Are you an insurance consultant or agent getting ready for Open Enrollment and/or Annual Enrollment Period? Don't use use spreadsheets. I can set up your HubSpot CRM. You will quickly track leads, follow up becomes easier, and enroll more clients.
What’s Included for $97 $52
This package is designed with HubSpot CRM Free version in mind, but this offer can be used with any of the HubSpot CRM versions.
HubSpot CRM account set up
Import up to 100 contacts
Insurance sales pipeline
1 lead follow-up email template
Task reminders & basic dashboard
You will get a video of the work completed
All this delivered in (3) business days
This package is perfect for:
- Independent insurance agents/consultants
- Agents new to using CRM systems
- Small teams
- Anyone ready to start using HubSpot CRM
If you have any questions
Book a time that works for you - Here
How It Works
- Send me your contact list (CSV format) and fill out a quick CRM intake form
- I will complete the full set up within (3) business days
- You get a video of the work completed
Wishing You Success!
https://sleek.bio/workingsmart
Working Smart
Welcome!
My name is Angela - I’m a HubSpot Specialist. I work behind the scenes to bring organization to workflows — assisting insurance Consultants and Agents who are new to using CRM systems. While assisting you with streamlining operations, you will be able to stay focused on your clients.
My naturally introverted nature, allows me to focus and ensure that your data is clean, accurate, and purposeful. Being licensed in insurance gives me a better understanding of how data can impact your business. CRM systems allow me to blend my strengths with your goals, helping you better serve your clients and grow your business.
My role is simple but powerful: I bring organization and calmness to the backend processes so you can bring attention and care to your clients.
Outside of work, I’m a proud mom, a lifelong learner, and someone who’s learning to love her mini stepper (slowly but surely!). Being an advocate of Severe Mental Illness (SMI) is dear to me. I’m always seeking out new things to learn — whether it’s about people, systems, or how to better assist Consultants and Agents like you.
Are you ready to see how CRM systems can bring more growth to your business?
Contact me to see how we can work together.
Wishing you success!
