Frequently Asked Questions
Quick answers to the questions we hear most. Don’t see yours? Reach out and we’ll help — and we’ll add it here.
Do I have to build anything myself?
Section titled “Do I have to build anything myself?”No. Your account comes pre-built for insurance work — contact fields, three calendars, a Medicare pipeline, and automated follow-up are all set up for you. The Getting Started path just helps you connect your email and phone and bring your clients in.
Can clients book their own appointments?
Section titled “Can clients book their own appointments?”Yes. Each of your three calendars has its own booking link you can share. Anything booked automatically triggers confirmation and reminder messages.
Will the system follow up with clients for me?
Section titled “Will the system follow up with clients for me?”Yes. After a sale, built-in post-sale check-ins reach out on their own, and every appointment sends its own reminders. You don’t schedule or send any of it.
Where do my texts and calls show up?
Section titled “Where do my texts and calls show up?”In Conversations, a single inbox that keeps every text, call, and email with a client together on their record.
Is my client information secure?
Section titled “Is my client information secure?”Client Streamline is built to handle sensitive client information securely. Always keep protected health information inside the platform’s secure channels, use a strong password, and never share your login.