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👥 Client Tools

Client & Prospect Sessions

Everything you need to serve clients and work prospects — intake forms, policy review tools, call resources, and outreach templates.

Client Tools
Serving your clients and prospects
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Client Intake
Capture all new client information in one place. Auto-generates a client record in your tracking sheet.
📋 Open Client Intake Form📁 Client Records Sheet
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Policy Review System
Walk a client through their existing policy on a live call. Connects to Autocrat for automatic PDF generation.
🔍 Policy Review Form🗂️ 6-Step Call Process Card📦 Agent Sharing Packet
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Prospect Call Tools
Scripts, quick reference cards, and call guides specifically for working new prospects from first contact to close.
📞 Prospect Call Script⚡ Quick Reference Sheet🎯 NEPQ Opener Handout
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Client Outreach & Follow-Up
Branded postcards, GHL merge-tag letters, and outreach templates for annual policy reviews and follow-up campaigns.
📬 30-Day Outreach Letter📬 90-Day Outreach Letter📮 GHL Merge-Tag Templates
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Policy Summary Documents
Branded carrier policy summaries to review with clients on a call — one per carrier, ready to use.
📋 Go to Carrier Summaries
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Client Retention Tracking
Track policy persistency, follow-up schedules, and client status to protect your book of business.
📊 Retention Tracker📅 Follow-Up Calendar

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