Agency Automate is Built on Infusionsoft
All of the capabilities of Infusionsoft are available to you as a user of Agency Automate. In particular, you will use Infusionsoft as the primary CRM in your agency.
- Full, Cloud-Based CRM
- Accessed through your browser from any location
- No in-house IT resources or expense
- Single point for storing all contact records for your agency’s relationships
- Retains all records of interactions per contact
- Call notes
- Staff task assignments and status
- Email history
- Customized data of your choosing, for example:
- Drivers license
- Vehicle make, model, year, VIN
In addition, Agency Automate attaches your client’s Policies to the contact record in Infusionsoft.
Agency Automate will arrange your purchase of Infusionsoft and then set up your account and install the insurance agency customizations.
You can learn more about Infusionsoft using resources made available at their website.
- Take 15 minutes and view the first 5 videos offered on this page: http://www.infusionsoft.com/demo/watch
- More comprehensive training is also available online http://help.infusionsoft.com/training/videos
- Training in Infusionsoft specific to the capabilities of Agency Automate are also provided
Infusionsoft Targets The Full Lifecycle