PHOENIX

CRM For Phoenix Insurance Agents.

Phoenix is a growth market. New movers arrive daily, producers need automation to capture them before competitors do.

PHOENIX GROWTH MARKET REALITY

Phoenix Growth Market Reality

Constant new movers, auto rate shock, and wildfire exposure inland. Manual follow up cannot keep pace.

New Mover Volume

Phoenix metro grows by 80 plus thousand per year.

Auto Rate Shock

Auto premiums jumped, clients shop constantly.

Wildfire Exposure

Inland properties at wildfire risk.

THE PHOENIX PLAYBOOK

The Phoenix Playbook

01

Speed To Lead

Phoenix leads get SMS in 60 seconds.

02

New Resident Drip

New mover welcome quote drip.

03

Renewal Shop Defense

60, 30, 14 day renewal reminders.

04

Wildfire Prep Campaign

Annual wildfire prep SMS to inland properties.

05

Review Generation

Day 7 post bind Google review ask.

06

DOI Ready Logs

Every communication logged.

WHO THIS FITS

Who Benefits Most

Phoenix Metro Personal Lines

High volume new mover auto and home.

Scottsdale High Net Worth

Umbrella, art, jewelry.

East Valley Growth

Gilbert, Chandler, Mesa new movers.

Phoenix Medicare And Life

AEP rush, retiree influx.

PACKAGE FIT

Phoenix Packages

Launch: $497 per month

Speed to lead, new resident drip, wildfire prep, DOI logs.

  • Core CRM
  • New resident drip
  • Wildfire prep campaigns
  • Missed call text back
  • DOI ready logging
SEE PACKAGES

Phoenix Agents, Capture The Growth.

Book a 20 minute demo. We will show you the Phoenix pipeline and new resident drip.