This episode is the start of a new monthly segment called, “Talkin’ Tech” with Danny Lawrence on the MVP Podcast! Co-Host Danny Lawrence sits down with Matt LaRocca of AgencyZoom to talk about the importance of not only having a CRM inside of your agencies but also how important it is that we as insurance professionals need to continue adapting to technology if you want to win the long game!
Episode Highlights:
- Matt discusses the distinction between Agency Management Systems and Customer Relationship Management tools and how Agency Zoom fits into those systems. (4:03)
- Matt explains the process of establishing an automated sequence for lead follow-up, a critical aspect for both novice agents and larger agencies. (6:54)
- Matt shares strategies for customizing pipelines in Agency Zoom, featuring modifications for lead sources, stages, and employee assignments. (9:04)
- Matt delves into the workings of automation within Agency Zoom, discussing automated emails, text messages, and task assignments with agents. (10:52)
- Matt mentions the continual adaptation of agencies to evolving insurance technology, with fresh companies and quoting systems emerging periodically which proves highly beneficial for agencies as it enhances their competitive edge and boosts task efficiency. (15:56)
Key Quotes:
- “What we have done is to try to simplify that day to day process for the producer and the CSR, by let’s just say, setting up a sequence, right? Automation to be sent out from emails, from a text message, to a call, reminders, whatever that may be, we can then add that into a list and say a customized sequence for your agency.” – Matt LaRocca
- “We can create different types of pipelines, we have pipelines that are already in place. But yeah, once you establish this, it’s just more of a click and drag, and really, throughout each stage of our process, it’s a very simple process to hear.” – Matt LaRocca
- “With Agency Zoom we’re adapting every two weeks, we have updates that are going on or system every single day.” – Matt LaRocca
Resources Mentioned:
- Matthew LaRocca LinkedIn
- AgencyZoom
- Danny Lawrence LinkedIn
- Reach out to Mitch Gibson