For George Rocchi
An insurance agency lives on quote cycles and renewal cycles. The work that keeps the lights on is repetitive: pulling quotes, comparing options, sending docs, following up on renewals. Automating the routine pieces frees George up for the conversations that actually win business.
A few automations you could put in place this quarter. Each one streamlines a workflow that probably runs through someone on your team today.
Most people shopping insurance do it after work or on the weekend. A web intake form that captures the basics (home value, vehicle, current coverage) and routes to the right line means hot leads land in the inbox even when the office is closed.
Renewals are the cheapest cross-sell opportunity in the book. Automated prompts a month before each renewal flag accounts that should get a coverage review, with a pre-built outreach template ready to send.
Photos of the home, driver's license images, current declarations pages: these get collected over text, email, and pickup, often badly. A simple secure upload portal cuts the round trips and gives the agency a clean digital file from the start.
The moment a client gets a claim handled well or saves money on a renewal is the right moment to ask for a review or a referral. An automated trigger after a positive event makes the ask happen without it being awkward or forgotten.
Automations only stick if someone owns them. Here's how we'd run it together.
Salty Air builds these systems for owner-operators in Salt Lake. We start with a 30-minute call. No pitch deck. We pick the highest-leverage automation and prove it out.
