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The Insurance Template Contains:

  • Pre-Built Pipelines

  • Calendar Widgets

  • Campaigns

  • Forms

  • Quick Replies

  • Triggers

  • Custom Fields



Action Items:

In order for all the pre-built automations to function in your SalesPype account you'll need to do the following:

  1. Connect Email

  2. Connect Calendar

  3. Create Email Signature

  4. Add Review Links to Personalized Fields

  5. Turn triggers on

  6. Update Campaigns & Start Them





Pre-Built Pipelines


How to build your pipelines:



How to use the pre-built insurance pipelines:






SALES PIPELINE



Stage > New Leads: 

  • This will trigger a campaign designed to follow up with new leads.

  • Consider adding an mms image of business card made in canva

Stage > Lead Engaged

  • When a lead responds to one of your messages in the New Leads stage they will automatically be moved to the Lead Engaged stage.

  • No automation in this stage

Stage > Appointment - No Show 

  • If a person doesn’t show up for a scheduled appointment you’ll need to manually drag them to this column.

  • This will trigger 1 email and 1 text encouraging them to reschedule.

Stage > Appointment Booked

  • If a person books an appointment using your SalesPype calendar widget it will automatically move the contact to this stage. 

  • This triggers a campaign that sends 1 email and 1 text thanking them for scheduling an appointment

Stage > Working

  • No automation in this stage

Stage > Quote Ready

  • No automation in this stage

Stage > Quote Sent

  • Move a contact to this stage right after you’ve sent out the quote.

  • It will trigger a 15 day followup campaign.

Stage > Won: New Client Campaign

  • When you mark a deal as won this will trigger a new client welcome campaign

  • This campaign welcomes them to your agency and provides important contact info.

  • Action Required: Users need to add their own review link

  • Action Required: I offer a reward of $10 for a referral

Stage > Lost: X-Date Campaign

  • When you mark a deal as won this will trigger an x-date campaign that consists of 9 messages over 6 months leading up to their 6 month renewal.




SERVICE PIPELINE

Stage: New Service Item

  • No automation in this stage


Stage: Late Pay - done

  • This campaign consists of 1 text and 1 email reminder to pay their bill.


Stage: Waiting on Info

  • No automation in this stage


Stage: In Progress

  • No automation in this stage


Stage: Completed

  • No automation in this stage




RENEWAL PIPELINE


Stage: Upcoming Renewals

  • When you add a contact to this stage it will trigger an upcoming renewals campaign.

This campaign consists of 1 email and one text alerting the client to the fact that their        renewal is approaching soon. It lets them know that you’ll be reviewing their policy and making recommendations.


Stage: Above 10% Increase - Shopping

  • No automation in this stage


Stage: Do Not Shop or Rewrite

  • This campaign consists of 1 email and 1 text letting the clients know their current policy is still the best option.


Stage: Working on New Quote

  • No automation in this step.


Stage: Renewal Quote Delivered

  • After you’ve sent over an updated quote to the client you’ll want to move them to this stage. It will trigger several follow emails and texts over the course of 1 week.


Stage: Client Renewed

  • No automation in this step.


Stage: Client Did Not Renew

  • When you move someone to this stage it will send the contact a series of emails and texts over the next 6 months in an attempt to win them back.




CLAIMS PIPELINE


Stage > New Claims

  • Clients will end up in this stage either by submitting a SalesPype claims form or by you adding them manually to the stage.


  • An automated text and email will go out to the client. This will also assign a reminder for you to call the client to see if they are ok.


Stage > Spoke to Client

  • No automation in this stage


Stage > Request Closed - No Claim Submitted

  • This triggers 1 email telling the client to reach out if they ever need help again in the future and thanks them for their business.


Stage > Claim Submitted - 2 Week Followup

  • This triggers an email and a text that goes out to check in with the client to make sure they are happy with how their claim is being processed.




RECRUITING PIPELINE

Stage > Potential Recruits

  • This stage is designed for organizing potential recruits that you want to reach out to.

 (Example: You come across the profile of a potential recruit on Linkedin)

  • There no automation in this step other than automatically adding the tag “NEW-RECRUIT” to their contact record

Stage > Applicants

  • Once you’ve received an application from a candidate you’ll want to move them to this stage. 

