Original Workshop + Follow Up Plans

Now Combined into 1 Class!

We took the best content from each class, threw out the fluff, and kept the price the same.  We’ve got it all covered – efficiently providing outstanding customer service to poliycholders, automating your processes, and consistently following up with prospects who have requested insurance quotes from your agency.


8 Hours Over 2 Days

No travel expenses, no time away from the office, no brainer!

90+ Email Templates

Customized content you can use immediately for daily correspondence with current customers and prospects who have requested quotes.

4+ Follow Up Plans

Follow the ECRM Plans so nothing slips through the cracks. Included are time frames, task step names, and task descriptions.

Alumni Pricing Available

The 1st person is $714, and then additional people are $314 each.
Alumni agencies are $314/person.

15+ Outlook Email Signatures

Reply & forward professionally to everyday transactions.

30+ Custom Text Scripts

Simply copy and paste into SFConnect for things like late pays, signature forms, appointment confirmations, quotes, and more!

10+ Quote Delivery Ideas

Look professional, bring value, no winging it!

Google Reviews!

Built in scripts and links to your custom Google Business page for customers to easily leave you a 5 Star Review!

1 Month Free Trials are Included!


All products in one place with always current email templates for you and your team.

BOD Trainer

Follow our BOD Process in our online intuitive tool.  It is like painting by numbers!

Get Better Newsletter

Daily emails with product knowledge, timely reminders, and more for agents & team members to run an efficient agency.


A series of automated task reminders that guarantee the right message at ther right time.

Digital Business Card

Make it simple for your prospects and customers to save your office info to their phone.

Email & Video Training

Daily emails and/or videos for personal development and culture building.