Ep. 277: Patrick Zerarka: Sales Workflow Efficiency to Scale Revenue

Apple Podcasts Rate and Review for Spot On Insurance Patrick Zerarka is the Founder & CEO of EzyTise, a company that provides automation software with a particular focus on small businesses and sales organizations. Contrary to most automation software, their goal isn’t to replace the human aspect of your service, but to automate otherwise mundane or repetitive tasks such as checking email for leads. Patrick has over 20 years of experience managing small business operations and holding executive positions within independent insurance agencies. He specializes in software development, strategy optimization, and lead nurturing. Patrick joins us to discuss how EzyTise provides seamless automation without removing the human aspect of your business. He shares what it was like growing up in France and the transition he made when he moved to the United States. He explains the importance of automation when scaling a business and why it’s not the end-all, be-all solution to your organization’s process troubles. Patrick also describes the difficulty of being a new brand in an already large industry and why he believes most CRMs are outdated. "The best automation is the simplest automation you can do." - Patrick Zerarka Today on Spot On Insurance: Growing up in France and why they moved to the United States How Patrick went from working for Pfizer to working in insurance The future for independent insurance agents Why businesses should scale for the future How automation boosts a company's ability to grow and scale Why Patrick believes most CRMs in the industry are outdated The services their company offers beyond automation Case studies of agencies using their platform The processes involved in onboarding a new client Why branding is still an issue for their company Key Takeaways: Every business has a different business model, even if they sell the same thing. You can’t scale without automation, but automation isn’t the solution to everything. Commissions have been diminishing for the past 10 years. The insurance industry is all about relationships. Resources Mentioned: Zapier Ep. 257: Luis Pino: Increasing Agencies’ Revenue with Intuitive Software Connect with Patrick Zerarka: EzyTise EzyTise on LinkedIn Patrick Zerarka on LinkedIn This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!