Agent Contact Wizard

Are you in touch with your clients? Your competitors are!

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January 2019

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Other Campaign Options For January

 

Leverage Our Quarterly $1000 Cash Giveaways To Increase Your Agency’s Referrals & Re-quote Opportunities

 

Do you have an automated process to market your agency’s referral offer? An additional 4th Wednesday referral campaign that uses a quarterly luxury vacation/$1000 cash giveaway incentive with airfare for two (funded by me) is now available to send to your active client list via eAgent to increase referral activity. – Add  $79.   View a sample referral campaign.

 

Do you have an automated process to stay in front of your prospect list? An additional 3rd Wednesday campaign is now available to go out to your prospect list and uses my new quarterly luxury vacation drawing/$1000 cash giveaway incentive to increase the response of re-quote requests from people you’ve quoted in the past as well as former clients. – Add $39.  View a sample re-quote campaign.

Includes bonus template for use with your realtor and mortgage referral partners. View a sample.

 

The Winner Of The December 28th Drawing For $1000 Was John Dixon, Jr. from John Alsop’s Agency!

The Next Drawing Is March 29th!

 

 

NEW Financial Services Sales Funnel Templates Now Available

 

Inspired by a top-producing financial services professional from Houston, these proven templates work to derive financial services appointment opportunities AND provide your clients with a consistent, high-touch professional experience from your agency while their policies are going through underwriting that will increase referrals and additional product sales.  View the collection here.

Investment for the 20 templates installed and automated, including orientation for your team:  $499.  
 Email me to order!

Tips To Make Your Life Easier

 

TIP! You can now contact eAgent support (click the question mark in the upper right corner) and order an “email refresh” to update the email addresses you have in eAgent.  This helps reduce bouncebacks and increases the reach of your messages.

TIP! If you need to delete bouncebacks in Outlook, it is easy. Enter the word “undeliverable” in the search box to isolate bounceback messages. Then, hit “shift” and highlight the first bounce-back message and then use your down-arrow to scroll down to highlight the others. Then hit “delete”. You can remove about 50 at a time this way.

Dedicated to your success,

Stephanie Cunningham-Moore

May 2018

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Other Campaign Options For May

Leverage My Quarterly $1000 Cash Giveaways To Increase Your Agency’s Referrals & Re-quote Opportunities

 

Do you have an automated process to market your agency’s referral offer? An additional 4th Wednesday referral campaign that uses a quarterly luxury vacation/$1000 cash giveaway incentive with airfare for two (funded by me) is now available to send to your active client list via eAgent to increase referral activity. – Add  $79.   View a sample referral campaign.

 

Do you have an automated process to stay in front of your prospect list? An additional 3rd Wednesday campaign is now available to go out to your prospect list and uses my new quarterly luxury vacation drawing/$1000 cash giveaway incentive to increase the response of re-quote requests from people you’ve quoted in the past as well as former clients. – Add $39.  View a sample re-quote campaign.

Includes bonus template for use with your realtor and mortgage referral partners. View a sample.

 

The Winner Of The March 30th Drawing For $1000 Is Frank Procell From The Steve Moranos Agency! 

The Next Drawing Is June 29th!

 

NEW Financial Services Sales Funnel Templates Now Available

 

Inspired by a top-producing financial services professional from Houston, these proven templates work to derive financial services appointment opportunities AND provide your clients with a consistent, high-touch professional experience from your agency while their policies are going through underwriting that will increase referrals and additional product sales.  View the collection here.

Investment for the 20 templates installed and automated, including orientation for your team:  $499.  
Guaranteed to boost your production by at least 24 apps in 2018 or your money back! Email me to order!

 

Tips To Make Your Life Easier

 

TIP! You can now contact eAgent support (click the question mark in the upper right corner) and order an “email refresh” to update the email addresses you have in eAgent.  This helps reduce bouncebacks and increases the reach of your messages.

TIP! If you need to delete bouncebacks in Outlook, it is easy. Enter the word “undeliverable” in the search box to isolate bounceback messages. Then, hit “shift” and highlight the first bounce-back message and then use your down-arrow to scroll down to highlight the others. Then hit “delete”. You can remove about 50 at a time this way.

