Client Management

Your Client List

Client Profile Pages

Adding Client Notes

Setting Client Reminders

Client Engagement Tracking

Anniversary and Milestone Prep

Client Data Visibility

Exporting Client Data

Client Lifecycle Stages

Connected vs Seated: Choosing the Right Relationship

Import Contacts via CSV

Running a Policy Review Meeting

Managing Seat Assignments

Tracking Client Loan Repayment

Unified Timeline

Client Tags and Organization

Smart Paste

Multi-Policy Client Management

Follow-ups

Today Queue (Morning Huddle)

Book of Business

Calendar and iCal Feed

Bulk Seat Invite

Export Contacts to CSV

Primary Advisor Ownership

Use My book, Agency book, advisor, and Unassigned filters in a shared practice

Using the Pre-Call Blueprint

Send a reusable client intake link and review the resulting Blueprint

Requesting a Debt List Before a Call

Send a prospect a link to list what they owe, and review it as a Debt Sequencer scenario

Building Our Financial Doctrine

Turn a household's Blueprint into a document in their own voice, and email it to them as a PDF

Preload Policies for a Prospect

Stage a prospect's policies before they join Policy Stack