Welcome back to Episode 69 of The Scratch Agency Podcast! In this exciting installment of our Community Call series, we're joined by industry expert Patrick McBride to explore the fascinating world of automation in insurance agencies. Get ready to revolutionize your approach to efficiency and customer experience!

⏰ (0:00) - Introduction to Patrick McBride and the discussion on automation in insurance agencies.

⏰ (1:16) - Exploring technology and automation in the real estate industry for insights.

⏰ (3:43) - Balancing modernization with the personal touch in the insurance experience.

⏰ (7:06) - Maximizing lead velocity through automation in insurance agencies.

⏰ (13:26) - Streamlining lead assignment and automation processes within agencies.

⏰ (16:50) - Setting expectations for lead velocity and maintaining a personal touch in insurance sales.

⏰ (22:57) - Leveraging Zapier and Facebook ads to automate the insurance quote process.

⏰ (26:18) - Unpacking lead generation strategies and automation tactics in insurance agencies.

⏰ (32:01) - Finding the perfect blend of automation and personal touch in sales.

⏰ (42:20) - Prioritizing efficiency and enhancing customer experience through automation in insurance agencies.

⏰ (45:10) - Crafting an effective email marketing strategy tailored for insurance agencies.

⏰ (49:32) - Exploring insurance agency marketing strategies and workflow optimization.

⏰ (52:11) - Email marketing automation techniques and optimizing processes for success.

⏰ 56:53 - Discovering tech solutions tailored specifically for insurance agencies.

Enhance your productivity and reclaim time with OnHandVas, our podcast sponsor – explore their expert VA services now at: onhandvas.com

📌 Connect with us on social media:

     Instagram: thescratchagencypodcast

     TikTok: thescratchagencypodcast

🔗 For more exclusive content, visit our website: scratchagencypodcast.com

🔥 Don't miss out on this in-depth discussion on automation strategies and tech solutions that can revolutionize your insurance agency! Whether you're a seasoned professional or just starting, there's something valuable for everyone in this episode.