Sales & Marketing Automation System

Grow Your Business With Workflow & CRM

Sales Marketing Automation Software CRM

Bringing Sales & Marketing Together

With New Technology

All-In-One System to AUTOMATE up to 90% of your Marketing/Prospecting Tedious & Repetitive Tasks. Automate your Internal Sales Operation Workflows to Save TIME, Increase Efficiency, Higher Close Rate,

Consistency, Discipline & SCALE YOUR BUSINESS


ALL DONE USING A SINGLE PLATFORM.

Sales Marketing Automation Software CRM

Workflow & CRM Automation System

Sales Pipeline & Lead Nurture

Set it and forget it... Automate Up To 90% of your workflows & your tedious prospecting tasks

EzyTise is an Integrated Set-of-Tools - Using AI driven CRM AUTOMATION LOGIC to NURTURE your leads, and Automatically Follow Up with your Prospects, Existing Customers, Internal Communication, Reminders using the following Functionality:

SMS/Emails Campaigns, Pipeline Management, Webchat, Online Calendar Booking System, Sales Funnels, Websites, Forms, Surveys, Reputation Management, GMB, Instagram, Facebook, Google Ad, Shopify,,, and more....

Battle-Tested Technology and Proven Results

We don't just talk - We deliver

We Are Your Sales & Marketing Automation Experts

Founder & CEO of EzyTise

Our revolutionary Sales and Marketing Automation System has helped many sales oriented organizations and local small businesses like yours grow their sales revenue exponentially by efficiently managing their Leads Nurture and prospecting effort achieving a higher ROI towards new customers acquisition.

  • All-In-One CRM Platform with built-in marketing campaign sequences
  • 2-Way SMS and eMail marketing campaigns with automated responses
  • Sales Funnels, Websites, Tracking, Conversions, Re-Targeting,,, more.

Our objective is to help you implement sales & marketing automation initiatives, strategies to take your business revenue and profits to the next level using our Software.

Automate Your Workflows!

Ready To Use Templates!!!


AI Logic Automation Templates For your Marketing Campaigns, Customer Retention, Re-Engagement, Follow Ups, Reminders, Notifications...


Workflows Automation is The MOST Powerful addition to your business and will SAVE you TIME making your daily activity more Efficient and more Productive.

Implement Your Own Customized Marketing Strategies

Capture leads from Facebook, Instagram, LinkedIn, and other Social Media Platforms than Automatically add new prospects to your already built in automation outreach sequences.

This type of prospecting strategies allows you to SCALE beyond your traditional way to prospect for new business. Our Software is designed to apply logic to qualify and identify your best Avatar to acquire as New Customers than implement retention and upsell strategies to increase your sales revenue and achieve a much higher ROI.


Reports & Trend Analytics

Generate Sales and Production Reports for each of your sales team members. Understand where your opportunities are to maximize your revenue. Never lose another lead and increase close ratio. Get cost analysis from your Facebook Ads, Google Analytics to better qualify your leads.


Retain and engage new customers for long lasting and well nurtured relationship. Cross sell your existing customer base and generate more sales using our proven referral and reputation marketing growth strategy.


Companies with the EzyTise Advantage

Chosen by brands large and small...

"Patrick and team have done a tremendous job with this. I have used other CRM software, but EzyTise is much more! The sales marketing platform is tremendous in managing multiple sales campaigns. Our phone was ringing "off the hook" after starting a cold email outreach campaign. Great prospecting tool to manage our sales pipeline and automate follow ups and online calendars. Also, the 1:1 onboarding support was impressive in getting us up and running."


Steve Woodworth - AZ

President of Agent Associations

Canyon Land Insurance

With over 25 years in B2B space, EzyTise was an instant yes for me because of its simplicity, how it integrates various forms of communications with a lead but more importantly, how it can automate as much as possible the prospecting, follow up, task assignments, etc. The mobile app took it to another level by allowing my sales managers to respond in real time with webchat/emails/TXT, enter new opportunities and follow up with important tasks while on the go. Once we implemented EzyTise, we started capturing leads immediately using their chat widget. It’s a full sales marketing automation system, much more than a basic CRM. All I can say, it connects all the dots. If you are looking to manage a predictable sales pipeline, I highly recommend EzyTise


Sandro Esposito - TX

Sale & Marketing VP

SignalFire Wireless Telemetry

"I have been on several different CRM/Automation type platforms and they were either A) Too restrictive and/or not fully customizable or B) customizable but difficult to learn. The more I dive into EzyTise, the more I like it! I love the ability to customize absolutely ANYTHING! It's exactly what we needed! The ability to have as many separate pipelines with as many workflows with the ability to have WON/LOST workflows and AUTOMATE based on the client journey through distinct pipelines. Well done EzyTise, well done!"


