EASYWORKSReady to see where your files are stalling?
Start with the free Scan. Then the Blueprint: a written plan, credited to your build.
Answer the quote before the next broker does. Documents chased for you. Renewals never missed.
Rate shoppers and quote requests do not wait. Applications stall on missing documents. Renewals and annual reviews slip, and the realtors and accountants who send you business stop hearing from you. Client lifetime value is long and referral driven, so the Blueprint maps your response path, your document workflow and your renewal calendar, then build and run the system that keeps every file and every partner moving.
What we install
Quote and application requests answered by text and phone within a minute, with compliant scripting that never gives rate or product advice. Pre approval and quote funnels that capture the details you actually need.
Reminder sequences that collect outstanding documents without your assistant sending the same email four times. Files move.
Renewals, annual reviews and rate holds tracked and reminded automatically, so the book of business stays with you.
A monthly touch to realtors, accountants and lawyers who send you business, plus reviews that make the referral easy.
Works with Finmo, Velocity, Salesforce and Wealthbox. One report shows cost per funded deal or policy, not cost per lead. Voice to Report turns dictation into file notes and client letters.
Why us
Every engagement starts with a Blueprint of your inbound response, application workflow, renewal calendar and partner nurture. You see where deals are stalling before we build anything.
Compliance first. No rate or product advice from the system, marketing language reviewed against your regulator’s rules, and sign off from your compliance officer before launch.
Founder led and done for you. We build only what the Blueprint finds and run it every month.
FAQ
No. It captures the enquiry, collects details and books the conversation with you. Advice stays with the licensed person.
Finmo, Velocity, Salesforce and Wealthbox integrate directly. Others get a structured hand off.
Scripts and marketing copy are written to your regulator’s rules and reviewed by your compliance officer before anything goes live.
EASYWORKSStart with the free Scan. Then the Blueprint: a written plan, credited to your build.