Welcome to Step 1: Agent CRM Activation

Welcome to Agent

CRM Activation

Hi Brandon, your system is now active. If you've already set up your password via our welcome email, you're all set for the next steps. If not, click here to set or reset your password.

We've set up your agent profile based on the information provided when your account was requested. Please review your agent and agency information below.

Please take a moment to review your agent and agency information below.

If any details are incorrect or need updating, you can make changes at any time using the

"Profile Customization Form" below.


Once you’ve finished updating your CRM profile, select "Ready to Finalize and Submit 🚀" to proceed and submit your updated information.

Agent Information:

Current Agent Image:

Name: Brandon Stewart

Mobile: (954) 881-4001

Email: [email protected]

Professional Title: Licensed Insurance Agent

Agency Information:

Agency Logo:

Agency Name: Aspire

Address: 34 E Sunny Slope Circle, The Woodlands, TX 77381

Website: www.teamfym.com

Main Phone: (954) 881-4001

Update Your Profile Information

Choose an option below to add or update your CRM marketing system.

Once you’ve finished updating your CRM profile, select "Ready to Finalize and Submit 🚀" to proceed and submit your updated information.

Add/Update Agents Contact Information

Add Your Professional Business Picture Options

To upload an image, take a picture with your phone or upload a professional photo above.

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Add Agents Mission Statement

Current: I am a passionate individual dedicated to serving and helping individuals and families find the right insurance coverage that meets their unique needs!

Copy & Paste Sample: I am a passionate individual dedicated to serving and helping individuals and families find the right insurance coverage that meets their unique needs!

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Update Your Agency Info & Logo Below

Add Agency/Business Logo

Text

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Instructions for Customizing Your Digital Business Card and Sales Funnel pages in your CRM

Here you can customize the colors for your Digital Business Card and Sales Funnel pages to match your personal or agency branding. Follow these simple steps:

  1. Open Color-Hex in a new tab: Use this tool to select your preferred colors for the background, buttons, text, and borders.

  2. Copy the HEX codes: Once you’ve chosen your colors, copy the corresponding HEX codes (e.g., #FF5733).

  3. Paste the HEX codes: Return to this form and paste the HEX codes into the appropriate fields below.

Customization Fields

Choose your background color. Current: #FFFFFF
Choose your button color. Current: #0E233E
Choose your button text color. Current: #FFFFFF
Choose your border color. Current: #BCCFCC

After submitting your selections, you’ll be redirected to your agent profile where you can see how your Digital Business Card and Sales Funnel pages look. If you’re not happy with the result, or if you want to update your colors at any time, you can return to this page to make changes.

Ready to Finalize and Submit 🚀

You’re almost done! After you click "Submit," your updates will be processed and applied to your profile. Please note that it may take a minute for the changes to appear.

Once submitted, refresh your browser to see the updates reflected in your profile and across all your marketing templates. If you need to make any additional changes, you can revisit this page at any time.

When you’re ready, click "Submit" to finalize your updates.

NEXT

CRM Information

CRM Funnel Links

Agent Booking Link: Click To Open

Start Your Agent Activation... Access Our Training Hub

Ready to complete your Agent Activation Process or continue where you left off?

Click the button below to access your Agent Training Hub , where you’ll find everything you need to get started, including setup instructions and additional resources as we add new trainings.

Step 1: Connect and set up your calendar to begin booking client appointments. This step is crucial for managing your availability and syncing your calendars.

Contact Tech Support

Tech Support Hours:.

Monday - Friday | 9 am to 5 pm,

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