Our Conversation Today
Thank you for taking the time to connect with us. We have 30 minutes scheduled for our discussion.
Our Agenda:
Understand Your Agency's Needs
We'll ask questions to better understand your current processes, challenges, and daily friction points within your agency.
Transparent Q&A
We're here to answer any questions about how we work with clients. For in-depth technical queries, I may need to defer to my team and follow up or schedule another call.
Determine Fit
Our goal is to assess if our services are the right solution to streamline your operations, save time, and boost productivity.
By the end of our call, the objective is for us to mutually decide if our solutions are a good fit for your agency's goals. Whether that leads to discussing next steps or concluding it's not the right time, either outcome is perfectly fine.
To ensure our conversation is as relevant as possible, let's start by exploring your agency's current operations, particularly around common challenges you might be facing.
The Challenge: Manual Processes Hold Agencies Back
Insurance agencies today face mounting pressure to deliver exceptional service while scaling operations. Without proper automation:
Time Drain
Agents lose approximately 11 hours per week to tasks that could be automated
Missed Opportunities
91% of agencies report missed follow-ups with manual systems
Client Attrition
Inconsistent communication leads to a 43% higher client churn rate
The AgencyZoom Advantage
AgencyZoom is the premier CRM for insurance agencies, offering powerful automation capabilities that transform your workflow.
1
Sales Automation
Streamline lead management with automated follow-up sequences that increase conversion rates by up to 58%
2
Service Center
The only insurance CRM with a true Service Center for managing renewals, client requests and more.
3
Client Communication
Automated touchpoints for renewals, birthdays, and policy reviews that increase client retention and satisfaction
4
Data Analytics
Collect valuable client data to enable smart marketing and personalized service strategies.
Why Implementation Matters
The Implementation Gap
Many agencies purchase powerful CRM systems but struggle to implement them effectively.
The result?
  • Paying for capabilities you're not using.
  • Team Frustration
  • Lost opportunities
"Our Accelerated Automation partnership has been awesome. Lilly, Madison, Mariah and Team are committed to ensuring success with AgencyZoom automation and customized training tailored for my agency. When I started with AgencyZoom, I didn’t know where to start, it was complicated and time consuming. After a few months of limited progress, Accelerated Automation stepped in and quickly provided everything needed for AgencyZoom success. The investment is 100% worth it!" - Michael Friedly
Accelerated Automation bridges this gap with expert implementation, training, and support designed specifically for insurance agencies.
Our Service Categories
Accelerated Automation offers tailored solutions for every stage of your agency's automation journey.
1
Small Agencies- less than 5 employees
Done For You AgencyZoom pipelines with automated campaigns. Online learning course to support your journey.
2
Medium Agencies- 5+ employees
Full AgencyZoom build with our proven to perform workflows and automation. Four months on 1:1 weekly training to ensure full agency implementation.
3
Custom Projects (Medium - Large Agencies)
Meet to scope the work, then receive a custom quote with timeline and pricing.
4
TechOps $5 million+ revenue Agencies
Invite Only
Workflow Examples
Accelerated Automation provides a comprehensive suite of insurance workflows, and campaigns, custom-tailored for your agency's success. These solutions are designed to automate outreach, reminder and organize critical tasks across your business.
1
Sales Pipelines & Workflows
2
Onboarding & Retention Campaigns
3
Service Workflows
  • Renewals (PL, CL, Medicare AEP)
  • Policy Changes/Endorsements (PL, CL, Mid-Year Medicare)
  • Late Payments
  • and more…
4
Admin Workflows
Lead Source Automation: Personalized Communication at Scale
We build intelligent automation that sends the right message to the right person at the right time. Each lead source gets customized communication that reflects their unique relationship with your agency—whether they're a referral from a trusted partner, an inbound inquiry, or a cross-sell opportunity.
Foundation Campaigns Examples
  • Win Back Campaigns
  • Inbound Inquiries
  • Social Media/Website
  • Team Referrals
  • COI/Customer Referrals
Partner & Lead Source Campaigns Examples
  • Car Dealership Partnerships
  • Commercial Work Comp
  • CPA Referrals
  • Event Marketing
  • Network Marketing
  • Facebook Give Away Funnels
  • Financial Advisor Referrals
  • Generic Internet Leads
  • Auto Insurance Internet Leads
  • Home Insurance Internet Leads
  • Life Insurance Leads
  • Mortgage Lender Referrals
  • Realtor Partnerships
Customer Growth Campaigns
Cross-Sell Campaigns
  • Auto no Home
  • Commercial to Personal Lines
  • Home no Auto
  • Life Cross-Sell
  • Personal to Commercial Lines
  • Toys (e.g., RV, Boat)
  • Umbrella Policy
Workflow Example View
Implementation Process: What to Expect
For Sprint - Scale - Transform Solutions (prebuilt / done-for-you automation)
1
Build
Our team will build in the workflows identified for your agency.
2
Online Course
Your team will complete our Essentials course to make sure we have all the basics covered.
3
Weekly Training
Your team will attend live weekly training with our expert trainers. This insures full agency adoption.
(not all services include live training)
The Business Impact: Real Results
Transform Your Agency Performance
Agencies implementing AgencyZoom with Accelerated Automation report dramatic improvements across key performance indicators:
  • Save 3-4 hours of work per day through automated follow-up
  • Increase close ratios by up to 58% with consistent lead nurturing
  • Generate 189% more referrals within the first year
  • Reduce missed follow-ups by 91% while ensuring consistent client communication
  • Achieve 89% policy renewal rates while reducing time spent on renewal processes
Don't Just Take Our Word For It
"Lifesaver"
"I don't know what I would do without Accelerated Automation (AA)! Thank you for all of the support that is being provided which frees the team up to work on the $$$$ tasks. Lifesaver!!!!!" - Iris Nance joined 2021
"without hesitation recommend Accelerated Automation"
"If you're considering AgencyZoom I would absolutely, without hesitation recommend Accelerated Automation to set up your system and train you and your team. The time saved and the resources you will have at your fingertips has tremendous value!! The leads are coming in and our pipelines are filling up in just a couple weeks of using the system!" - Peter Haas joined 2025
"the most valuable assets I have in my agency"
"This team has gone above and beyond for us. They continue to make improvements and always shine. The professionalism and connection is one of the most valuable assets I have in my agency." Jodie Jackson joined 2023
Hear from Our Valued Clients
Discover the transformative impact of Accelerated Automation directly from insurance agency owners.
Lindsay O'Donnell
Florida's Best Quote
$43 million in premium with 46 employees
Matt Larsen
Capstone Insurance Group- Minnesota
15 years in insurance and over 400 5 star Google Reviews