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Accelerated Automation Helping insurance agents Automate their agencies! AgencyZoom as your CRM & much more! Follow for tips

10/10/2026

Welcome to the family, Kuning Insurance. 🎉

Twenty-three years in the industry, a multi-producer Farmers agency with a dedicated sales group — and an owner who once built his own custom CRM in ACT!.

That last detail matters. Mark Kuning doesn't think about software as software. He thinks in structured customer records and agency-specific workflows, which means he showed up already knowing what he wanted the system to do.

Our team is building core workflows across sales, service, onboarding, retention and renewals over four months, with weekly one-hour training for Mark and his staff, texting running through a dedicated line, and a careful migration of his contact and prospect data off the prior system.

Two things he asked for that deserve a mention. He wants the automation live before he adds headcount, so new hires inherit a standardized process instead of inventing one. And he asked for TCPA compliance built into the architecture.

Compliance isn't a feature you add later. It's a decision you make at the design stage. Mark made it.

Welcome aboard, Kuning Insurance. Let's build. 🚀

10/09/2026

Welcome to the family, Patrick Newby and team. 🎉

Patrick's Oklahoma City agency is part of the same district-wide build — three agencies modernizing together, training weekly as a group.

His focus is personal lines, with auto and home internet leads coming in from shared lead sources. And the first thing our team is solving is the one that quietly costs agencies the most: clean lead attribution from first inquiry all the way through close.

Because here's the thing about internet leads. Without attribution you're not buying leads, you're buying a feeling. You can't tell which source earns its money and which one doesn't.

We're also configuring car dealership and agency referral sources now, before those relationships exist — so when Patrick builds them, the tracking is already waiting. Baseline metrics are being captured up front so the results after the build are measurable. And he's flagged Spanish-language automation as a capability to grow into, which is exactly the right read on the Oklahoma City market.

Set the measurement up before you need it. Then grow into it.

Welcome aboard. Let's build. 🚀

10/09/2026

Most agencies don't hit capacity overnight. It happens months, sometimes years before anyone admits it out loud.

Pushing it off doesn't make it easier later. It just makes the fire bigger.

We're heading to National Harbor! 📍Mariah will be at the FirstChoice In Motion Independent Agent Member Conference, Octo...
10/09/2026

We're heading to National Harbor! 📍

Mariah will be at the FirstChoice In Motion Independent Agent Member Conference, October 14–16, and we'd love to connect with you there.

If you've been wondering how to get more out of your tech, close more deals, or keep more clients, stop by Booth #216. Let's talk about what automation can do for your agency.

10/09/2026

AI Diffusions is LIVE.
Stop typing in leads, service tickets and tasks- let your inbox create them automatically even if the email doesn't match a record in AgencyZoom. We will find the profile and attach it and make sure the right person on your team gets the lead or ticket.

Save hours each week and stop forwarding emails to your teams.

10/08/2026

Everyone wants to know how to "use AI" in their agency. Nobody wants to do the unglamorous part first.

Here's the truth: AI can't learn from a process that only exists in your head.

Comment PROCESS and I'll send you the guide to start mapping yours.

10/08/2026

Welcome to the family, Rachelle Stange and team. 🎉

Rachelle's agency is joining us as part of something we don't see often enough — a whole Farmers district deciding to modernize together. Three Oklahoma agencies, one group build, trained side by side.

Her agency writes both personal and commercial lines, and the build starts where it should: sales pipelines for both, so there's pipeline activity fast rather than three months of setup before anything moves.

Two things she asked for that we wish more owners did. First, baseline metrics captured before the build — automation open rates, conversion rates — so the gains afterward are measured against a real starting point instead of a hunch. Second, the whole team through AgencyZoom Essentials and active in the daily support calls, because adoption is a team decision, not a software setting.

There's something else worth saying about a district doing this together: nobody has to be the first one to figure it out. They learn in the same room, on the same system, at the same pace.

Welcome aboard. Let's build. 🚀

Growing faster than your systems can keep up?

Everyone's got one. The thing that's annoyed you since spring, or the task that keeps moving to next week.Not a resoluti...
10/07/2026

Everyone's got one. The thing that's annoyed you since spring, or the task that keeps moving to next week.

Not a resolution... one specific thing.

What's yours?

10/07/2026

Welcome to the family, Erik Anderson. 🎉

This one's a little different, and that's why we like it.

Erik leads recruiting for his Farmers district, with a team of three including a dedicated talent scout working in AgencyZoom on her own login. He's already built a genuinely sophisticated sourcing stack — IdealTraits for applicant flow, Indeed Professional, plus custom Google Scripts and Zapier pushing applicants into AgencyZoom. By his own estimate, the automation and analytics he's built already carry the workload of about two staff members.

Most agencies automate sales. Erik is automating the thing that determines whether he'll have producers to sell.

Our team is building every IdealTraits application, personality assessment score and licensing response to flow straight into AgencyZoom and tag itself — one clean candidate record, no duplicates. Color-coded tags and tiered pipelines so the strongest candidates surface instantly instead of getting buried. A reliable "book with me" calendaring setup. And full training for his recruiter on the same system.

Recruiting is a pipeline. Treat it like one.

Welcome aboard. Let's build. 🚀

Growing faster than your systems can keep up?

10/06/2026

Welcome to the family, Nominal Insurance. 🎉

Seven years old, Kansas City, and about as specialized as an agency gets — roughly 98% commercial, writing around $3.5 million in premium, with deep niches in used-car dealers, non-emergency medical transportation and trucking. Rajan Nurnie runs it lean: one producer with a garage-underwriting background, plus a VA.

He's been on AgencyZoom for three or four years. And he came to us with a philosophy we'd put on a wall: get the fundamentals solid before layering AI on top.

So that's what we're building. Automated intake forms that fill ACORDs and collect signatures. Instant text and email response the moment a lead lands. Two-way texting through LightSpeed. Renewal workflows with 45-day reminders. Long-term nurture that re-touches every lead on a schedule, so nothing is lost to a busy week. And dashboard visibility into monthly goals, open tasks and team status.

The point isn't the automation. The point is that his producer and his VA execute the same way, every time.

You can't automate what you refuse to standardize. Rajan already knew that.

Welcome aboard, Nominal Insurance. Let's build. 🚀

Growing faster than your systems can keep up? That's usually the signal it's time.

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