Difficulty: Beginner

Purpose: Follow this step-by-step guide to set up your Agent CRM account.

TABLE OF CONTENTS

• What is Agent CRM?
• Agent CRM Set-up Checklist
  • Step 1: Set Up Your Business Account Settings
  • Step 2: Connect Your Email Inbox to Kizen
  • Step 3: Upload and Manage Your Contacts
  • Step 4: Connect Your RingCentral Account (Optional)
  • Step 5: Streamline Your Workflow With Automations and Activities
  • Step 6: Build Your Email Templates, Forms, and Surveys
• Verify Your Setup
• What's Next?
• Need Help?

What is Agent CRM?

Kizen Agent CRM provides a powerful, AI-enhanced, and HIPAA-compliant CRM purpose-built for insurance agents so that you can focus on your clients and close deals faster. With Agent CRM, you can manage all of your contacts, send and track your incoming and outgoing emails, use Automations to streamline your workflow, and use our integrations to bring all of your platforms into one place.

Agent CRM Set-up Checklist

Step 1: Set Up Your Business Account Settings

When you log into your Agent CRM account for the first time, it's important to fill out your business information. This is where you can customize your Agent CRM branding, add your contact information, and fill out necessary fields for your email integration.

1. Add your business information.
   
   
2. Add your business logo.

⚠️ Attention: Federal law requires a valid physical postal address to be included on all commercial emails. Emails sent from Kizen will automatically include the "Business Address" listed in your settings, as well as the option to opt out of future marketing emails, at the bottom of your emails. Learn more about CAN-SPAM Act requirements here.

Step 2: Connect Your Email Inbox to Kizen

Once you integrate your Gmail or Outlook inbox to your Agent CRM, you can send outgoing emails to (and receive incoming emails from) your clients, keep a log of all your client interactions, and schedule email outreach, all from one place.

1. Connect your email account.
   
   
2. Add an email signature — this is the signature that will appear at the bottom of emails that you send directly from a Contact record.
   
   

Step 3: Upload and Manage Your Contacts

Now that you've set up your account, it's time to set up and import your data! Make sure to review the Contacts object, get familiar with the existing fields that come with the Agent CRM template, and add new fields for any data that you need to track, but may be missing from the template.

1. Click on "Data" > "Contacts" in the top menu and click on the Settings icon in the upper right.
   
   
2. Click on "Customize Fields" and review the Contacts object fields.
   
   
3. Add custom fields for any additional data you want to track.
   
   
4. Create dummy emails for Contacts who are missing email addresses in Excel.
   
   
5. Upload your Contacts from Excel into Agent CRM.
   
   
6. Create Contact Groups.

⚠️ Note: In the Agent CRM, each Contact must have their own email address; no two Contacts can share the same email address. This is the only way to prevent duplicate Contacts in your CRM and to prevent multiple Contacts with the same email address from overwriting each other when uploading from a CSV file. 

Step 4: Connect Your RingCentral Account (Optional)

Now that you have your Contacts in your CRM, you can integrate your RingCentral account to keep track of your clients' phone calls. You can make outgoing and receive incoming calls, automatically link call logs to your Contact records, and store those call recordings.

1. Set up your RingCentral Integration.

Note: You must have an existing RingCentral account to use this product feature.

Step 5: Streamline Your Workflow With Automations and Activities

Kizen's Agent CRM comes with powerful pre-built Automations and activities that can help your clients stay top of mind through automated marketing, reminders, and updates, as well as centralized tracking of client interactions and scheduled tasks.

1. Review the pre-built Agent CRM Automations.
   
   
2. Create your own Automations.
   
   
3. Review the pre-built Agent CRM Activities.
   
   
4. Create your own Activities.
   
   

Step 6: Build Your Email Templates, Forms, and Surveys

Now that your account is set up, you can start sending emails, forms, and surveys out to your Contacts! You can click on "Platform" in the top menu and find Broadcasts (for email blasts), Forms, Surveys, etc. and you can click on "Platform" > "Library" to find existing and create new email templates.

1. Create your own custom Email Templates.
   
   
2. Schedule emails from the Broadcast Calendar.
   
   
3. Review the pre-built Agent CRM Forms & Surveys.
   
   
4. Create your own custom Form.
   
   
5. Create your own custom Survey.

Verify Your Setup

To confirm everything is working correctly:

1. ✅  Add yourself as a "test" Contact, ideally using a different email address from your Integrated Inbox email account and a different phone number from your RingCentral number.
   
   
2. ✅  Trigger the automations to send yourself the pre-built emails and/or your custom emails. The emails should appear in your Contact's Timeline as well as your Contact's "Messages" tab.
   
   
   
   
3. ✅  Make an outgoing call from the "test" Contact record in your CRM to test out the RingCentral integration. The call log should appear in your Contact's Timeline.