Automation Solutions
for Insurance Agencies

Save Time. Do More. Grow.

Learn more

Automation Solutions
for Insurance Agencies

Save Time. Do More. Grow.

Learn more

What does automation really do for your business?

Take your
agency from this…

  • Manual follow up
  • No defined process
  • Can’t see where our prospects are
  • Reactive
  • Clients don’t hear from us

  • No Cross-selling

To this!

  • Empowered Agents
  • Trackable, Scalable Processes

  • Complete Visibility

  • Proactive Communication

  • Google Reviews

  • Targeted Cross-Selling

The Top Independent Agencies use automation to succeed.

Sales Automation

Empower your sales team with automated follow up. Save time and improve sales with a trackable sales system that guarantees prospects will never “slip through the cracks.”

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Sales Automation

Empower your sales team with automated follow up. Save time and improve sales with a trackable sales system that guarantees prospects will never “slip through the cracks.”

Learn More

Client Marketing

Be proactive with a Client Marketing System that will onboard new clients, nurture them over time, and cross sell the right product to the right client at the right time.

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Client Marketing

Be proactive with a Client Marketing System that will onboard new clients, nurture them over time, and cross sell the right product to the right client at the right time.

Learn More

Automation Success Plan

Every Journey Needs a Roadmap. Download our Automation Success Plan and pack your bags.

Every Journey Needs a Roadmap. Download our
Automation Success Plan and pack your bags.

Download
Elliott Carr Image

“Capsule Five had a plan and we just went with it. Now our office is way more efficient and we’re communicating with our prospects and clients in a way we didn’t even think was possible.”

“From sales to service to renewals, automation is a critical part of everything we do. After working with Capsule Five, I don’t have to wonder if things are getting done. I know they are and I couldn’t imagine running my business any other way.”

Let’s Get Started!

Let’s connect to learn more about your business and how we can help.