Insurance Broker Bundle

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Insurance Broker Bundle

✅ Done-For-You CRM: Three calendars (Client Meetings, Policy Renewals, and Follow-Up Consultations) synced with your primary email, custom forms for capturing client insurance needs, and a personalized lead funnel (choose from NEO or CLASSIC) to convert prospects into policyholders. Includes a local business phone number with call recording, call forwarding, and missed call text automation. Comes with a dedicated email server, professional domain-based email, and a free domain for 1 year.

✅ Client & Policy Management: Automated reminders for policy renewals, claim follow-ups, and payment due dates. Organized pipeline to manage clients based on the type of insurance (e.g., health, life, auto, home) and track the status of each policy. Pre-built workflows for onboarding new clients, ensuring all documents and signatures are collected efficiently.

✅ Lead Nurturing & Marketing Automation: Set up automated email and SMS campaigns for prospect nurturing, renewal reminders, and upselling opportunities (e.g., offering additional coverage or complementary policies). Integrated marketing tools to help launch email campaigns promoting new services or policies. Automate follow-ups after quotes are given to ensure every potential client gets personalized attention.

✅ Branding & Client Engagement: Integrated social media management with Uni-Inbox, allowing you to handle all communication (email, SMS, Facebook, LinkedIn, etc.) in one place. Schedule social media content through a customized calendar, ensuring your presence is consistent. Includes personalized Facebook and LinkedIn cover photos and branded Zoom backgrounds to elevate your professionalism during virtual consultations.

✅ Policy Document Storage & Access: Secure, cloud-based storage for all client policy documents, making it easy to access and share policies, claims, and quotes with clients at any time. Automated client notifications for policy updates, expiration dates, and renewal windows.

✅ Financial Tools & Reporting: Track commission earnings, client payments, and policy renewals. Generate detailed reports on policy sales, client retention, and revenue streams. Integrated with accounting software like QuickBooks for easy financial management and automated reports to track the profitability of each client and policy type.

✅ Resource Library & Support: Access essential insurance templates, such as client proposal forms, renewal notices, and claim follow-up scripts. SOPs on how to run Facebook ads, design lead funnels, and manage client relationships effectively. ChatGPT Prompt Templates to automate personalized emails for policy renewals, follow-up messages, and claim updates.

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