Here’s What You’re Up Against:
You’re Juggling
Everything
From managing contracts to closing deals—and it’s exhausting.
Sales aren't
Consistent
You had sat with a client but no sales & missed follow-ups mean lost opportunities & money left on the table.
Still Knock on Doors & Buy Leads
But there’s just no time to follow up on all of them. Wasted efforts and resources.
Chasing leads is time consuming
Chasing leads eats up your time & energy, leaving you frustrated.
Overwhelmed
Managing your team while growing your business feels overwhelming when you’re doing it all yourself.
Endless Cold Emails
& Follow-Ups
These are burning you out and slowing down your progress.
You're Ready
for Change
But you need results fast because waiting years for ROI isn’t an option!
Stop relying on outdated methods—Automate your success and watch your business thrive.
(Manual Tracking of LEADS)
❌ Disorganized Tracking: Google Calendar and Excel/Notion mix up lead statuses (confirmed, pending, canceled).
❌ Lost Paperwork: Important notes and tasks get stuck on the desk and forgotten.
❌ Time-Consuming: Manually updating leads wastes time that is better spent on sales.
❌ Missed Follow-Ups/Opportunities: Follow-ups for rescheduling, reviews, or referrals get overlooked.
❌ Inconsistent Experience: Delayed communication hurts client trust and relationships.
(AUTOMATION can streamline the entire process through CRM tools like Phoenix CRM (GoHighLevel)
Reduced No-Shows: Automated reminders (24 hrs & 1 hr before)
Seamless Follow-Ups: No manual tracking; reminders for rescheduling, reviews, and referrals happen automatically.
Increased Productivity: More time spent on selling and nurturing relationships rather than administrative tasks.
Free Leads from Referrals: Automated referral requests and follow-ups generate more client introductions effortlessly, expanding your client base.
Better Client Experience: Consistent, timely communication builds trust and professionalism.
Omni-present providing exponential value
-Builds Trust and Credibility: Consistent presence across platforms warms up cold leads and positions you as a TRUSTED broker.
-Generates High-Intent Leads: Regular, value-driven content attracts qualified leads actively searching for your services, increasing appointments and sales.
Imagine automating the tasks that hold you back, freeing up your time to focus on growth and leadership!
In this workshop, you’ll learn how to activate a step-by-step automated system specifically designed for insurance brokers and agency owners. This isn’t just theory; it's a proven framework that addresses the exact challenges you face in your daily operations.
Imagine being able to focus on strategic leadership while your new automated system takes care of generating and nurturing leads for you.
ORGANIZE LEAD MANAGEMENT 2.0 to prioritize prospects and book more qualified appointments.
IMPLEMENT AUTOMATION FOLLOW UP with no-shows, send reminders, and handle personalized touches like birthday greetings and policy updates.
BUILD A TRUST ONLINE PRESENCE that turns cold leads into warm, high-intent prospects who know, like, and trust you—ultimately leading to more sales.
SCALE YOUR BUSINESS without sacrificing personal time, so you can focus on what matters most—closing sales and family.
This isn’t your typical, cookie-cutter session—no fluff, no wasted time.
You’ll watch our screen, follow along, and implement it in real time. We focus on action, not theory, so you leave with a ready-to-go MILLION DOLLAR SALES PROCESS campaign.
It’s not just more info you won’t know how to use. Every strategy is built for insurance pros, with real examples that work for brokers and agency owners like YOU!
REAL-LIFE CASE STUDIES
Learn how brokers like YOU, fully maximized their “existing leads” and doubled appointments using our complete agent automation.
PRACTICAL CRM & AUTOMATION TIPS
Run systems easily, so you can focus on selling—not admin work.
NETWORK SMARTLY
How to network smartly by showing-up online to generate high-quality leads that come to you, ready to buy.
5 Action-Takers will receive DFY FREE Profile Optimization to turn followers into interested prospects.
Grand Prize (1-2 Winners):
IN(fluen)SURE Personal Brand Launch: 2 Weeks of Impactful Social Media Content.
Boost your brand with custom-crafted videos and images that captivate and connect with your audiences.
Our million-dollar sales automation process simplifies everything. From capturing leads and re-engaging old leads to appointment reminders, closing, retention and driving referrals.
Say goodbye to manual work and hello to a smarter, more efficient system that lets you focus on what really matters—growing your business and achieving your goals.
Build a FREE & consistent high-intent LEADS.
Brandy Linaman
Insurance Broker
“You are the inner workings of this team! You did and continue to do an amazing job training Lea and introducing her to our team. Your dedication and expertise not only in dialing but in the marketing and back office work too! I am so incredibly fortunate to have you on board. Your hard work and patience and support have made such a positive impact on our teams success. I truly appreciate everything you do and the energy you bring.”
Jessica Rodriguez
Insurance Broker
“You have been a
great partner and extremely coachable. Your kindness and willingness to learn always makes it easy to work with you and I appreciate you so much for that. I will be very lucky if I get you again. Right now there are some things I need to figure out with the business and until I do, it doesn’t make sense for me to use this service. Thank you again for all you have done in helping me be successful.”
Kyle Swanson
Insurance Broker/Sr. Field Underwriter
“You have been a blessing,
I greatly appreciate working with you! Here soon I’d like to discuss giving you more responsibility and upping your hours if you would like? I would also like to speak with you about being a team recruit for new agents!”
We, Shiela and Bonielyn - the founders of Skyrocket Digitals are your Insurance Business Ally, dedicated to helping brokers and agency owners like you achieve your highest productivity and grow your business from the ground up.
Our focus is on moving your business into the digital world—without losing the personal touch.
Expanding your reach
Increasing your impact
Enabling you to serve clients more effectively
We’re not just theorists; we’re practitioners with proven results. Our team and our expert partners has years of experience in helping brokers like you successfully automate their lead generation, resulting in increased appointments and business growth.
JOIN US to learn how our proven methods can help your agency grow consistently and sustainably!
2024 is your foundation; 2025 is your breakthrough. This workshop is designed to equip insurance brokers and agency owners with the tools, strategies, and automation to hit the ground running next year.
Start strong, stay consistent, and make 2025 your most productive and profitable year yet.
LIMITED SEATS are available for this exclusive FREE workshop.
DON'T MISS OUT the chance!
FREE WORKSHOP BEGINS IN:
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