It depends on the requirements. Typically, we can get a small agency (50 users or less) up and running in two weeks or less. Larger businesses can take a month or more. The best way to get a more accurate ballpark is to connect with us about your specific needs.

We expect a TON of communication in the beginning; there’s a lot of information to exchange as we get to know each other. We front-load an exceptional amount of resources up-front to get everything working seamlessly.

During this critical On-Boarding period, there are a massive number of T’s to be crossed and I’s to be dotted. Our experience is that customers are the happiest when these requests, inquiries, and fixes are addressed incredibly fast.

That’s entirely up to you. We typically find that the managers most involved with the Fulfillment and Sales processes are most effective at communicating your particular needs to our team. Everyone is free to determine their level of involvement; some owners like to oversee directly, and others prefer to delegate to managers.

It depends. We typically find that the managers most involved with the Fulfillment and Sales processes are the most effective at communicating needs to StackBoost. Everyone is free to determine their level of involvement; some owners like to oversee directly, and others prefer to delegate to managers.

Typically, as often as you need.

Extremely complex reports can be billed as custom development; the rule of thumb is that if it is a new report or a new requirement, it will be billable as custom development. If it’s an adjustment to an existing report, it is covered under support.

As needed.  Submit a ticket through the portal, call, email or send us a Slack Message to get a new user set up for you.

Sure can! Just let us know what new fancy toys you want to add and we’ll help add them to your AgencyStack.

Custom Development is available to you when you inevitably need to incorporate new functions, features, or integrations into your AgencyStack. This can include:

• Integrate with a new Quoting Tool

• Automate a submission with a new carrier

• Build a new conversion report for a test campaign

Custom development costs are always Guaranteed in advance.

This means that we will review the requirements for you, construct a plan for implementation, and give you a fixed quote for the whole project based on our predicted number of hours. We do require a 50% commission to begin the project with the remaining balance to be paid on the satisfaction of the requirements.

The purpose of custom development is to give you a fixed cost method of “bolting on” new features and ideas to your AgencyStack

One example: For a company, we implemented an AutoPilot bot in Twilio to help customers with common issues. We reviewed their list of common questions and quoted $4,400 to complete the project. They agreed, commissioned, the project, and we completed it in about two weeks. They were satisfied with the result, which saved each of their Customer Service agents 1-3 hours per day on the phone.

There is a simple rule of thumb.

If it is a brand new requirement or large project, and requires a skilled programmer to implement, it is billable as custom development.

Examples:

• I need an IVR like Chase Bank’s Customer Service line to answer common questions before it gets routed to an agent

• I need an SMS text to go out 1 Day, 7 Days, One month, and Two months before the customer’s effective date to remind them that their policy is going live

• I need email, text, and an automated phone call to go out to a client to remind them to call in about Part D coverage

• When a Medicare Supplement lead is Closed due to “Low Income”, create a Medicare Advantage Lead

• Set up our Facebook Leads to auto-populate into our CRM and assign to an agent according to our business rules

If it involves a function that already exists and needs to be adjusted or is broken, it will be covered by our Support team.

Examples:

• I need a new status “Corrections Required” for when our backend applications have a clerical error on them

• I need to change an auto-reminder to 14 Days instead of 21 Days

• Add a custom field to our lead tickets for “Time to Call”

• The automated messages to tell the customer who their agent is are not being sent correctly

• Can you add a transition to let me go from “Pending” to “Canceled”?