CRM Productivity Toolkit

CRM productivity toolkit for insurance agents.

This is a practical extension for insurance agents or anyone using a CRM to highly automate looking up people's information to verify correct numbers and contact information as well as simplify the rotation of outgoing number usage to prevent spam flagging. It is specifically tailored to Agents using DigitalBGA's CRM and solely gives them more utility and the ability to several functions from better locations. Every day you need to enter the approved/non spam-flagged number in the "Load Numbers" button under "Number Setup". "Next Number" will then cycle through those to use as your call out numbers. They must be approved and entered in Digital's CRM to be usable, but you can now change them from any screen. You must enter the main number that you use to contact known clients or follow ups who know your main number under "Set Main", but this only needs to be done once. When the dial count per number reaches 19 then the toolbar will change to red and when it reaches 20 the auto-dialer will be turned off. You can change to "next number" even during a phone call. The "TPS Toolkit" allows you to open up a second persistent browser window to look up someone who has not text verified their contact. You can search by "phone" "email" or "name, state, and age range" and I recommend using that order. "Verified or Non-Verified" just add a "V" or "NO" to your sticky field. "Begin Dialer/Stop Dialer" just give you an easier way to deal with the dialer than scrolling to the top of the page. When you're inside a particular lead I've added bigger dialer and text buttons.