Cameron Brown - AZ

Agency Owner & Principal

Insurance Brokers of Arizona

Ready To Scale Your Prospecting Effort To The Next Level?

Take All The Heavy Lifting Out Using Our

Powerful SINGLE SOFTWARE

Full Automation

Funnels, Forms, Conversion, Capture, Follow up, Online Calendar Schedule, Texting, Emails, VMs, Leads Nurture, Live-chat, and much more...


Proven Strategies

Well designed marketing strategies to SCALE your lead capture effort. Rinse and REPEAT Effortlessly and close more deals than you ever did before

Integration

upload your customers contact list and use built in html email templates and sequences to promote your products, services, events and referrals

New Customers

Organic acquisition to scale your revenue growth and profits. Manage and Market your ONLINE REPUTATION to dominate your competition

Everything Your Business Needs To Succeed

With Our Automation & CRM System, Your Sales Process Will Always Be...

Lightweight + Efficient.

Trusted By Over 10k Businesses

The Growth Freeze Mode Happening To Most Insurance Agencies

Insurance Agencies
August 21, 20227 min read

Growth Freeze Mode” For Insurance Agencies: What It Is and How to Overcome It?

It's shocking how many Insurance Principals and Owners don't know about this phenomenon and don't even know their agency could be right in the middle of it, yet don't even realize it.

Once an Insurance Agency reaches a certain level of total premium that is directly relative to the mix of business portfolio (Commercial vs Personal). The ongoing Premium and PIF growth of the agency can be a challenge, especially when it reaches what I call the "Growth Freeze Mode." This phase can be a vicious cycle and a trap for many small to mid-size insurance agencies. But with the right knowledge and understanding, it can be overcome. So, what exactly is the Growth Freeze Mode? And how can you overcome it?

What is the Growth Freeze Mode?

The Growth Freeze Mode is a phase that many small to mid-size insurance agencies go through at some point in their agency growth cycle and lifetime. If not avoided, it can be a long-term trap and can be devastating to a well forecasted financial outcome.  

There are a few key indicators that happen during the Growth Freeze Mode: 

  1. The agency's growth rate starts to slow down significantly

  2. The agency's premiums and/or policy in force (PIF) starts to plateau

  3. The agency's profitability starts to decline

  4. The agency's staff becomes disgruntled and turnover increases

  5. The agency's sales pipeline dries up

In my years of experience as a business consultant helping Insurance Agents overcome this period, many are unfortunately trapped for years in this vicious cycle. The good news is, there are strategies and tactics that can be put into place to help avoid or get out of the Growth Freeze Mode.  

What Causes the Growth Freeze Mode?

There are a few common root causes of the Growth Freeze Mode: 

  1. The agency's leadership team is not aligned on the vision and direction of the agency

  2. The agency has a high volume of servicing existing customers

  3. The agency's staff is not properly trained and/or motivated

  4. The agency's marketing efforts are not effective, stops marketing and/or prospecting

  5. The agency does not have a defined niche or specialty

  6. The agency is over-reliant on one or two key employees 

How to overcome the Growth Freeze Mode

There are few ways on how to overcome the Growth Freeze Mode. 

One why is for agencies to engage into new Merger and Acquisition (M&A) activity to grow their premium faster. Many insurance agency will reach a certain premium growth level and then hit a wall. To get out of this growth freeze mode, it is important for agencies to focus on new mergers and acquisitions. In the meantime it is important to continue to focus on their organic growth. Many insurance agencies as they are engaged in Mergers & Acquisitions they focus on top-line growth only to find that they are not growing their bottom line. It is important for agencies to focus on both top-line and bottom-line growth.

The other way, is for agencies to embrace New Innovative Technology to continue to grow. Example: Implement Workflow & CRM Automation System to help them become more efficient and focus on their clients and/or on their Revenue Producing Activities (RPA).

The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” Bill Gates

The third way is to focus on key verticals and expand their business appetite into new markets . Example: An insurance agency that focuses on the Real Estate industry may want to expand their business into other industries such as Manufacturing or Healthcare niche.  

