Transform Your Small Business with Persystent AI: Built on HighLevel, Powered by LevelUp Day 2024

For small business owners—whether you're running an insurance agency or managing a residential contracting business—finding ways to streamline operations, enhance customer service, and drive growth can be challenging. That’s why Persystent AI, built on the powerful HighLevel platform, is here to help you thrive by offering a unified, intelligent solution tailored to your needs.

LevelUp Day 2024 introduced over 300 new features and improvements from HighLevel, and we're excited to share that all these advancements are now integrated into Persystent AI. This means that your business can benefit from the latest in automation, AI, marketing, and customer engagement tools, customized specifically for small businesses.

Why HighLevel and Persystent AI Are Game-Changers for Small Business

HighLevel is known for its all-in-one platform that combines customer relationship management (CRM), marketing, and sales automation into one seamless tool. For insurance agencies and residential contractors, this means less time juggling multiple apps and more time focusing on what matters—serving your clients. Persystent AI leverages this powerful platform, adding enhanced AI features to help automate routine tasks, improve customer engagement, and ultimately grow your business.

Meet Your New AI Assistant: The AI Employee

One of the standout innovations from LevelUp Day 2024 is the AI Employee. Think of it as your reliable virtual assistant that can handle a variety of tasks, freeing you up to focus on higher-value activities. Here’s how the AI Employee can make life easier for insurance agents and contractors:

1. Automated Client Interactions: For insurance agencies, the AI Employee can automatically follow up on leads, schedule policy reviews, and answer common questions about coverage. Contractors can use it to schedule site visits, send reminders, and follow up on quotes.

2. Efficient Task Management: Set the AI Employee to manage routine tasks like appointment scheduling, follow-ups, and data entry. You define the rules, and it ensures everything runs smoothly, without needing manual input.

3. Working Hours Customization: You can specify when your AI Employee is “on duty,” ensuring it aligns with your business hours. This way, customer queries are handled efficiently during work hours, and you maintain a personal touch.

4. Real-Time Adjustments & Customization: You have full control over how your AI Employee engages with clients. Tweak responses, update workflows, and monitor interactions to ensure it reflects your brand’s tone and professionalism.

Why This Matters: Imagine your business running efficiently 24/7. Your AI Employee can follow up with clients, confirm appointments, and manage client inquiries—all while you focus on closing deals, managing projects, or meeting clients face-to-face. Persystent AI brings this level of productivity to your small business, helping you operate like a larger enterprise without the overhead.

LevelUp Day Features That Drive Business Growth for Small Business Owners

The updates from LevelUp Day 2024 have been integrated into the Persystent AI platform, bringing you powerful tools that can make a real difference. Here’s how they can benefit small business users like insurance agents and contractors:

1. Simplified Ad Management for Targeted Marketing

• Custom Audience Setup: Create specific client segments (e.g., homeowners, policyholders) before launching campaigns, making it easier to target the right audience.

• Detailed Analytics: Track ad performance metrics like impressions, clicks, and conversion rates, helping you understand which ads bring in the most leads.

• Engaging Carousel Ads: Showcase multiple services or promotions in a single ad, perfect for contractors wanting to highlight different specialties (e.g., roofing, remodeling) or for agencies advertising multiple policy options.

2. CRM & Analytics: Keeping Your Business Organized

• Visitor Data Widgets: Get insights on how potential clients are interacting with your website. For contractors, see which services people are viewing most. For agencies, track which insurance types are generating the most interest.

• Custom Reports: Generate detailed reports for leads, sales, and marketing campaigns. Monitor trends and adjust your strategies based on what’s working best.

• Workflow Email Statistics: Track how your automated emails are performing. See what kind of follow-up messages are driving responses and refine them to improve engagement.

3. Enhanced E-commerce Capabilities for Service-Based Businesses

• Upsell Opportunities: Contractors can offer additional services (e.g., gutter cleaning when booking a roofing repair) directly at checkout, increasing revenue.

• Digital Product Delivery: Insurance agents can use this feature to send digital documents, policy brochures, and informational PDFs securely, ensuring clients get what they need instantly.

• Seamless Integration with Social Shops: Sync your services or products to platforms like Facebook and Instagram, allowing clients to browse and inquire directly through social media.

4. Communication Tools That Enhance Client Engagement

• In-App Booking via WhatsApp: Enable clients to book consultations, site visits, or policy reviews directly through WhatsApp, making the process easy and accessible.

• Quick Replies: Set up common responses to speed up interactions on platforms like Facebook Messenger and Instagram, ensuring clients get quick answers to frequently asked questions.

• AI Conversation Management: Customize how your AI interacts with clients, whether they’re asking about a new policy or requesting a quote for home renovations. This ensures conversations feel natural, informative, and professional.

5. Workflow Automation to Save Time

• Recurring Tasks: Set up regular tasks like sending reminders for policy renewals or follow-ups after a job completion. Automate them once and let Persystent AI handle the rest.

• Real-Time Custom Value Updates: Automate calculations, such as updating a client’s insurance premium or calculating project costs for different scenarios, ensuring accuracy and efficiency.

Why Persystent AI Is Perfect for Small Business Owners

Small businesses, particularly those in insurance and contracting, thrive on efficiency, trust, and quality service. Persystent AI, with the power of HighLevel’s platform, equips you with all the tools to automate routine tasks, enhance customer interactions, and grow your business—without the complexity. With features tailored for small businesses, you can:

• Reach More Customers: Use targeted marketing tools to attract and convert new leads.

• Keep Clients Engaged: Seamlessly manage communications, ensuring that clients feel valued and attended to.

• Optimize Operations: Automate administrative tasks, reducing the time spent on manual processes so you can focus on delivering excellent service.

Looking Ahead: Empowering Small Businesses Through Innovation

The updates from LevelUp Day 2024 highlight HighLevel’s commitment to innovation, and at Persystent AI, we bring this innovation to your business. Whether you’re an insurance agent who needs to manage client policies more effectively or a contractor looking to streamline project bookings and follow-ups, Persystent AI gives you the tools to operate more efficiently, save time, and grow.

Ready to see how Persystent AI can transform your small business? Contact us today to learn more about how our platform can help you scale and succeed in a competitive market.