Automation doesn’t fail agents.
Borrowed systems do.
Automation Kickstart helps insurance agents and small agencies document how they actually sell - then turns that into workflows across prospecting, onboarding, and retention.
If your automation feels “off,” this is usually why:
Follow-up lives in inboxes and sticky notes
Onboarding depends on memory, not signals
Renewals feel reactive instead of intentional by design
Automation tools exist — but don’t reflect reality
This isn’t a tooling problem. It’s a workflow clarity problem.
If you’re looking for workflows that flex to your process and grow with your agency, you’ve come to the right place.
Automation Kickstart starts with how you work.
When clarity is missing, we use industry-tested workflows refined over 20+ years to fill real gaps — not force-fit your business into someone else’s system.
Your process first
Proven fallbacks when needed
Nothing locked or rigid
What Automation Kickstart actually does
Top of funnel
Prospecting workflows that reduce manual follow-up and lost leads
Middle of funnel
Lead management systems that track behavior, not guesses
Bottom of funnel
Onboarding + retention workflows that surface risk early
Self-paced. Two lessons per week. Templates built from your inputs. Optional support when friction shows up.
Built in the open. Refined in real workflows.
A real workflow, built in public.
See how I turned raw funnel data into signals, insights, and repeatable actions — using the same systems taught inside Automation Kickstart.