Thank you for completing the form! You are right around the corner from creating an agency that generates opportunity on auto pilot, service your books more efficiently, and creating a processed base agency that allows you to scale FAST. 

NOW LETS GET GOING!!!!

Finally you can:

  • Hit all your quotes not closed list, consistently, every year and picking up missed opportunity without doing any leg work. 
  • Prospect for life insurance on auto pilot
  • Hit all your monoline business and bundle those accounts you always forgot to or didn't have time to.
  • Follow up on every quote you send out.
  • ACTUALLY hit your renewals each year and generate opportunity and round out accounts.
  • Onboard clients and get consistent reviews & referrals.
  • Run your agency off of automated pipelines that keep you involved in whats going on in your agency.
  • Send your agency clients bulk messages getting out information fast (weather warnings, new discounts, etc.)
  • Run successful ad & giveaway campaigns. 
Now for your homework.
 In order to have Agency Elephant go to work for you, we need you to compile your data. We can't send anything out to people, without their contact info & know who they are to send the correct prospecting campaigns to.

You want Agency Elephant to drive you more sales?? Follow this link, and pick ONE campaign you want to run and get your lists together. -> https://stonly.com/guide/en/agency-elephant-guide-XOKEWnKNYf/Steps/1645979,1646041


You want Agency Elephant to make your service more efficient? Follow this link, and pick ONE area you want to be more efficient in and get your customer database compiled -> https://stonly.com/guide/en/agency-elephant-guide-XOKEWnKNYf/Steps/1645979,1646040


You want to make money the day you get your phones registered? Follow this link, and pick one thing you want to do and then get your list compiled. -> https://stonly.com/guide/en/agency-elephant-guide-XOKEWnKNYf/Steps/1645979,1660000


You want to fix your renewal process and generate opportunity each renewal??  Follow this link, and get your renewals under control. (if you are not on the pro plan, you will simply use the pipeline to manually trigger those campaigns) -> https://stonly.com/guide/en/agency-elephant-guide-XOKEWnKNYf/Steps/1645979,1646040,1699578

FINAL Big To Do's:

Now... Before you get too wrapped up in how much more efficient and effective you are going to be as an agent, and how much more premium you are going to write, you need to understand some basics about Agency Elephant. Below are some BIG terminologies you need to understand to utilize Agency Elephant. All this is located in our AE Guide (which is where all those links above send you to). 

NOW GO TAKE ACTION on the above and get yourself ready to use Agency Elephant! 

- AE Team