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Please review our end-of-month report of all the things we worked on and managed for your business.
29 total hours worked
→ 8 hours over our retainer amount
In February, several tasks were completed for AGuard including fixing an automation bug, and addressing an issue with e-sign in gravity forms. Significant progress was also made on upgrading AGuard to Portal V2, with all existing pages migrated to a new plugin and several gravity forms added to Airtable.
189 customers used the software and automations we built to bind coverage with AGuard.
→ Our automations saved 202 hours of work
→ We automated 6060 tasks
→ We found and fixed 1 bug.
→ Completed quality assurance of every automation documented below each week
20% new business conversion rate last month
↓ 14% from 1 month ago ↓ 22% from 2 months ago ↓ 34% all time average
88% renewals conversion rate last month
↑ 1% from 1 month ago ↑.50% from 2 months ago ↑ 9% all time average
How easy was it to get started with AGuard?
33 total customer responses
→ 79% found it easy to get started
→ 18% found it average to get started
→ 3% found it difficult to get started
Customer open ended feedback on getting started with AGuard
- No, I love this process!
- Super easy. The AGuard team makes everything smooth and they go above and beyond.
- 1 piece of constructive criticism - there were a ton of emails, and many seemed automated and duplicates.
- Allow multiple email addresses for notifications.
- The forms kept rejecting because I didn't enter the total the way it wanted it formatted or the way the state needed to appear. For example, I entered $1,715.00, which reflected the way the total premium was formatted on the form. Next, when I went to the payment form, it rejected my initial payment because I put Mississippi instead of MS. I wish the form would have prompted me how it wanted me to enter the information instead of making me have to start all the way over when it was submitted, or at the very least, when I clicked submit, prevent the submission and highlighting the form error with instructions on how to correct it before accepting the submission.
- Emailed the application earlier because we were under a time constraint and my property manager was not responding in a timely manner.
- You all are great and always have been. I have been with you for 11 years and we had one odd year where the communication sucked but that was such an anomaly it is no big deal.
- You guys are always responsive and explain things very very well. Just keep doing what you are doing and you can always count on me for a referral if you need one.
- Getting started is easy and Vaughn and the team are always prompt to help answer questions. The only feedback I have is that it would be nice if we could get the renewal quotes a little earlier. The one week turn around is just fast. But if that's the worst thing then it's not the end of the world either :)
- I would have liked to see what I paid last year vs this year.
- No issues signing in - which 100% could have been my fault with stored cache on my computer -
- All is well! Thanks for always being available for a quick call.
- No, it was really simple. Thank you!
- No complaints.
- Communication
- nothing, everything went smoothly
- The team as always did a great job changing over my policy with ease.
- Very easy process! Thank you!
- I had just asked to ensure that our landlord was included in the coverage as an "Additional insured" - so just making it clear that that request was received and do-able.
- I can't make the payment, it keeps saying error
- It would have been nice if the information from the prior owner had transferred.
- The process was simple
- It was pretty easy - but for existing clients who just need to keep their plan going (like us), it would have been nice to just have some process for us that makes it quick and easy to renew.
31 Promoters + 6 new reviews
6 reviews this month and 0 responded 4.8 stars and 21 reviews started with 4.7 stars and 12 reviews
Site security and speed is up to date
- We randomly selected pages for Site Speed audits to make sure there are no obstacles in site performance
- We updated all the plugins and themes that had any security updates available