  • This will trigger a campaign that sends them an email and a text letting them know you received their application.

Stage > Sent Assessment

  • If you’d like to have your candidates complete a personality assessment you’ll add them to this stage once you’ve sent them a request to complete it.

  • No automation in this step

Stage > Assessment Complete

  • Once a candidate has completed their assessment and you’ve reviewed it you’ll move the contact to this stage.

  • No automation in this step

Stage > Requested Phone Interview

  • When you move someone to this stage we’ll send 1 email and 1 text to the applicant with a link to schedule a 15 phone screening call.

  • Action Required: You’ll need to add your calendar link to the email and text so applicants can schedule their phone interview with you.

Stage > Phone Interview Scheduled

  • You’ll move an applicant to this stage after they’ve booked a phone interview with you on your calendar.

  • No automation in this step

Stage > Interview Completed

  • You’ll move an applicant to this stage after you’ve completed a phone interview with them.

  • No automation in this step

Stage > Offer Sent

  • You’ll move an applicant to this stage after you’ve sent them an offer

  • No automation in this step





TRUCKING PIPELINE

Stage: Leads Not Engaged

  • In this stage leads will receive a series of emails and texts over the course of 10 days.

Stage: Engaged

  • If a lead responds to any of the messages in the first stage (Leads - Not engaged) it will automatically move them to this stage in the pipeline.

  • There is no automation in this stage

Stage: Contacted

  • There is no automation in this stage

Stage: Appt. No Show

  • If a contact books an appointment with you, but doesn’t show up, put them back in this stage. It will trigger a series of emails/texts over 13 days encouraging them to reschedule.

Stage: Appt. Booked

  • When a client books an appointment with you you’ll want to move them to this stage. You can create a trigger to automatically move them to this stage after they book an appointment, but first you will need to create a calendar widget for the event.

  • There is no automation in this stage, but if you set up reminders as part of your calendar those will go out to the contact.

Stage: Working

  • Moving a contact to this stage triggers a campaign just to let the contact know that you are working on a quote for them and will reach out when you’re done.

Stage: Quote Sent

  • Moving a contact to this stage triggers a series of emails and texts over 15 days making sure the contact received your quote and encourages them to reach out if they have questions or wish to start the policy.

Stage: Won

  • When you mark a deal as won it will trigger a series of emails and texts welcoming the new client to your agency and includes important contact info.

  • Action Required: You’ll need to add your review link

  • Action Required: One of the messages offers a $10 gift card for a referral. If you don’t want to offer this you’ll need to edit the campaign.

Stage: Lost

  • There is no automation in this stage.




Campaigns

How to build a campaign:




How to use the pre-built insurance campaigns:




* To utilize the pre-built campaigns be sure to click Start Campaign on all of them




Triggers

How to build a trigger:




How to use the pre-built insurance triggers:





Calendar Widgets

Calendar widgets allow you to put your calendar online for your clients and prospects to see. They will be able to see your availability and book an appointment with you. Online calendars allow you to avoid all the back and forth and simply share a unique link where your clients can book an appointment time that is convenient for both of you.


You can create as many different calendar widgets as you want.


How Do Calendar Widgets Work: 

Watch the video below...



The insurance template comes pre-built with 2 different calendars.


Calendar #1: Insurance Consultation

I would recommend using this calendar to book meetings with clients and prospects to discuss their insurance needs.


Calendar #2: Recruiting

The recruiting calendar is meant to be used to schedule phone interviews with potential employees.




Forms

Forms can be utilized to gather data. They are commonly used to gather data from new leads on your website, landing pages, and more. They can also be used as intake forms.


Watch this video:

https://www.loom.com/share/35c405e82d5d49c3b06269703ad73c5e 




Quick Replies

Quick replies allow you to create templates for frequently asked questions and more. They will help you save a ton of time if used properly. Don’t recreate the wheel…just use quick replies.

Watch this video: 

https://www.loom.com/share/fe157e474e9a49dcaffc2ec228dc332e 



Custom Fields/Personalized Fields

Custom fields allow you to add the specific data fields that you want to associate with a contact record. 


Watch this video: 

https://www.loom.com/share/320c24af0a824f1ba4653e4ad8f02a2a