Recommended Workflows To Get Started

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Recommended Workflows To Get Started

These are examples of workflows and how they can be used in your account. Any of these workflows can be put into your account if you request it!

New Leads Workflow

New internet leads and manually added leads

Assigned leads set to a “New” or “Attempted Contact” status are targeted in this workflow. When the lead has been in Blitz for 1, 5, 11, 20, and 30 days and still have not been contacted, a follow up appointment will be added for the assigned user. When the lead is 2, 7, 15, and 22 days old, an email will be automatically sent to the lead.

X-Date Workflow

Leads who have requested that you follow up in the future to requote

Assigned leads that have a contract date and are set to a “Re-Quote” status are targeted in this workflow. 30 and 10 days prior to the listed contract date an email will be sent to the lead. 21 and 5 days prior to the contract date an appointment will be added to the assigned user’s schedule to make a follow up call. When the contact date passes, 6 months is added to the listed date.

 

Prospects - Quoted Workflow

Following up with leads you've recently quoted, but have not sold. When a lead is moved to the Quoted milestone, appointments will be placed on the assigned users schedule to follow up on the quote

Assigned leads set to a “Quoted” milestone are targeted in this workflow. When the lead has been in a "Quoted" milestone in Blitz for 1, 2, 4, and 7 days, and have not been sold yet, a follow up appointment will be added for the assigned user. 

Prospects - Winback Workflow

Past customers that you want recurring biannual or annual opportunities for a chance at winning back their business.

Assigned leads set to a “Winback” status are targeted in this workflow. 45, 15, and 2 days prior to the listed contract date (i.e. x-date) an email will be sent to the past customer. 30, and 23 days prior to the contract date an appointment will be added to the assigned user’s schedule to make a follow up call. When the contact date passes, 6 months is added to the listed date.

Sold Customers - New Business Follow-up Workflow

Thanking new customers for their business. Also useful for touching base with new customers to make sure they have no concerns, along with asking for referrals if they are satisfied

Assigned customers set to a “Sold” milestone are targeted in this workflow. When the customer has been in a "Sold" milestone in Blitz for 1 and 7 days, a thank you email and referral request email (respectively) will be sent to the customer. After 14 and 21 days, reminders will be set for the assigned user to follow up with the new customer.

Sold Customers - Monoline Workflow

Also referred to as “Cross-Sell”. It is for customers that only have 1 line of insurance. Biannual (auto) or annual(home) offers will be sent to customers that will detail possible multi-policy discounts

Assigned customers set to a “Sold” milestone, with a "Cross-sell" status, are targeted in this workflow. When the customer has been in a "Sold" milestone in Blitz for 60 and 90 days, an email will be sent to the customer with information about bundling policies to save.

Sold Customers - Policy Review & Referrals Workflow

Recurring notifications that will remind you to contact customers for a policy review, and send automatic emails to customers to collect referrals.

Assigned customers set to a “Sold” status are targeted in this workflow. 1 and 90 days prior to the listed contract date (i.e. renewal date) an email will be sent to the past customer. 30 and 60 days prior to the contract date, the assigned user will be notified to contact the customer for a policy review. When the contact date passes, 6 months is added to the listed date.