Business Automation | Ezra Business Solutions

The right help.

Right now.

Let's Take Your Business to The Next Level!

What Is Automation?

CRM automation is a method of automating necessary but repetitive, manual tasks in your customer relationship management (CRM) to streamline processes and improve productivity.

What Can Be Automated?

Emails

Emails can be completely customized and tailored to your business and scheduled to be sent at specific times throughout the history of your clients.

Reminders For Your Staff

Reminders to follow up and perform certain tasks can be automated for your staff to ensure you are staying up to date with necessary to-do's.

Text Messages

Texts can be sent to the phone number associated with your client and specified times throughout the history of your client.

Transform your business in a few easy steps!

Sample Automation

Email Subject - Protection and Education; Our Mission and Promise

Hi [[Lead's First Name]],

"More Than Insurance" is our Mission Statement here are GracePoint Insurance Advisors. Making sure we understand your business, your industry, and the potential risks you may encounter helps us put together an Insurance Plan to protect your Business. We want to do more though; we want to educate you on your options and work WITH you to find a customized solution that offers protection at a price the helps maximize your profitability.

This is what sets us apart from the "other guys" We don't expect you to become insurance geeks like us, but we do think you will enjoy knowing exactly what it is you are paying for and the peace of mind in knowing you have exactly what you need, Nothing more, Nothing Less.

We're here to serve you. Thank you for allowing us the opportunity to do so!

[[Agent First Name]]

Sample Text - Digital Business Card

Hello,

Thank you for contacting GracePoint Insurance Advisors! Save our Digital Business Card in your Phone so you have access to us at all times!

Thank you! GPIA

Email Subject - What GPIA needs to provide a quote...

Hi [[Lead's First Name]]

My name is [[Agent First Name]] I am one of the insurance advisors here at GracePoint Insurance, and I have received your request for insurance. We are so glad you found us!

You fully maximize discounts by bundling home and auto insurance together, so we will talk about your risks, and together determine your insurance needs. Additionally, if you have a copy of your current insurance declarations pages we would love to take a look at them to better identify coverage needs and gaps; you can text pictures of them to us at 678-224-9333!

We greatly appreciate the opportunity to earn your business and look forward to inviting you to become the newest member of our GPIA family!

[[Agent Email Signature]]

Order Your Automation NOW!

Request My Download!