Agency Intelligence

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