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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.

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Sales

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:

  1. Lead Generation: Systematize intake from your website, ads, and other sources.
  2. Engagement: Use bots and VEs for initial outreach and qualification.
  3. Cross-Sell / Upsell: Use AI Agents to analyze client policies and automatically trigger upsell opportunities for producers.
  4. Nurture: Deploy automated, long-term follow-up sequences to keep your agency top-of-mind.
  5. 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:

  1. Binding Coverage: The one task only they can do.
  2. 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.

This shift makes the producer's job more strategic, more profitable, and far more engaging.

Conversations

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.

Build a Sales Engine That Attracts Top Talent →