Starting out in the insurance business in 2011, Zachary began by using Velocify and 5 different systems to work one lead and training his staff was almost impossible. He quickly noticed he needed to streamline and simplify his calling and business platform to become successful. He now has 5 employees working on telemarketing and lead management. He credits automation, in part, for his overwhelming success.

In this exclusive webcast with DYL, you'll learn his methods for:

• Building a transparent and accountable team

• Creating new business through lead generation & referrals

• Writing more policies with minimal effort

• Sales process automation

• Old lead follow-up

• Effective text message marketing

• Tweaking leads according to criteria