Lifecycle Automation

Increase your sale and retention with automation

9 articles in this collection
Written by Moe and Tolga

Templates

Automation Sequences Guaranteed to Increase your Insurance Sales and Retention

We built the perfect automation sequence so you don't have to!

Written by Tolga
Updated over a week ago

Automation Sequence Mapping Tool

Use this template to help plan and build the perfect automation sequence

Written by Tolga
Updated over a week ago

Email templates you can use right now

Ready-to-use email templates for every stage of customer interaction

Written by Tolga
Updated over a week ago

3 Email Templates for New Insurance Leads

Increase your contact rate with these simple email templates, designed for engaging with new leads

Written by Tolga
Updated over a week ago

2 Follow Up Emails + 7 Subject Lines to Increase Your Contact Rate

Follow up on new insurance leads with these templates and subject lines that are tried and true

Written by Tolga
Updated over a week ago

2 Breakup Email Templates That'll Get You a Response

Close the loop while setting up a new one

Written by Tolga
Updated over a week ago

How To

Lifecycle Automation - Settings

Create the smartest automation possible!

Written by Tolga
Updated over a week ago

How to create email templates

Where and how to create email templates

Written by Moe
Updated over a week ago

Best Practices

TESTED: Plain Text vs HTML Templated Emails

Which one really works better?

Written by Tolga
Updated over a week ago