AutomationOps

 

Revolutionize Your Agency: Tailored AutomationOps Built BY Independent Agents, FOR Independent Agents!

 

 

Transform Your Insurance Agency with Cutting-Edge Automation Solutions

 

What do we do?

 

At Premier Strategy Box, we believe in the transformative power of automation to revolutionize insurance agencies. Our mission is to take your agency from struggling with inefficiencies to thriving with seamless, automated processes.  We don’t just implement systems; we create tailored automation strategies that drive real growth and efficiency.

Imagine a world where your team no longer drowns in paperwork and repetitive tasks. Instead, they have the time and tools to focus on what truly matters—building relationships with clients and growing your business. With cutting-edge systems like InsuredMine, Agency Zoom, and various management platforms, we streamline your operations, making your agency more agile, responsive, and profitable.

Our head of AutomationOps, Darius Mason's journey into the world of automation began when he saw firsthand the frustration of agencies bogged down by outdated processes. He knew there had to be a better way. This passion drives him to help agencies like yours leverage the best automation tools available. His expertise ensures that every solution is tailored to your specific needs, delivering maximum value without overwhelming your team.

Producer Masterclass Slim - PSB

 

 

Automation

 

 

Who Is It For?

Are you tired of losing valuable time on manual tasks? Do you feel overwhelmed by the administrative burden that prevents you from focusing on growth? We understand the challenges you face. Automation can seem daunting, but it doesn’t have to be. We'll implement efficient systems that free up your time, allowing you to focus on what you do best—serving your clients.

Is your agency drowning in a sea of automation tools, each promising the world but delivering chaos? Are your teams struggling to adapt, leading to frustration and inefficiency? Our expertise lies in cutting through the noise. We know how to balance what you think you need with what you truly need. 

Every agency is unique, but the challenges are often the same: inefficiency, lack of personalization, and slow tech adoption.  By embracing automation, you’re not just improving processes; you’re future-proofing your agency, ensuring it thrives in an ever-evolving landscape.

What Results Will You Get?

 

Enhanced Efficiency: By automating repetitive tasks, your team can focus on high-impact activities, increasing overall productivity and reducing errors.

Improved Client Relationships: Effective client tiering and personalized service improve client satisfaction and retention, driving long-term success.

Streamlined Operations: Simplify your workflow with balanced automation, eliminating bottlenecks and optimizing processes for seamless performance.

Increased Profitability: Automation reduces operational costs and enhances efficiency, directly impacting your bottom line. Agencies that partner with us see significant improvements in revenue and client retention.

 

 

Product Sales - PSB

 

Simple pricing. Incredible service.

Let us make your life even easier today.

 

 

Pro

$3500

One time

Includes:

  • Prospecting Pipelines for PL/CL
  • Winback Pipelines for PL/CL
  • Quotes Not Sold Automation
  • New Customer Onboarding for PL/CL
  • Cross Sold Policies Automation
  • Personal and Commercial Renewal Automation
  • System Configuration Settings
  • AMS integration set-up/review

Includes 4 Live Training Calls

This is the one you want.

Prime

$5500

One time

Everything in Pro, plus:

 

  • Advanced Integrations set Up
  • Custom Templates
  • SMS/Text set up
  • Video Automation
  • Video Proposal set up
  • Referral Partner/Campaign
  • Service Workflow Automation
  • Life Insurance Pipelines & Automation

Includes 7 Live Training Calls

Premier

$8500

One time

Everything in Prime, plus:
 
  • Advanced Renewal Process
  • Client Tierring
  • Reporting Best Practices
  • Complete Book of Business Analysis

 

Includes 12 Live Training Calls

Start With Premier Strategy Box

Ready to revolutionize your agency with the power of automation? Connect with Darius and the Premier Strategy Box team to discuss your unique needs and develop a tailored automation strategy. Don’t get left behind—embrace the future of insurance with confidence.

Book Discovery Call