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wilson_bridget0

Wilson

@wilson_bridget0

CERTIFIED CRM AGENCY

United Kingdom
English, French, Arabic
About me
Hi, I'm Wilson CRM automation specialist focused on insurance agencies. I help agencies fix, clean up, and automate their CRMs (HawkSoft, AMS360, EZLynx, AgencyBloc) and connect them to lead sources and follow-up tools using Zapier, Make.com, and direct API integrations. Whether your CRM is a mess of duplicates and missed renewals, or your leads are scattered across five different tools with no automation, I fix it so nothing slips through the cracks. I respond fast, deliver on time, and won't take a job I can't do well. Message me happy to give you a quick honest assessment before you order.... Read more

Skills

w
wilson_bridget0
Wilson
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will build insurance agency lead management sales pipelines with better agency ezlynx
From$30 / projectMore details
CRM Management
I will insurance CRM renewal client retention policy follow ups applied epic ams3
From$30 / projectMore details

Work experience

TEC_GLOVES

Freelance CRM & Automation Specialist

TEC GLOVES • Self-employed

Oct 2024 - Dec 2025 • 1 yr 2 mos

Provided CRM setup, workflow automation, and web development services to small businesses through direct client outreach. Worked across platforms including CRM systems, Zapier, and Make.com to build automated lead capture, follow-up, and data-sync workflows, alongside custom website and landing page builds. Focused on eliminating manual processes and helping clients respond to leads faster.