I will setup nowcerts agencybloc applied epic insurance crm automation

Linda Goff

United Kingdom

I speak English, French, German

EMAIL MARKETING EXPERT

Hello, I am an email marketing automation specialist helping businesses improve customer engagement and increase conversions using Drip and Mautic. I set up Drip email campaigns, customer segmentation...
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About this Gig

Hello there!


Running an insurance agency becomes difficult when renewals, onboarding, client records, and follow-ups depend on manual work. I will configure NowCerts, AgencyBloc, or Applied Epic to create an organized insurance CRM workflow that helps your team manage clients, policies, tasks, and renewal activities more efficiently.


Instead of a generic CRM setup, I will structure your system around the actual policy lifecycle from new client intake and policy follow-up to renewal reminders and ongoing account management.


WHAT I OFFER

  • NowCerts CRM setup
  • AgencyBloc workflow configuration
  • Applied Epic workflow setup
  • Insurance CRM organization
  • Client onboarding automation
  • Policy renewal workflows
  • Renewal reminder automation
  • Client follow-up sequences
  • Lead and client pipeline setup
  • Task and activity automation
  • Policy servicing workflows
  • CRM cleanup and optimization


WHY CHOOSE ME

  • Clear communication
  • Fast delivery
  • Client satisfaction


Send me a message and lets build an insurance CRM workflow around your agency process.

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setup nowcerts agencybloc applied epic insurance crm automation
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Software:

Other

Industry:

Business services & consulting

•

Financial services

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