Dedicated to your success,

Stephanie Cunningham-Moore

Financial Services Sales Funnel Templates

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Initial Automated Drip Message From Agent 45 Days Before Birthday…

Initial Automated Drip Message From Office Manager 15 Days Before Birthday…

Initial Automated Drip Message Introduction 7 Days Before Birthday…

Initial Automated Drip Message From EFS On Birthday…

Once A Client Expresses Interest…

 

Once An App Is Submitted…

Service

Creating Rules To Manage Excessive Bouncebacks

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Go into your Outlook (OWA)  and click the “Options” button the upper right corner and select “Create an Inbox Rule.”

 

Click “New.”  You’ll see another drop-down that says “When the message arrives, and:”   Then select, “It includes these words in the sender’s address.”

Type in the words MAILER-DAEMON.  Press the green plus button.  Type in the word “Delivery” and press the green plus button again.

 

Next, press the “OK” button.

In the second drop-down box, select “Delete the message”.  Then press the “Save” button in the lower right corner of the page.

You should land on the screen that looks like this if you’ve done it correctly.  You will then see this rule and any other rules you’ve created in the past.

Bounceback messages almost always contain the words “MAILER-DAEMON” and/or “Delivery” so setting up the rule to delete emails containing these words will move bounceback messages to your “Deleted Items” folder when you can go in and press “Empty” to get rid of them in two seconds.

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This will automatically move bouncebacks out of your inbox for future blasts.  Once they are in there, you can easily view them in one place before deleting.

You can test your rule by sending an email to an incorrect email address such as Santa@northpole.ccom.  After 15 minutes, visit your “Deleted Items” folder and you’ll see the bounceback email in there.

How To Add Template Code and Schedule eAgent Campaigns

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Step 1:  Click “Setup” at the top of the page and then click “Email Templates” at the bottom of the page.

 

 

Step 2:  Click “New Template”.

 

 

Step 3: Click the “Source” button.

 

Step 4: Copy the code from the file I’ve provided you and paste it as shown below. Also, enter subject line provided and name your template before clicking the “Add Template” button.

 

 

Step 5: Click “Setup” again and then click “Drip Campaigns”.

 

Step 6: Click “Add New Drip Campaign”.

 

Step 7: Select “Date” from the drop-down menu.

 

Step 8: Enter the date you want the message to release.  Tuesdays, Wednesdays, and Thursdays are usually best unless there is a holiday.

Set the customer filter to “Active Only”.

 

Step 9: Select “One Time Only” from the drop-down menu.

 

 

Step 10: Select the email template that you saved earlier. Also, select the email address you want the message to come from.  This is usually the agency owner.

 

 

Step 11:  Click “Next” and then “Done” and your campaign is scheduled.  It is a good idea to try sending a single sample of the template to yourself to test it.

Proven Low-Cost, High Upside Marketing Processes for 2017

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Here’s what’s new:

UPDATED Agent Contact Wizard Email Marketing Templates: Giving you an automated and consistent way to increase client corporate survey participation and cross-sell your book of business for life insurance, annuities, 401(k) and IRA rollovers and more!

Are you tired of trying to orchestrate your own email campaigns only to find that you are receiving tons of bounced and undelivered emails with little response? Put my decade of agency email marketing expertise to work in your agency.

ADDED – Google+ Review Generator: Get real results and guaranteed growth for your agency’s Google+ profile so that it stands out high above your competitors in your area.

ADDED Unbranded Websites: Looking for a way to feature the details about corporate survey participation, leverage your agency’s referral program and expand your agency’s online presence? Our unbranded website program complete with blogging functionality gives you total control. View one of our websites.

This page of our websites can be featured in your agency’s email signatures to fully educate your clients about the survey and about the fact that corporate gives survey participants a chance to enter a drawing to win $500 after taking the survey. See sample shown below:

 

ADDED – Facebook Lead Generator: Full set-up and maintenance of a lead generation platform embedded within your Facebook account that allows you to target large employers in your area for quote opportunities. All you do is flip the switches when you want the lead flow to start and stop. This gives you a way to generate exclusive real-time auto/property leads at wholesale prices and cut out the middleman (less than $10/each). This also ensures that your leads are exclusive and that your leads have NOT been recycled and resold. Integration of this lead flow stream can be integrated with Velocify or DYL if you prefer. The lead generation platform shown below has been operating since the end of 2015!

Here is a sample of what one of the leads look like.

Would you like to set up a time to talk about how my affordable, results-delivering marketing programs can help you make 2017 your best year yet? Send me an email at  stephanie@agentcontactwizard.com or call me direct at 253-209-0333.

Dedicated to your success,

Stephanie