Every agent knows the first real conversation with a new lead can go sideways. You ask the same questions. The lead can't remember their doctor's name. Someone forgets their prescriptions. ...
Forms & Surveys
34 Articles
Say goodbye to plain and boring confirmation screens. The new Submit Message Editor brings an entirely upgraded experience to the post-submission moment in your Forms, Surveys, and Quizzes — giving ...
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can be a time-consuming mess—especially if you’re updating multiple fields, triggering automations, and cleaning up outdated tags by hand.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 ...
Managing documents and contracts in Agent CRM just got a major efficiency boost! Gone are the days of redoing entire files just because you forgot to add a page. With ...
Capturing accurate contact information is critical for insurance agents. Whether you’re collecting leads from a landing page or onboarding a new client, you need a seamless way to gather and ...
Bryce Blackham asked us, "Do you know if it’s possible to have a form that I can send to people and collect their signature that will store as a pdf ...
In this tutorial, we'll show you how to use the signature custom field and how it can be used in forms or surveys. Step 1: Adding the Signature Custom ...
Damon Jimenez asked us, "How secure are our forms that we send to clients for personal info. Are they encrypted?: "Yes, they’re encrypted by SSL, the standard (very safe) level ...