Name
*
First Name
Last Name
Email
*
example@example.com
Agency Name
*
Do you want content for personal lines or commercial lines new leads?
*
Personal Lines
Commercial Lines
Product
*
prev
next
( X )
Content Only
We will create the content for you and email you a raw json file for each stage
$247.00
$
247.00
Quantity
1
2
3
4
5
6
7
8
9
10
Content and Automated Pipeline Build
$597.00
$
597.00
Quantity
1
2
3
4
5
6
7
8
9
10
Debit or Credit Card
First Name
Last Name
Credit Card Number
Security Code
Expiration Month
January
February
March
April
May
June
July
August
September
October
November
December
Expiration Month
Expiration Year
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
Expiration Year
Back
Next
What type of tone should the messages have? (max 2)
*
Professional - polished and respectful, no slang
Casual - relaxed and friendly, uses contractions
Direct - no filler, short sentences, gets to the point
Warm - empathetic and relationship-forward
Urgent - emphasizes time sensitivity without being pushy
Consultative - positions agent as advisor, not salesperson
Conversational - feels like a natural conversation, not marketing copy
Authoritative - expertise-forward and confident
What should the content focus be? (max 2)
*
Educational - teaches about coverage gaps, policy structure, common mistakes
Price-focused - emphasizes savings, competitive rates, bundling discounts
Relationship-focused - long-term partnership, personal service, local presence
Problem-focused - what goes wrong without proper coverage, real-world risk scenarios
Value-focused - what they get beyond the policy (service, expertise, advocacy)
Urgency-focused - timing, rate changes, policy renewal windows
Agent Talking Points (Optional)
Share any specific points you want the campaign to emphasize. This is content direction, not instructions.
Back
Next
Do you already have an SMS Opt-In tag set up in AgencyZoom?
*
Yes
No
What is the exact name of your SMS Opt-In tag in AgencyZoom?
*
Submit
Should be Empty: