals is immense.

   - **Solution:** Automates renewal reminders and follow-ups for personal lines clients. Helps to segment non renewal and shoppers into easy to view stages with targeted communication to assist your service team with their work load.

   - **Benefit:** Ensures timely renewals, reduces client churn, and enhances customer loyalty. Give back valuable hours to your service team to complete more meaningful tasks.

**5. Auto+Home Minimum Coverage Recommendation Forms**

   - **Problem:** Reviewing all available coverages with a customer to insure they have been offered all potential coverages to prevent declined claims and E&O claims.

   - **Solution:** Automates the process of generating minimum coverage recommendation forms for auto and home policies. Form is generated and filled in by your team to show what coverage the customer selected and choose not to purchase.

   - **Benefit:** Provides clients with accurate, tailored coverage recommendations, enhancing trust and satisfaction. Also protecting the agency from E&O claims due to human error.

**6. Commercial Leads Automation**

   - **Problem:** Commercial leads often require a longer sales process and more complex and tailored follow-ups, making manual management difficult.

   - **Solution:** Automates follow-ups and communication for commercial leads, ensuring they receive the necessary information. Keeps the lead engaged in the process that can be quite lengthy.

   - **Benefit:** Increases the chances of converting commercial leads into clients and keeps the prospect engaged and informed during the process. Elevating you as an organized professional with great communication skills.

**7. Onboarding Commercial**

   - **Problem:** Onboarding commercial clients involves numerous details that can be missed if managed manually. . It will also leave your customer unaware of the best way to interact with your agency and miss important cross sell or upsell opportunities.

   - **Solution:** Automates the commercial client onboarding process, ensuring all necessary steps are completed efficiently.

   - **Benefit:** Streamlines the onboarding process, reduces errors, and improves client experience.

**8. Commercial Retain**

   - **Problem:** Maintaining relationships with commercial clients is crucial but challenging without regular touchpoints. Customers are unaware of how insurance works and the risks to their business.

   - **Solution:** Automates retention efforts, ensuring regular communication and offering relevant services. Include small amounts of information about how insurance for businesses works and the options they have available.

   - **Benefit:** Increases retention rates, create more informed customers, uncover cross sell and deepens client relationships through trust.

**9. Service Center Commercial Renewals**

   - **Problem:** Handling commercial renewals manually can result in missed deadlines and client dissatisfaction. Trying to manage renewals across several carriers some of which download into an AMS and others that don’t can result in poor customer service as well as bog down your service team with many manual tasks.

   - **Solution:** Have all of your customers inside of AgencyZoom so you can  automate the renewal process for commercial clients, ensuring timely follow-ups and renewals. This will create automatic renewal tickets organizing all your renewals and sending out powerful outbound messages to your customers.

   - **Benefit:** Reduces the risk of coverage lapses and increases client loyalty. Give back valuable time to your staff and insures that no renewal or non renewal opportunity is missed. Pro active approach to renewals.

**10. Service Center Claims**

   - **Problem:** Manually managing claims can be overwhelming and lead to delays in response. Clients expect their agents to help them through the claims process but agencies don’t usually have the time to check in and stay on top of claims. Leaving the customer without an advocate and damaging the agent and client relationship.

   - **Solution:** Automates follow up communication with clients to periodically check in with their clients that have open claims.

   - **Benefit:** Enhances client satisfaction by providing meaningful communication and support through the claims process while keeping this manual work away from team members. Builds the trust and professional relationship between client and agent.

**11. Service Center Late Payments**

   - **Problem:** Chasing late payments is time-consuming and often leads to strained client relationships but it’s important to prevent policy cancelation due to non payment which results in charge backs in commission to the agency and the loss of a client.

   - **Solution:** Automates reminders for late payments, ensuring clients are notified promptly and consistently.

   - **Benefit:** Improves payment collection rates and maintains positive client relationships all while removing this manual process from your staff.

**12. Service Center Inspections**

   - **Problem:** Managing inspections manually can lead deadlines being missed or when staff are out of the office not knowing where the status of an inspection process is.

   - **Solution:** Create service tickets so the entire agency can access the information for a clients updates or improvements required by an inspection. Automate outbound communication and reminder to clients to complete the needed updates or changes and then send in photos for proof.

   - **Benefit:** Ensures inspections are completed on time, improving compliance and customer service. Increases customer trust and removes manual work from staff.

**13. Service Center Missing Documents**

   - **Problem:** Tracking and following up on missing documents can be tedious and prone to oversight.

   - **Solution:** Automates reminders for clients  and staff to submit missing documents to carrier to prevent adverse action.

