5 Automations your insurance agency should have in 2022

Updated: Mar 9

Automation is a buzzword in insurance that overwhelms many agents. In this post, CJ Hutsenpiller & Michael McCormick dig into five automation that should exist in every insurance agency.


They deep dive into 5 automations, including:

  1. Onboarding Sequences

  2. Cross Selling

  3. X Date Campaigns

  4. Birthday automation for life insurance

  5. Annual Review

  6. BONUS: Referral Partner

You can watch the full webinar here.


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