Section 1: CRM Setup & Agent Onboarding

✅ Step 1 – CRM Request & Internal Setup

Agents start the process by submitting a CRM request using the secure activation link:🔗 https://yourcrmhelp.com/activate_your_crm

Behind the scenes, our internal team creates a custom-branded CRM for the agent or agency — including personalized colors, logos, and settings.

We can create up to 50 fully branded systems per minute, if uploading agents in bulk and each setup is:

- Assigned a unique ticket # for tracking and notifications

- Connected to the agent’s custom phone number

- Submitted for A2P texting compliance

- Tested for full functionality

Once verified completion by the internal team, the agent's status is marked Done/Complete, and the system automatically triggers the next phase:

Sending the agent their welcome text and email with their unique CRM profile setup link.

Agent Onboarding Text & Email

Hi {{contact.first_name}},

Welcome to your FYM CRM system — you're just a few steps away from activating your automated marketing campaigns and Sunfire client integration.

Before we can connect your Sunfire enrollments or launch your campaigns (including Medicare Enrollment Follow-Ups, Birthday & Holiday Messaging), you must complete the 4 onboarding steps below:

✅ Your Onboarding Progress:

👤 1. Agent Profile Image
Status: {{contact.agent_onboarding__profile_image_status}}
📋 2. Profile Details + About Me Statement
Status: {{contact.agent_onboarding__profile_profile_status}}
📅 3. CRM Calendar Setup
Status: {{contact.agent_onboarding__calendar_setup_status}}
📱 4. Mobile Phone Optimization + CRM App
Status: {{contact.agent_onboarding__mobile_phone_optimization_status}}

Click the image or button below to begin verifying or updating your information. You’ll need to enter your email and submit each step to mark it complete — even if no changes are needed.

👤 Agent Profile Image:

Current Image:

1️⃣ Get Started Now

Your Login Details:

URL: crm.teamfym.com
Username: {{contact.email}}

💬 Stay Connected

Join our Team FYM Slack Channel to connect with our support team and receive launch updates:

👉 Click here to join

📱 Download the CRM App:

We’re thrilled to have you on board and are here to support you every step of the way as you complete your onboarding and make the most of your new CRM!

Best regards,
FYM-CRM Team

Support Email: [email protected]

This email and any attachments may contain confidential and privileged information intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error, please notify the sender immediately and delete this email from your system. Any unauthorized use or disclosure of this email is strictly prohibited.

✅ Step 2 – Agent CRM Profile Onboarding Completion Steps

Upload Profile Image

This photo is used on all marketing and CRM materials.

Confirm Profile & Agency Details

Update your personal and agency contact info, About Me, and license data.

Connect CRM Calendar

Sync your booking link so clients can instantly schedule time with you.

Optimize Mobile Device

Save your new CRM number, download the mobile app, and install your shareable digital business card.

Agents who do not complete all 4 steps will receive automated reminders via email and SMS.

Open Sample Agent Profile

Open Sample Booking Page

Agent Onboarding Steps Tracked

Once the agent has completed all 4 steps our team is notified and will move to the final step in CRM activation 🔗 Section 3: Sunfire Connection Activation

🔄 Sunfire Connection Turns On
After completing onboarding, the agent’s Sunfire integration is activated. This syncs all new and existing enrollments into the CRM — including client details, plan info, and enrollment dates — automatically within minutes of each application.

Automated Campaigns Based on Client Status & Sold Medicare Effective Dates

Please Complete the Form Below to Activate an Agency or Custom Agent Branded CRM

If Effective Date Passed

Current Year - Pre AEP

- Activates Database Activator

- Active Client Birthday and Holiday Campaign

- AEP Booking Blitz

Hi {{contact.first_name}},

It’s Chris Banner, your insurance agent from Banner Financial Alliance. I’m reaching out to make sure you have my latest contact information — and a new way to easily schedule appointments whenever you need assistance.

📌 My Updated Contact Details:

📞 New-Client Direct #: 561-999-0087
📱 Mobile: (203) 528-1214
📧 Email: [email protected]

💳 My Digital Business Card:

👉 Click here to open my Digital Business Card

✅ Next Steps:

Tap the button below (or the link above) from your mobile phone.
Click “Add Me to Contacts” to update my info in your phone.
Reply with a quick YES or a 👍 to confirm!

📲 Click to Update My Contact Info

❓ Have questions about your Medicare, Life Insurance, or any other coverage? I’m here to help — just reply to this email or give me a call.

Looking forward to staying connected!

Best regards,
Chris Banner
Banner Financial Alliance
📞 561-999-0087

P.S. If you didn’t receive my text message and would like to get important notifications about your coverage, please reply with your best mobile number so I can update my records. Thank you!

If Effective Date Has Not

Passed Current Year

- 30 Day Medicare Retention

- Active Client Birthday and Holiday Campaign

- AEP Booking Blitz

Hi {{contact.first_name}},

It's , your licensed agent from . I helped you with your .

I wanted to personally thank you again for allowing me to assist with your coverage. Below, you’ll find your plan details for reference:

🔹 Insurance Company:
🔹 Plan Name:
🔹 Type: MAPD
🔹 Effective Date:

Next, I want to make sure we stay connected and that you have my contact info saved in your phone — so when I call or text, you’ll recognize me on your caller ID.

📲 Click the button below (or the link I sent via text) to open my Digital Business Card on your mobile phone.

🔹 Once opened, tap "Add Me to Contacts" to save or update my info — this way, you'll always know it's me when I call or text.

From this link, you can also: