Staying on top of policy sales can be a time-consuming mess—especially if you’re updating multiple fields, triggering automations, and cleaning up outdated tags by hand.

Now you don’t have to.
With the new Policy Update Form in Agent CRM, you can update policy info, sync custom fields, and launch follow-ups—all in one simple step.

This new feature is a game-changer for agents who want to streamline their sales process, reduce manual work, and keep every contact record organized and action-ready.

📄 What You Can Do with the Policy Update Form

• Update Policy Details

Add important policy info directly inside the contact record:

• Carrier

• Premium

• Effective Date

No more jumping between tabs or tools—all updates happen inside Agent CRM.

• Sync Custom Fields & Pipeline Stages Automatically

When you submit the form, Agent CRM instantly:

• Updates Custom Fields with the new policy data

• Moves the contact to the next Disposition or Pipeline Stage

This keeps your CRM up to date without any manual sorting.

• Trigger Automations Instantly

As soon as a policy is marked sold, you can:

• Launch onboarding workflows

• Start cross-sell or referral campaigns

• Set future renewal reminders

The right message goes out at the right time—automatically.

• Clean Up Tags & Sequences

Tired of leads sitting in outdated nurture campaigns?
The Policy Update Form can:

• Remove unneeded tags

• End nurture workflows

• Prevent double messaging or confusion

✅ Your CRM stays clean, current, and clutter-free.

🔧 How It Works: Step-by-Step

1️⃣ Find Your Form

Go to Sites > Forms Builder
Look for a form titled something like:
“Medicare Policy Form” or “Annuity Policy Form” (varies by your bundle)

2️⃣ Connect It to Your Calendar

Go to Account Customizer > Calendar Tab, and paste the form link under the relevant product.

This ensures every form submission is routed correctly.

3️⃣ Update Policies from Any Contact

From the Contact Record, open the Disposition dropdown
Select your policy update form, fill in the fields, and submit.

4️⃣ Watch Your CRM Work for You

After submission, Agent CRM will:

• Update custom fields

• Trigger automations

• Sync pipeline stages

• Remove old tags
  —all without you lifting another finger.

🎥 Want to See It In Action?

Watch the full walkthrough in your Activator > Phase 2
👉 Look for the video: “Tracking Policy Sales”
You’ll also find it in the Branning Library for on-demand access.

✨ Pro Tip:

Every time you mark a policy as sold using this form, you’re doing more than just logging a sale—you’re activating your entire post-sale strategy (referrals, renewals, cross-sells) automatically.

Ready to simplify your policy tracking and supercharge your automation?

👉 Start your 14-day free trial and put the Policy Update Form to work in your business today.