ConnectorCRM™ for Health First Agents

(Special Package)

Current Features

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

  • Final Expense

  • Mortgage Protection

  • Health

  • IUL

  • Annuity

Built-in policy tracking fields

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

  • View your business in one place

Policy review automations

  • Get alerts and automatically schedule reviews

  • Increase cross-sell opportunities

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

Coming Soon

  • Admin/VA upgrade

  • Improved power dialer

  • New support workflows

Please note, in order to use local phone numbers for A2P SMS, you must have an LLC. Those who do not have an LLC will be limited to toll-free numbers for A2P SMS.

Learn More

Not just another CRM...

Get All Your Tools in One Place

Contacts

ConnectorCRM helps you stay on top of your contacts with powerful workflows designed to create engagement.

Marketing

Fully customized email & SMS campaigns with smart automations will help you stay in front and top of mind.

Sales Pipeline

View your customer's journey in real time, track KPIs, and create event triggers from various pipeline stages.

Analytics

Track your sales, engagement metrics, appointments, and more with our AI assisted analytics dashboard.

Calendar Manager

Sync to Google or Outlook and create unlimited calendars for events, services, and rentals. View and manage appointments in real time.

Web Development

Promote your offer to the world.

Build robust funnels and websites with powerful SEO to dominate your space.

Documents

Create or upload documents, invoices, & contracts. Gather certified e-signatures and process payments automatically.

Training Courses

Build dedicated learning spaces for your team or your customers. Track progress and issue certificates.

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