Creates an opportunity within the Life Insurance Leads Pipeline in the “To Contact” stage
Creates an opportunity within the ACA Leads Pipeline in the “To Contact” stage
Creates an opportunity within the Medicare Leads Pipeline in the “To Contact” stage
Creates an opportunity within the Agent Recruitment Pipeline in the “To Contact” stage
Creates an opportunity within the Annual Review Pipeline in the “To Contact” stage
Adds the contact to the Manual Messaging - Aged MP workflow. Used for manual follow-up on aged Mortgage Protection leads.
Working on it
Adds the contact to the Manual Messaging - FEX workflow. Used for manual follow-up on Final Expense leads.
Adds the contact to the Manual Messaging - Fresh Mortgage Mailer workflow. Used for manual outreach to new Mortgage Protection leads.
Working on it
Working on it
Working on it
Adds the Contact to the Aged Mortgage Protection AI Messaging system - GPT Conversation Start - DBR #1 - MP Bot (specific workflow)
Adds the Contact to the Final Expense AI Messaging system - GPT Conversation Start - DBR #2 - FE Bot (specific workflow)
Adds the Contact to the IUL AI Messaging system — GPT Conversation Start - DBR #3 - IUL Bot (specific workflow).
Adds the Contact to the FIA AI Messaging system — GPT Conversation Start - DBR #4 - FIA Bot (specific workflow).
Adds the Contact to the Fresh MP AI Messaging system — GPT Conversation Start - DBR #5 - Fresh MP Bot (specific workflow).
Adds the Contact to the ACA AI Messaging system — GPT Conversation Start - DBR #6 - ACA Bot (specific workflow).
Adds the Contact to the Medicare AI Messaging system — GPT Conversation Start - DBR #7 - Medicare Bot (specific workflow).
Working on it
Adds the Contact to the Aged Mortgage Protection Manual Messaging system - Manual Messaging - Aged MP (specific workflow)
Adds the Contact to the Final Expense Manual Messaging system - Manual Messaging - Final Expense (specific workflow)
Adds the Contact to the Fresh Mortgage Protection Manual Messaging system - Manual Messaging - Fresh MP (specific workflow)
Starts a 52-week nurture text campaign. Typically moves unsold leads into long-term nurturing pipelines.
Life insurance
Triggers a 3-day follow up. Moves opportunity to "3 Day Follow Up stage" and sends your client a message containing details of the policy that was sold.
Triggers a 3-week follow up. Moves opportunity to "3 Week Follow Up stage" and sends your client a message asking them to confirm that they got their policy packet in the mail.
Triggers a 3-month client follow-up. Opportunity moved to "3 Month Follow Up" stage and sends you an email and sets a task reminder to check in with your client.
Triggers a 6-month follow-up. Opportunity moved to "6 Month Follow Up" stage and sends you an email and sets a task reminder to check in with your client.
Triggers a 9-month follow-up. Opportunity moved to "9 Month Follow Up" stage and sends you an email and sets a task reminder to check in with your client
Triggers a 12-month follow-up. Opportunity moved to "12 Month Follow Up" stage and sends you an email and sets a task reminder to review the policy after one year.
Triggers an 18-month check-in. Moves opportunity to "18 Month Follow Up" stage, and sends you an email and sets a task reminder to check in on their current needs.
Triggers a 2-year client check-in. Moves opportunity to "Annual Review - To Contact" stage and sends you an email and sets a task reminder to give your client a call to renew their policy after two year.
Starts 2.5-year follow-up. Opportunity again added to Annual Review pipeline stage. Sends you an email and set as task reminder to give your client a call to renew their policy and ask for referrals after two and half year
Triggers a 3-year follow-up. Opportunity moved to "3 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after three year.
Triggers a 3.5-year follow-up. Opportunity moved to "3.5 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after three and half year.
Triggers a 4-year follow-up. Opportunity moved to "4 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after four year.
Triggers a 4.5-year follow-up. Opportunity moved to "4.5 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after four and half year.
Triggers a 5-year follow-up. Opportunity moved to "5 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after five year.
ACA Insurance
Triggers a 3-day follow up. Moves opportunity to "3 Day Follow Up" stage and sends your client a message containing details of the policy that was sold.
Triggers a 3-week follow up. Moves opportunity to "3 Week Follow Up" stage and sends your client a message asking them to confirm that they got their policy packet in the mail.
