Keep your prospects together with the contact information and details you need to continue the conversation.
Agent Terminal · Tutorial 03
Leads & Customers
Keep every prospect and customer organized in one place, with the details and context you need to keep the relationship moving.
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Keep every relationship organized
Open a Lead Profile to see the information, notes, and activity connected to that relationship.
Keep customers organized after they buy so the relationship does not end when the policy is written.
Agent Terminal will keep expanding the ways agents can organize relationships, work opportunities, and stay connected with customers.