Stuck in the follow up struggle?

Struggling to reach new leads?

No process for generating online reviews?

Got a pile of old leads collecting dust?

Too busy to follow up on quotes?

Not asking for referrals?

No time to cross-sell?

We can help.

THREE AUTOMATION STRATEGIES
​EVERY SMALL BUSINESS NEEDS

Lead Conversion
Reach leads faster and convert at a higher rate with lead management automation

Client Welcome
Retention starts here. Get feedback, reviews, and referrals from every new client. Every time.

Retention & Cross-Sell
Educate and cross-sell the right products to the right clients at the right time.

TWO WAYS TO MAKE IT HAPPEN

1. Done With You
Custom Projects
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This is for those of you that plan to make automation a part of your business. We provide the tools, training, and resources you need to be successful out of the gate. But you take ownership of making it work for YOUR business.

2. Done For You
​Managed Services
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​This is for those of you that need help with these strategies but you don't want to learn, use or buy new software. You just want results.

WHY WORK WITH CAPSULE FIVE?
STEWARDSHIP'S STORY

"Automation has increased our employees happiness...they save more time and are under less stress."
​​Grant Botma | Founder

"Capsule Five's automation saves me 10 - 15 hours a week"
​Brandon Ream | Insurance Agent & Vice President

"Automation ensures every client has the same great experience, every time."
​Joy Stratman | Customer Service

WHERE DO I START?
SCHEDULE A FREE 15 MINUTE ASSESSMENT
with us to identify where automation can help your business

SALES  |  NEW CLIENT WELCOME  |  RETENTION & CROSS-SELLING

SCHEDULE AN ASSESSMENT

FROM OUR CLIENTS

"Within 3 months of starting with Capsule Five, our sales as an agency have increased from 53% to 67%"
- Jordan Greer | G&G Independent Insurance

“Adding automation to my business was like an out of body experience. By the time we had our first conversation, i was already writing the policy!"
-Leigh Zellmer | Blackwell Insurance Agency

"Working with Capsule Five has been a journey in learning how my business works. I had leads coming in but didn't know if they were being followed up by our sales team. They carefully took the time to learn my business and develop a system that automatically follows up AND shows me exactly where my leads are in the sales process. I can clearly see where my business is without having to guess anymore."
- Steve Ross | Ross Brokers