Campaign pages, event pages, a newsletter page and your own agent page. Pick a layout, pick colors, write a headline. Every sign-up lands in your CRM with the page on it.
Producers build their own campaign, event and agent pages. You can lock the colors to the agency look, and every lead routes to whoever should work it.
Layout decides the structure and the type. Colors are picked separately, so you can change the palette in October without rebuilding the page you made in May.
Campaign, event, agent page or newsletter.
AEP, Turning 65, a health fair, a medicine review. The kind fills in the sections.
Holding it with a pharmacy, church or employer? Their name goes on the page.
A layout and a palette, or your saved default.
Headline and a line or two. Sections can be reordered or turned off.
Your own address at crm.leanbrokers.com/agent/your-name. It shows your licenses, the areas and languages you serve, your office hours, and a way for people to ask you to call. Put it in your email signature and on your cards.
Each producer gets their own address with their licenses, languages and office hours. Use the Agency team kind to show the agency beside them, and every “call me” request lands in your system with the page on it.
A link and QR for a mailer, a text or an email run.
Sign-ups at a table, with tablet mode and a printable sign.
Your own page, linked from your profile and your email signature. More about it
One monthly run. Every past issue stays on the page.