If you are an Agency Revolution user or a Fire Fly user this is for you! With the end of 2011 comes the end of all of the nurturing messages in the back end of your AR or FF. 

OH NO! 

WHAT CAN BE DONE!? 

Well lucky for you the staff at Agency Revolution Inc did one last thing before they took a week break at the end of the year. They created NEW nurturing messages for 2012. Now this means nothing if you do not transfer your current customers from the 2011 nurturing messages to the new and improved nurturing messages for 2012.

Sign in to the back end of your engine. 

Go to the underused “Autopilot” tab and scroll down to “Date Sequences”. 

Now you will need to open the old 2011 nurturing message, by clicking on the little pencil on the far left of the sequence. 

Scroll to the bottom of the messages.

Now click add rule (the yellow button at the top of the sequence management tool).  

Schedule the step for the December 31, 2011. 

What are the conditions for the response?

What should happen?

SAVE the sequence and Tada you have transferred your commercial lines to the new 2012 messages.

Now do the same for the rest of the nurturing messages. 

Sign in to the back end of your engine. 

Go to your “Contacts” Tab.

Select Personal Lines or Commercial Lines Contacts that are “Active” or who currently have a policy with you. If you do not know how to do this check out this helpful video curtsey of Lucas Jans.(If you don’t have time to view the whole video skip to the 12:50 mark).

Scroll to the bottom of the screen.

Click   “+ More Actions”

In the drop down select “All in group”

Select “Subscribe/Unsubscribe Sequence”

Find “#2012 Personal Lines Nurturing Messages – V2”

Select and Confirm.

Now do the same for the rest of the nurturing messages. 

Well now that’s done you are ready to pop the cork and bring in the New Year!