Create your account, import your book, and get your first workflows live.
Setup takes about 30 minutes. Import your contacts, pick the pipeline that matches your product line, connect a phone number and email address, then turn on one follow-up automation so no new lead sits untouched.
Export your current CRM to CSV, then use Contacts → Import to upload it. The importer maps standard fields automatically and lets you map insurance-specific fields — carrier, plan, effective date, policy number — to custom fields so nothing is lost.
Go to Settings → Team → Invite user, enter the producer's email, and choose a role. Roles control what a user can see: producers see their own book, managers see their downline, and admins see the whole agency including commissions.