Workflows
Repeatable team processes — pick one and go.
📞
Log a cold call
Record what a call uncovered: the company, who you spoke to, and every policy line with its renewal date. One form — accounts, contacts, and policies are created or updated automatically.
✍️
Add account / policies
A deal came in outside the synced funnels (FB ads, webform, referral)? Pick the existing account or create it, and record contacts + policy lines with renewal dates.
📅
Renewal check-insoon
Work the list of policies renewing in the next 60 days.