Stop Wasting Your Producers' Time on Busywork
In most agencies, the sales process is a siloed, chaotic hustle reliant on individual effort. Your highest-paid talent—your producers—spend up to 60% of their time on non-revenue-generating tasks like data entry, scheduling, and repetitive follow-ups. We fix this by turning your sales process into a structured, routable, and highly efficient system.
A System for Sales: The 5 Core Buckets
Just like service, sales work can be broken down into distinct stages. We build workflows in HubSpot to manage and automate each bucket:
- Lead Generation: Systematize intake from your website, ads, and other sources.
- Engagement: Use bots and VEs for initial outreach and qualification.
Cross-Sell / Upsell: Use AI Agents to analyze client policies and automatically trigger upsell opportunities for producers. - Nurture: Deploy automated, long-term follow-up sequences to keep your agency top-of-mind.
- Closing: Ensure a smooth, structured handoff from producer to the service team.
From Data Entry to "Elevated Conversations"
Our model rigorously separates tasks that are strategic (non-licensed) from those that are licensed. Bots, VEs, and AI Agents handle the strategic work: intake, scheduling, follow-up, and data collection.
This frees your producers to focus only on two things:
- Binding Coverage: The one task only they can do.
- Having Elevated Conversations: A bot might ask a client if they have teen drivers. A producer uses that information to start a high-value conversation: "I see you have a new teen driver; let's talk about adding an umbrella policy to ensure your family is fully protected."
This shift makes the producer's job more strategic, more profitable, and far more engaging.
The Result: A Sales Team That Stays and Sells
When you implement The Aegis Protocol for your sales team, you will see:
- Higher Producer Satisfaction: Top talent loves working in an efficient system that lets them focus on selling.
- Lower Turnover: You will stop losing your best people to broken, frustrating processes.
- Scalable Growth: Your sales engine will run on a predictable system, not just on the heroic efforts of individuals.
Get everything you need to grow your company, with Orphic .
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