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Please review our end-of-month report of all the things we worked on and managed for your business.
33 total hours worked
+18 hours over our retainer amount
Last month, we handled a variety of miscellaneous tasks from the AGuard team, found and fixed several bugs (detailed in the link below), and made significant progress on our current project of setting up a security layer on the portal.
This month we’re looking forward to finishing the security layer project!
168 customers used the software and automations we built to bind coverage with AGuard.
→ Our automations saved 224 hours of work
→ We automated 6,744 tasks
→ Found and fixed 15 bugs
→ Completed quality assurance of every automation documented below each week
We’ve automated almost all tasks required to onboard except the e-sign process. We highly recommend a project to automate allowing users to e-sign by moving to a new software like SignNow which we use for other clients.
New Business: 38.64% conversion rate last month
56% conversion rate all time
49 leads started and 17 converted to customers.
Renewals: 83.92% conversion rate last month
80% conversion rate all time
179 leads started and 151 converted to customers.
We noticed that the new business conversion rate has dropped from the previous month. We recommend examining this and brainstorming ways to improve it. Alternatively, we could monitor it next month to see if it recovers.
Customer Feedback
How easy was it to get started with AGuard?
14 total customer responses
→ 79% found it easy to get started
→ 21% found it average to get started
→ 0% found it difficult to get started
What is most important to you when choosing insurance for your business?
→ 43% trustworthiness of insurance agency
→ 7% customer support
→ 43% price
→ 7% reputation of insurance agency
Customer open ended feedback on getting started with AGuard
- Maybe give a phone call, to reduce the back and forth emails as we are making a plan.
- Keep being great Vaughn. Appreciated the reminders.
- Thank you for always being so easy to get a hold of!
- nope. it was smooth and easy
- Customer service is on point!
- Nope. I trust you.
Provide a phone call initially, especially for new business, in order to boost conversion and make the overall process simpler for the customer.
You have not setup our reviews automation. We can help your business gain more 5 star reviews on Google, Yelp, and Facebook to improve SEO, sign up, and overall authority! Reach out to us today to learn more about how we can get you more reviews without any extra work.
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
We recommend allocating some retainer hours to conduct an audit of form endpoints. This will ensure that all data is secure.