Contacts & Conversations

This is where you’ll spend most of your day. Contacts is your book of business; Conversations is the single inbox where every call, text, and email with a client lives together.

Contacts

Every client and lead is a contact record with insurance-ready fields already built in — policy details, Medicare information, and their stage in your pipeline. Find anyone fast, open their record, and you’ve got their full history in one place.

• Working with contacts — finding, adding, and updating client records.

Conversations

Conversations brings texts, calls, and emails into one threaded inbox per contact. No more hunting through your phone for a text and your email for a message — it’s all on the client’s record, and so is anything the automated follow-up sent them.

• Texting and calling — sending an SMS or placing a call from inside your CRM.

Keep client information secure

Your CRM handles sensitive client information. Only communicate protected health information through the platform’s secure channels, and never share login access.