Automations simplified for all

Click-to-Connect

• Call, text, and email (SMS requires EIN)

Calendar

• Includes calendars by line of business

• Auto confirm/remind

• Cancel and no-show follow up

• Syncs to your Google or Outlook calendar

Health First/Garland Method Automations

• Discovery call workflows

• Health appointment workflows

• Post sale follow up

• "Health only sale" retargeting for life insurance

• Send declination letters for e-signature

• Instantly calculate medicare date

New Lead Workflows

• Life (General and Ethos)

• Health

• IUL (Generic)

• Annuity

Built-in policy tracking fields

• Carrier, coverage, policy #, policy date, documents

Policy review automations

• Get alerts and automatically schedule reviews

Personally branded Agent Landing Page

• Build credibility!

• No website programing knowledge needed!

Automated Medicare workflows (optional)

Lead Nurture

• Stop losing contact with leads

Mobile App

• Stay connected anywhere

Avalanche Onboarding & Support

• Training videos

• ConnectorCRM Operations Guide

• Weekly Q&A, training, onboarding

• Help center

Optional Done-For-You set up

• A2P, website set up, all integrations - $499 (Normally $750)

New Features Released Every Month