Pitch Deck

https://gamma.app/docs/Accelerated-Automation-poej6wx50qnv4hj

Introduction

The "EDGE" approach in sales is an effective method designed to help you build strong relationships with agents and drive successful outcomes. 

E - Engage with Agent

•  Learn About Their Agency:

  • Understand the size of their agency.

  • Gain insight into the type of business they operate.

D - Discover

•  Seek Understanding:

  • Identify the current issues they are facing.

  • Determine their needs and requirements.

G - Gain Commitment

•  Assumptive Close:

  • Reiterate how our solutions can address their problems.

  • Secure their commitment and set expectations for the next steps.

E - Enhance

•  Ask for Referrals:

  • Inquire if they know anyone else who could benefit from our services.

Get pre approved with Affirm: https://www.affirm.com/apps/prequal/?public_api_key=DIZYRBQ1XJ6FR44S

Purchase Links: 

Scale - https://buy.stripe.com/4gMeVd8n02cz3FJ7xA8so0o

Sprint - https://buy.stripe.com/4gM00jcDgeZlccf0588so0h

Custom Amount- https://buy.stripe.com/fZu3cv6eSeZlgsvaJM8so0g

Zapier Maintenance: 

Less than 10 zaps - $250 - https://buy.stripe.com/14A8wPav84kH3FJ19c8so0q

15+ zaps - $500 - https://buy.stripe.com/7sYaEXfPs3gD1xB0588so0f

 AMS VS CRM

Vertafore Guide

Farmers' email does not integrate. 

Emails will come from notifications@agencyzoom.com (spam or promo)- replies will be delivered to their farmers email. 

Agents will need to purchase their own domain and email to connect to AgencyZoom.

VOIP - Phone provider requires website in company name ((they are not farmers)) -- example. Mariah Gates Farmers agent- business name Gates Insurance LLC - website must have Gates Insurance LLC for text compliance. 

Apex is the Farmer AMS system and it doesn't integrate with AgencyZoom. There is however a link from AgencyZoom to push information from leads into Apex to start quotes. 

Agency MVP - BAD!!