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{first_name} thank you for attending the discovery call! 

This is what automation looks like, and can feel like in your Agency. This email was sent out entirely on automation from you attending the call. Cool right???

There are many places in our agency that we can be more efficient and effective. Automation helps you achieve those things.

Here is a quick breakdown of our packages:

What do you get? 

  • 3,500 Credits (7500 Rollover Credit Cap)
  • 5,000 Contacts
  • 4 User
  • Built for You with 50+ Campaigns
  • Task Manager
  • SMS/Ringless Voicemail/Email Drips
  • VOIP Included
  • SMS Texting
  • Ringless Voicemail
  • Email Integration
  • Automated Pipelines
  • Contact Manager
  • Initial Annual Contract Agreement

What do you get? 

  • 7,500 Credits
  • 10,000 Contacts
  • 4 User
  • Built for You with 50+ Campaigns
  • Task manager
  • SMS/Ringless Voicemail/Email Drips
  • VOIP Included
  • SMS/Ringless Voicemail/Email 
  • Automated Pipelines
  • Contact Manager
  • Email Integration
  • Automated Calendars
  • Open API Integration
  • Advanced Campaigns
  • X Date Campaigns
  • Agency Auto Dialer
  • Advanced Phones (Phone Trees, IVR Menus, and More)
  • Elephorms (Prebuilt & Integrated Forms
  • Multiple Phone Numbers Per Account
  • Initial Annual Contract Agreement

What to expect after getting Agency Elephant?

Sign Up Process:
After signing up using the links above or on our website, the team has to approve your account. Once that is done, you will be notified to log in. Upon logging in:

  • Sign your terms, and follow the wizard to set up your account and your Team Members accounts!
    • Make sure to pick your constraints, phone settings, etc
  • Once you complete your wizard, you are LIVE
  • Follow your daily Agency Elephant Onboarding series you receive via email. Or tackle them faster on our YouTube Channel.
Support in your account:
  • Each Agency will have access to Chat Support within their account
    • These chat teams are tech support, not insurance wizards, so direct tech support to them only. 
  • You will have access to our AE Guide. This is our encyclopedia for all things AE. 
    • This will help roadmap you down the right paths for you
    • Show you how to use your account, trigger drips, run campaigns, and take action
  • You should also use our Agency Elephant Facebook Group to brainstorm, and see what other agents are doing to leverage AE. 
  • Join our Facebook Live calls we host in the group. 
  • Use our Agency Eleboard that we will send you during your onboarding emails. 

We look forward to helping you be more efficient in an inefficient industry! 



- Agency Elephant Team