Agent CRM: "Contacts" Object Overview

Difficulty: Beginner

Purpose: Learn about the Agent CRM Contacts object and the most critical fields for your insurance agent needs.

TABLE OF CONTENTS

What Is the Agent CRM "Contacts" Object?
What Are Some of the "Contacts" Fields?
What's Next?
Need Help?

What Is the Agent CRM "Contacts" Object?

Kizen's Agent CRM Contacts object is where you can manage your active clients, prospects, and leads! We customized the Contacts fields to work specifically for your insurance agent needs, from keeping track of crucial contact information to fully integrating with 3rd party platforms like Gmail, Outlook, Connecture, SunFire, RingCentral, and more.

What Are Some of the "Contacts" Fields?

There are 80+ fields that come with the Agent CRM product with basic contact information fields like name, email address, phone number, etc., as well as Medicare-specific fields. See below for some more details on required fields for the Agent CRM workflow, as well as important things to consider for some of the optional fields.

You can find all of the Contacts fields (and how they are categorized) in your Object Settings > Customize Fields:

⚠️ Warning: It's crucial that you do not change the field API name for any of the Agent CRM default fields, as this can potentially break integration configurations.

Category: Contact Info

Field Name	Field API Name	Field Type	Field Options	Notes
First Name	first_name	text
Last Name	last_name	text
Email	email	email		The Email field is the unique identifier for Contacts. No two Contacts can have the same Email address. Email addresses are necessary to prevent duplicate records.
Birthday	birthday	date
Gender*	gender	dropdown	Male, Female, Unknown/Other	When importing your Contacts, Gender must be formatted as "Male", "Female", or "Unknown/Other" — not "M", "F", etc. in your csv file.
Medicare Number*	medicare_number	text		The Medicare number is required in order to sync with an existing contact record in SunFire or Connecture — otherwise, the integration may create a duplicate record.
Street Address*	street_address_1	text		Street Address* is used for the house number and street name. This is a required field for the Connecture integration if you do not have a Medicare number and are creating a new enrollment.
Street Address 2	street_address_2	text		Street Address 2 is used for the apartment, suite, or unit number.
City	city	text		This is a required field for the Connecture integration if you do not have a Medicare number and are creating a new enrollment.
County*	county	dynamictags		This is a required field for the Connecture integration if you do not have a Medicare number and are creating a new enrollment.
State*	state	dropdown	AK, AL, AR, AS, AZ, CO ... etc.	When importing your Contacts, the State must be formatted as two-letter state abbreviations in your csv file. (This is a required field for the Connecture integration if you do not have a Medicare number and are creating a new enrollment.)
Zipcode*	zipcode	text		This is a required field for the Connecture integration if you do not have a Medicare number and are creating a new enrollment.
Fips*	fips	text		Fips is a numerical classification of counties often used by enrollment platforms. This is a completely optional field.
Primary Agent	primary_agent	team_selector		The Primary Agent field is used to assign a contact to a specific agent, who must be an existing user in your account. When importing your Contacts, the Primary Agent must be formatted as their user email address in your csv file.
Related Call Records	related_call_records	relationship		The Related Call Records field is used in the RingCentral integration to automatically create and link call logs with your contacts to your CRM.

Category: Additional Data

When importing your Contacts, the Spouse, Children, Beneficiaries, Referral From, Siblings, Parents, Beneficiary Of, and Referred Clients fields must be formatted as email addresses (not names) in your csv file. This is the only way we can automatically connect related Contacts.

Field Name	Field API Name	Field Type	Field Options	Notes
Spouse	spouse_of_prmary	relationship		The Spouse field is meant to connect two Contact records. As noted above, when importing your Contacts, the Spouse field must be formatted as an email address in your csv file. For more information, check out this guide on How to Manage Contacts without Emails.

Category: Integration Data

The Relationship fields in the Integration Data category (Pharmacies, Providers, Drugs, Enrollments, etc.) are designed to sync from Connecture or SunFire once a new enrollment is completed. To ensure the accuracy of your data, these fields cannot be edited manually.

What's Next?

Now that you have an understanding of some of the Agent CRM Contacts fields, you can:

Need Help?

If you encounter any issues or have additional questions about Contacts fields, reach out to support@kizen.com.