Welcome to the Smart Agency Tool Box, your streamlined tool for quick one-off policy communications and automated SmartFlows follow-ups. This tabbed system is designed to save time, reduce manual follow-ups, and enhance client engagement with minimal effort

Smart Agency Toolbox

Change "Send To"
Change Communication Preference
Email Opt-In Invitation
SMS Opt-In Invitation
From
To
** whatever you type in the SMS Message field will get sent as the SMS. There are no merge fields **
SMS - Send Google Review Request
Email - Send Google Review Request
Renewal Communication Triggers
Text vCard
Text message will be sent from Main Agency Number.
SMS - Send Calendar Invite Link
Text message will be sent from Main Agency Number.
Email - Send Calendar Invite Link
Google Drive Folders
EZlynx Integration
Create Contact in:
Stops Automations
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Admin Use Only

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Internal Use
New To Medicare
Brand New to Medicare – just turing 65 or just enrolling in Medicare for the first time.
Resend Medicare Review Instructions Emails
You may also send these emails to clients who already have Medicare with a different agent and want us to review their options.
Send Scope of Appointment Email link
Send this email prior to scheduling a meeting. Medicare requires us to have a SCOPE of Appointment on file before we can discuss any plan information with a Medicare Beneficiary
MM slash DD slash YYYY
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Admin Use Only

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This field is hidden when viewing the form
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Internal Use