How One Insurance Agency Saves 20+ Calls a Week With Automation

Your AMS holds the details that tell you when a client may need attention: an upcoming renewal, a significant premium increase, or a missing email address. The challenge is putting that information to work without adding another task to your day.

Watch the replay of a live workshop with Agency Revolution on how to use AMS data to reach out at the right moment without relying on someone to remember every follow-up.

You’ll also hear from Anthony Cappuccino, owner of Cappuccino Insurance Agency, about the automations his agency uses to:

• Save more than 20 calls a week with pre-renewal communication.
• Spot premium increases of 50% or more and prompt agents to reach out proactively.
• Flag missing or invalid email addresses so the team can improve its data over time.

Why Watch the Replay?

You’ll leave with examples of messages and alerts you can put to work at your agency, a clearer starting point for cleaning up your AMS data, and a hear from an agency owner using these tips in practice.