Day 5: Automated Sales Pipeline

Today we are going to go over how to use the "Automated Sales Pipeline". The video you are going to watch is from our "Agency Eleboard", which is our 1 year roadmap for automation in. your agency, be sure to check that out in our "Facebook Group: Agency Elephant Insurance Automation" files tab. 

This training will go over how it works and what the automation is. 

One-on-one automation. -> https://www.youtube.com/watch?v=pCv8aEf8OXw

Call to Action!!!

Grab your prospects, individuals you quoted recently, and put them into the correct statuses. It doesn't matter if you quoted them last week, throw them into the "Proposal" status.. 

NOW ITS UP TO YOU. Take action now. Go trigger some quote follow up and onboarding drips.

This is automation. Go use it. 
 

Good luck!