Triggers a 3-month client follow-up. Opportunity moved to "3 Month Follow Up" stage and sends you an email and sets a task reminder to check in with your client.
Triggers a 6-month client follow-up. Opportunity moved to "6 Month Follow Up" stage and sends you an email and sets a task reminder to check in with your client
Triggers a 9-month client follow-up. Opportunity moved to "9 Month Follow Up" stage and sends you an email and sets a task reminder to check in with your client.
Triggers a 12-month client renewal follow-up. Moves opportunity to "Annual Review - To Contact" pipeline and sends you an email and sets a task reminder to review the policy after one year.
Triggers 18-month follow-up for ACA clients. Moves opportunity to "18 Month Follow Up" stage. Sends you an email and sets a task reminder to check in on their current needs.
2-year follow-up specific to ACA clients. Same movement to Annual Review pipeline. Sends you an email and set as task reminder to give your client a call to renew their policy and ask for referrals after two years
2.5-year follow-up. Adds opportunity to the "Annual Review pipeline" stage. Sends you an email and set as task reminder to give your client a call to renew their policy and ask for referrals after two and half years.
Triggers a 3-year follow-up. Moves opportunity to "3 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after three years.
Triggers a 3.5-year follow-up. Moves opportunity to "3.5 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after three and half year.
Triggers a 4-year follow-up. Moves opportunity to "4 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after four year.
Triggers a 4.5-year follow-up. Moves opportunity to "4.5 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after four and half year.
Triggers a 5-year follow-up. Moves opportunity to "5 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after five year.
Medicare Insurance
Starts the 3-day follow-up for Medicare clients after policy placement. Moves to "3 Day Follow Up" stage and sends your client a message containing details of the policy that was sold.
Triggers 3-week follow-up. Moves opportunity to "3 Week Follow Up - Policy Delivered" stage and sends your client a message asking them to confirm that they got their policy packet in the mail.
Triggers a 3-month check-in. Moves opportunity to "3 Month Follow Up" stage and sends you an email and sets a task reminder to check in with your client.
Triggers a 6-month check-in. Moves opportunity to "6 Month Follow Up" stage and sends you an email and sets a task reminder to check in with your client
Triggers a 9-month follow-up. Moves opportunity to "9 Month Follow Up" stage and sends you an email and sets a task reminder to check in with your client
Triggers a 12-month follow-up, opportunity moved to "Annual Review - To Contact" pipeline and sends you an email and sets a task reminder to review the policy after one year.
Triggers 18-month follow-up for Medicare clients. Moves opportunity to "18 Month Follow Up" stage.
Sends you an email and sets a task reminder to check in on their current needs.
2-year follow-up specific to Medicare clients. Same movement to Annual Review pipeline. Sends you an email and set as task reminder to give your client a call to renew their policy and ask for referrals after two years
Triggers a 2.5-year follow-up. Adds opportunity to the Annual Review pipeline. Sends you an email and set as task reminder to give your client a call to renew their policy and ask for referrals after two and half years
Triggers a 3-year follow-up. Moves opportunity to "3 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after three years.
Triggers a 3.5-year follow-up. Moves opportunity to "3.5 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after three and half years.
Triggers a 4-year follow-up. Moves opportunity to "4 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after four years.
Triggers a 4.5-year follow-up. Moves opportunity to "4.5 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after four and half years.
Triggers a 5-year follow-up. Moves opportunity to "5 Year Follow Up" stage. Sends you an email and sets a task reminder to give your client a call to renew their policy and ask for referrals after five years.
Life insurance Completed
Marks that the 3-day follow-up is completed. Moves opportunity to "3 Day Follow Up Completed" stage.
Marks that the 3-week follow-up is completed. Moves opportunity to "3 Week Follow Up Completed" stage.
Marks that the 3-month follow-up is completed. Moves opportunity to "3 Month Follow Up Completed" stage.
Marks that the 6-month follow-up is completed. Moves opportunity to "6 Month Follow Up Completed" stage.
Marks that the 9-month follow-up is completed. Moves opportunity to "9 Month Follow Up Completed" stage.
Marks that the 12-month follow-up is completed. Moves opportunity to "12 Month Follow Up Completed" stage.
Marks that 18-month follow-up is completed. Moves opportunity to "18 Month Follow Up Completed" Stage.
Marks that the 2-year follow-up is completed. Moves opportunity to "2 Year Follow Up Completed" stage.