   - **Benefit:** Ensures timely submission of necessary documents, reducing delays in processing while removing manual follow up process from staff.

**14. Service Center Personal Policy Changes**

   - **Problem:** Managing policy changes manually can lead to errors, delays and failure to completed said changes. Leaving the agency open to E&O issues.

   - **Solution:** Automates the process of handling personal policy changes, ensuring accuracy and timeliness. Put the next steps back on the customer when the agency can’t move forward, automated reminders to customers to complete required steps.

   - **Benefit:** Improves the efficiency of policy management and enhances client satisfaction while removing the manual follow up process from staff.

**15. Life Insurance Cross Sell**

   - **Problem:** Identifying and pursuing cross-sell opportunities manually can lead to missed revenue.

   - **Solution:** Automates cross-sell campaigns, targeting existing clients with relevant life insurance offers.

   - **Benefit:** Increases revenue through successful cross-selling and deepens client relationships. Manage the application process to make it easier to make sure your applications become bound policies.

**16. Referral Partner Pipeline**

   - **Problem:** Managing relationships with referral partners can be challenging without consistent communication. Forgetting to check in with them on a regular basis can lead to relationships breaking down. Reaching potential new partners with a compelling reason to get together that is mutually beneficial.

   - **Solution:** Automates communication with referral partners, ensuring regular updates and follow-ups. Automates reaching out to key professionals in your area that could be strategic referral partners. Example: attorneys, CPA’s, bookkeepers, lenders, relators, car dealerships, other insurance agents.

   - **Benefit:** Strengthens referral relationships and increases the flow of new leads that don’t add to your marketing budget.

**17. Recruiting Pipeline**

   - **Problem:** Recruiting new talent can be time-consuming and difficult to manage manually. Applicants don’t show up or don’t stay engaged in the recruiting process.

   - **Solution:** Automates the recruiting process, including communication with candidates and follow-ups.

   - **Benefit:** Streamlines recruiting, helping you attract and onboard the best talent more efficiently. Adds a clear system to your recruiting and onboarding process for a smooth new hire experience.

**18. Events - Holidays**

   - **Problem:** Sending out holiday greetings and managing event communication can be inconsistent when done manually.

   - **Solution:** Automates holiday communication, ensuring timely and personalized outreach.

   - **Benefit:** Keeps your agency top-of-mind with clients and enhances brand loyalty.

**19.** Spanish Add On **

**Problem:** Agency has customers who prefer Spanish communication

**Solution:** Have your automation triggered by preference of English or Spanish

**Benefit:** Speak to customers or prospects in their preferred language and strengthen the trust and relationship between clients and the agency.

**20. AZ Annual Boost**

   - **Problem:** Sending the same texts and emails to clients year after year. Not knowing what new changes to your CRM have allowed your automation to become more powerful and/or easier to use. Staying up on campaign marketing trends.

   - **Solution:** Provides annual updates to automation for retain, onboarding, renewals and optimizations to your CRM automation.

   - **Benefit:** Ensures your agency always sends meaningful communication and has the most updated automation that your CRM can support.

**21. Facebook Support Group**

   - **Problem:** Lack of ongoing expert CRM support and lack of in person support.

   - **Solution:** Provides access to a private Facebook support group for continuous support and shared insights.

   - **Benefit:** Enhances learning, provides continuous support, and fosters a community of like-minded professionals. 5 weekly calls provides predictable and accessible support for your specific needs.

**22.Accelerated Automation Consulting Group** -- DO NOT SELL YET

**Problem:** Not sure how to connect several different software platforms to make workflow easy for agency and staff. Struggling to compare solutions and deciding which would be best for the agency.

Solution: Provides weekly live calls to review questions- can post questions for types of recommended solutions and get expert advice and direction.

Benefit: Save valuable time and resources by not having to compare several platforms and how to make them work together.

**23. Automation Screenshots**

**Problem:** It’s hard to view and read through an entire campaign that Accelerated Automation has created for my agency.

**Solution:** Read 1 document that shows each campaign touchpoint along with template names so you can easily access any templates you want to edit or adjust.

**Benefit:** Easily tweak templates or workflows for your specific agency.

**24. Automation Templates** -- DO NOT SELL YET

**Problem:** I want to modify or use these templates in other places in my agency automation and the screen shots must be manually retyped.

**Solution: ** Templates are in word document format so you can easily copy and paste them into your other agency systems. (reminder these are not to be shared outside your agency as that is a copywrite violation)

**Benefit:** Own the templates you’ve purchased to maximize other outbound marketing systems in your agency.