WORKFLOWS
Pre-built email/text drip campaigns for quick-start campaigns.
GENERAL
Data Validation 🗃️
Newsletter Template 📰
Power Dialers ☎️
Chat Widget Automated Scheduler
New Email Response Notification 📥
📲 Text-In Automation
12-Mo Email and SMS Campaign 📧+📱
Omni Channel Follow Up Campaign 📧+📱+➿
Lead Magnet Follow-Up (Flash Branding Workshop)
Review My Insurance Agent Follow-Up Email 📧
SMS Auto-Responder (Business Hours & After Hours) ⚙️💬
SEASONAL
🎄 2024 Holiday Email Campaign
🌸 Mother's Day Email
🎂 Happy Birthday Campaign
MEDICARE
Medicare
(Push to schedule call) Campaign 🤙🏼
Medicare
Email To Past Clients 📧
Medicare
Referrals Campaign
🤝🏼
Medicare
Nurturing Email
New Sequence 📧
LIFE
Life Insurance
Long Text Campaign📱
Life Insurance
Drip Email Campaign 📧
Life Insurance
Email Nurturing Campaign 📧
Life Insurance
SMS Campaign📱
INSURANCE
Annuity
Schedule Call Push
Campaign 🤙🏼
Health Insurance
Long Text Campaign📱
Checking In On Quote Campaign 🔍
Home Insurance
Cold Schedule Call Push
Campaign
Final Expense
Call Push Campaign 🤙🏼
P&C Insurance
Drip Email Campaign 📧
Cross Sell Campaign 📈
Policy Cancellation Imminent Campaign ⌛
Open Enrollment Reminders for Health Care
Prospecting Referral Partners Campaign 🤝🏼
AGENCIES
Onboarding To Agency Campaign 🚀
Agent Recruitment Workflow
P&C Insurance Drip Email Campaign 📧