Marks that the 2.5-year follow-up is completed. Moves opportunity to "2.5 Year Follow Up Completed" stage.
Marks that the 3-year follow-up is completed. Moves opportunity to "3 Year Follow Up Completed" stage.
Marks that the 3.5-year follow-up is completed. Moves opportunity to "3.5 Year Follow Up Completed" stage.
Marks that the 4-year follow-up is completed. Moves opportunity to "4 Year Follow Up Completed" stage.
Marks that the 4.5-year follow-up is completed. Moves opportunity to "4.5 Year Follow Up Completed" stage.
Marks that the 5-year follow-up is completed. Moves opportunity to "5 Year Follow Up Completed" stage.
ACA insurance Completed
Marks that the ACA 3-day follow-up is completed. Moves opportunity to "ACA 3 Day Follow Up Completed" stage.
Marks that the ACA 3-week follow-up is completed. Moves opportunity to "ACA 3 Week Follow Up Completed" stage.
Marks that the ACA 3-month follow-up is completed. Moves opportunity to "ACA 3 Month Follow Up Completed" stage.
Marks that the ACA 6-month follow-up is completed. Moves opportunity to "ACA 6 Month Follow Up Completed" stage.
Marks that the ACA 9-month follow-up is completed. Moves opportunity to "ACA 9 Month Follow Up Completed" stage.
Marks that the ACA 12-month follow-up is completed. Moves opportunity to "ACA 12 Month Follow Up Completed" stage.
Marks that 18-month follow-up is completed. Moves opportunity to "18 Month Follow Up Completed" Stage.
Marks that the ACA 2-year follow-up is completed. Moves opportunity to "ACA 2 Year Follow Up Completed" stage.
Marks that the ACA 2.5-year follow-up is completed. Moves opportunity to "ACA 2.5 Year Follow Up Completed" stage.
Marks that the ACA 3-year follow-up is completed. Moves opportunity to "ACA 3 Year Follow Up Completed" stage.
Marks that the ACA 3.5-year follow-up is completed. Moves opportunity to "ACA 3.5 Year Follow Up Completed" stage.
Marks that the ACA 4-year follow-up is completed. Moves opportunity to "ACA 4 Year Follow Up Completed" stage.
Marks that the ACA 4.5-year follow-up is completed. Moves opportunity to "ACA 4.5 Year Follow Up Completed" stage.
Marks that the ACA 5-year follow-up is completed. Moves opportunity to "ACA 5 Year Follow Up Completed" stage.
Medicare insurance
Marks that the Medicare 3-day follow-up is completed. Moves opportunity to "Medicare 3 Day Follow Up Completed" stage.
Marks that the Medicare 3-week follow-up is completed. Moves opportunity to "Medicare 3 Week Follow Up Completed" stage.
Marks that the Medicare 3-month follow-up is completed. Moves opportunity to "Medicare 3 Month Follow Up Completed" stage.
Marks that the Medicare 6-month follow-up is completed. Moves opportunity to "Medicare 6 Month Follow Up Completed" stage.
Marks that the Medicare 9-month follow-up is completed. Moves opportunity to "Medicare 9 Month Follow Up Completed" stage.
Marks that the Medicare 12-month follow-up is completed. Moves opportunity to "Medicare 12 Month Follow Up Completed" stage.
Marks that the Medicare 18-month follow-up is completed. Moves opportunity to "Medicare 18 Month Follow Up Completed" stage.
Marks that the Medicare 2-year follow-up is completed. Moves opportunity to "Medicare 2 Year Follow Up Completed" stage.
Marks that the Medicare 2.5-year follow-up is completed. Moves opportunity to "Medicare 2.5 Year Follow Up Completed" stage.
Marks that the Medicare 3-year follow-up is completed. Moves opportunity to "Medicare 3 Year Follow Up Completed" stage.
Marks that the Medicare 3.5-year follow-up is completed. Moves opportunity to "Medicare 3.5 Year Follow Up Completed" stage.
Marks that the Medicare 4-year follow-up is completed. Moves opportunity to "Medicare 4 Year Follow Up Completed" stage.
Marks that the Medicare 4.5-year follow-up is completed. Moves opportunity to "Medicare 4.5 Year Follow Up Completed" stage.
Marks that the Medicare 5-year follow-up is completed. Moves opportunity to "Medicare 5 Year Follow Up Completed" stage.