While Mergers & Acquisitions is a short cut to a healthy premium growth, it can be challenging. Business Owners must have a reserve of capital investment in order to engage into an M&A activity. In addition this strategy can be risky, and not too many agencies are able to pursue this growth strategy. "One bad Acquisition can set you back for good"

On the other hand, implementing Sales & Marketing Workflow & CRM Automation System has a lower risk, more achievable and highly profitable with an immediate term delivery. Automation can save a lot of time and make producer's life easy by automating tedious and repetitive tasks. It will not only bring in health growth in premium, but also help generate increase in Policy-In-Force (PIF) ratio and overall efficiency. The agency will have a better work-life balance because the automation system will take care of the mundane tasks and free up time for the agency to focus on producing new business.

The last way to overcome Growth Freeze Mode is to focus on key verticals and expand their business appetite into new markets. This is a great way to grow the agency, but it can be challenging because it requires the agency to have a diversified portfolio of products to offer their clients. It also requires the agency to have a good understanding of the new market they are trying to enter. 

When an Agency implement a Workflow & CRM Automation System they can leverage automation to manage their upcoming renewals, referrals, retention, reputation, cross-sell monoline, etc. This is the most efficient way to grow their premium without having to hire new costly employees and spend so much time training them for their competition. in addition, it will help the agency focus on their Revenue Producing Activities (RPA) instead.

Obviously, the best way to overcome Growth Freeze Mode is to have a combination of all three growth strategies. This will ensure a healthy and sustainable growth for the insurance agency. This strategy however, will require heavy resources to be fully implemented.

Technology has always been a great enabler of business growth. In the past, agencies would have to hire more people to do manual tasks such as data entry, customer service, etc. With the advent of new technology, agencies can now leverage automation to take care of these tasks. This will free up time for the agency to focus on producing new business.

The bottom line is that insurance agencies must embrace new technology and use it to their advantage to overcome the Growth Freeze Mode.  

Conclusion  

Realistically Agency Owners and Principals would at least need to chose to implement one of these strategies that makes sense to them in order to overcome the Growth Freeze Mode.

So, whether it's new mergers and acquisitions, implementing Sales & Marketing Workflow & CRM Automation System, or expanding their business appetite into new markets. All of these growth strategies will help the agency overcome the Growth Freeze Mode and achieve healthy and sustainable growth.

However,

focusing on implementing Workflow & CRM Automation System is the most efficient way and cost effective way to rapidly scale any agency's premium & sales growth. Patrick Zerarka, CEO of EzyTise

The benefits of Automation are:

  1. It will take care of repetitive tasks and free up time for the agency to focus on producing new business.

  2. The agency will have a productive and efficient internal workflow process.

  3. Agency Owners, Principals, and Producers would have a Predictable Sales Pipeline

  4. The agency will be able to leverage intuitive automation to manage their upcoming renewals, retention, reputation, cross-sell monoline, referrals and increase revenue going after low hanging fruits on auto-pilot.

  5. Agencies will have ability to respond to prospects in Real-Time

  6. The return of investment (ROI) will be high and it will help the agency focus on their Revenue Producing Activities (RPA).

  7. It is a great way to scale the agency's growth without having to hire new employees .

  8. The agency will be able to focus on their core competencies and leave the mundane tasks to automation.

  9. The agency will have a competitive edge over other insurance agencies who are not using automation to its fullest potential.

  10. Automation is the future of business growth and insurance agencies must embrace it to stay ahead of the curve.  

If you want to increase your Close-Rate and increase Revenue, implementing automation will do exactly that. It will help you maximize your outreach, stay displace, and increase efficiency in your agency. Technology is always changing, and the insurance industry is no different. In order to stay ahead of the curve, it's important to embrace new technology and use it to your advantage. Automation is the future of business growth, and insurance agencies must embrace it to overcome the Growth Freeze Mode and achieve healthy and sustainable growth.  

If you're interested in learning more about how to implement automation in your insurance agency, we can help. We specialize in helping insurance agencies increase their close rate and grow their business. Contact us today to learn more about how we can help you overcome the Growth Freeze Mode and achieve healthy and sustainable growth.

Watch Patrick Zerarka talking about Workflow & CRM Automation for Insurance Agencies

The Growth Freeze Mode Trap for Insurance Agencies

Patrick Zerarka

Founder, CEO at EzyTise | B2B/B2C Sales Marketing Automation | Workflow & CRM | Sales Pipeline | Lead Nurture | Marketing Messaging Automation | Marketing Strategy Optimization | Sales Performance | Software Development

Back to Blog

A Powerful Sales & Marketing Software In The Market

All-In-One Workflow Automation & CRM System

©2022 - EzyTise LLC. All Rights Reserved Worldwide