This guide walks through the basic setup steps for a new Agent Book CRM workspace.

1. Review your agency profile #

Start by reviewing your agency information, including your business name, contact information, and workspace settings.

2. Add users #

Invite team members who need access to the CRM. Each user should have their own login.

3. Configure users and permissions #

Use user roles and permissions to control what each team member can access.

4. Set up carriers #

Add or select the carriers your agency works with. Carriers are used when creating policies and opportunities.

5. Review coverage types #

Coverage types help organize policies and opportunities, such as MAPD, PDP, Medicare Supplement, Life, Dental, and Individual Health.

6. Set up email #

Connect your email settings so you can send messages from inside the CRM.

7. Create templates #

Email templates help you send common messages faster and keep your communication consistent.

8. Add your first records #

After setup, begin adding leads, clients, policies, opportunities, tasks, and documents.

Need help? #

Use the Support page inside Agent Book CRM to submit a support request.