Insurance and financial services
EA Pinder III & Associates
- Website with booking from the platform built in
- Forms into the platform’s Intake queue
- SMS opt-in that meets carrier rules
- Website
- Ceety Platform
Automations
Automations that follow up for you, and explain themselves.
Rules that send, tag, create tasks, move stages, wait, branch and stop, with a log that says when a message was held back and why.
Illustrative
The problem
Follow-up is where leads go quiet.
- The day gets busy, and the second call never happens.
- An automation that texts someone who said STOP is a compliance problem, not a convenience.
- When something doesn’t send, nobody can tell you why.
Done for you, approved by you
How it works
- 01
Trigger
Something happens: a form is sent, a booking is made, a stage changes.
- 02
Act
Send a message, add a tag, create a task or move a stage.
- 03
Wait and branch
Wait, check what happened, and take the right path, or stop.
- 04
Log
Every step is logged, including when a message was held back and why, for example “no consent”.
Compliant by design
Built in, not added later.
- No consent, no automated text: the log shows it was held and why.
- Cautious by design: a NO reply to a reminder creates a task for a person; it never cancels anything.
- A kill switch stops all outgoing messages instantly.
Plans
What’s included on which plan.
| Included | Essentials$199/month | Growth$399/month | Pro$799/month | CustomQuote |
|---|---|---|---|---|
| Automations | Basic | Included | Included | Included |
Every plan starts with a free consultation, and staff users are unlimited on every plan. See every plan and price
Selected work
A related case.
One example from 500+ implementations. See more work
Questions
Frequently asked.
- Who builds the automations?
- We do. They’re part of the blueprint you approve, and you approve changes after that too.
- Why didn’t a message go out?
- The log says why, for example that there was no consent on file. Anything that can’t send is flagged for your team.
- Can an automation cancel an appointment?
- No. A NO reply creates a task for a person; it never cancels anything by itself.
Tell us about your business.
Book a free consultation: a conversation about what you have and what you want. We’ll tell you honestly what you don’t need. Free, with no obligation.