No mystery, no waiting. Here is exactly what happens from the moment you sign to the 60 day performance review, every deliverable we ship, and every piece of information we need from you.
We move fast in the first week because delay compounds. Every day without automations is leads falling through cracks.
Signed agreement, intake form captures agency legal name, EIN, lines of business, lead sources, current stack. 30 minute call to map priorities and name your primary contact. We schedule next check in.
Insurance CRM snapshot loads into your new subaccount. Custom fields for policy type, renewal date, carrier, premium. Pipelines wired for New Lead, Quoted, Bound, Renewal, Lost. We submit your 10DLC brand registration.
Speed to lead SMS and email sequences go live in test mode. Missed call text back configured. Birthday and renewal reminder workflows loaded. We send test messages from your number to your phone and verify deliverability.
Phone number either ported from your current provider or a fresh local number assigned. Email sending domain configured with SPF, DKIM, DMARC records. We send you a DNS record list for your domain host.
By end of week two you have live lead capture, calendar booking, and working conversations.
Two to four lead capture forms built with your branding: home quote, auto quote, general contact, commercial inquiry. Compliant opt in language, TCPA consent checkbox, direct pipeline routing.
Calendar sync with Google or Microsoft. Booking page with 15, 30, 60 minute appointment types. Auto reminders 24 hours and 1 hour before. Zoom links auto generated if virtual.
10DLC campaigns approve and carrier vetting completes. First automated sequences run against test leads. We verify delivery to T-Mobile, AT&T, Verizon numbers.
Your Facebook Lead Ads, web forms, and phone calls now flow into the CRM. Speed to lead automation fires on every new lead. You start seeing activity in the dashboard.
The system is live. Now we tune it based on real lead behavior.
One hour screen share walking you and your team through the dashboard, pipelines, conversations, and how to disposition leads. Recorded for future staff.
We look at reply rates, booking rates, stage transitions. Adjust SMS copy and timing windows based on what your leads are actually doing.
Cross sell workflows (auto customer gets home offer), referral asks, review requests post bind. Added based on your tier and priorities.
Call to review what landed, what is working, what needs change. Satisfaction check against 30 day refund guarantee. Roadmap for next 30 days.
Thirty more days of real data and a full numbers review.
| Review Area | What We Examine | Typical Action |
|---|---|---|
| Speed to Lead | Time from lead creation to first contact | Tighten timing or add missed call rescue |
| Reply Rates | SMS and email open and reply percentages by sequence | Rewrite weakest touch, AB test subject lines |
| Booking Rate | Percent of leads that hit the calendar | Add calendar CTAs to more sequences |
| Pipeline Velocity | Average days per stage | Automate stalled stage follow up |
| Bound Percentage | Leads that become policies | Refine qualifying questions in intake form |
| Automation Health | Errors, bounces, unsubscribes, STOP requests | Clean list hygiene, suppress bad numbers |
The faster you send these, the faster we go live.
Legal name, EIN, business address, agency website, lines of business written, states licensed.
Logo (high res), brand colors, email signature, headshot for email if desired.
List of current lead vendors, Facebook ad account access if applicable, website form access or embed codes.
AMS platform, current CRM (if any), email provider, phone system, calendar tool.
DNS admin access to add SPF, DKIM, DMARC records. Or access for your web person to add them.
Name, email, phone, role for each user who needs CRM access.
Book a kickoff call and we set Day 0 for the day you sign. Most agencies are live in 14 days.