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.
Set up in five steps
Create your account and confirm your email address.
Import contacts from a CSV or a supported CRM export and map your custom fields.
Choose a starter pipeline for your primary line: Medicare, ACA, life, annuity, or recruiting.
Connect a phone number and your email sending domain so activity logs to the contact record.
Enable the New Lead Speed-to-Lead automation so every inbound lead gets a call, text, and email attempt.
What to do on day one
Invite your team and assign roles before importing shared contacts.
Set your business hours so automations never text a client at 2 a.m.
Upload your agency logo so quotes and PDFs carry your branding.
How long until the account is fully live?
Most solo agents are running the same day. Agencies moving several producers and a commission history usually finish in three to five business days, including carrier statement backfill.