Term · Whole · UL · IUL · VUL comparison, objection handlers, buyer profiles
View Cheat Sheet →Sales Reference
🏥
TriTerm Medical Plans
Golden Rule / UHC · Plan comparison, objection scripts, buyer profiles
View Cheat Sheet →Sales Reference
🛡️
SecureAdvantage
Freedom Life / USHealth Group · 3-Block system, add-ons, scripts
View Cheat Sheet →Sales Reference
⭐
PremierAdvantage
Freedom Life / USHealth · Fixed indemnity, Well-GIST rider, scripts
View Cheat Sheet →Sales Reference
🏢
Group Health Plans
Fully-Insured vs. Level-Funded vs. Self-Funded · Pros/cons, compliance, commission
View Cheat Sheet →Sales Reference
📈 Reports
📥 Inbox
⚙️ Settings
Users & Access
🔐 Security & Admin
Encrypt All Data at Rest
Force-encrypts every record in KV (leads, clients, employees, users, call log) using the current MIG_ENCRYPTION_KEY. Safe to run multiple times — already-encrypted data is left alone. Use this after setting the key secret for the first time, or after a key rotation.
My Profile
Used for click-to-call when "Forward to my cell" is selected below
Browser: calls ring in the CRM tab. Cell: Twilio calls your phone first, then connects to the lead.
Paste your personal Calendly scheduling link — it appears on your Home tab
My Pipeline Stages
Customize the stages leads go through in your pipeline. Drag to reorder, rename, or add new stages. "Won" and "Lost" are always last.
📝 Message Templates
💧 Drip Sequences
Change Password
📧 Gmail IntegrationChecking...
Connect your Gmail to send emails directly from the CRM with your real signature.
🔄 Round Robin Lead Assignment
Automatically distribute incoming Google Ads leads evenly across selected agents. When disabled, all leads go to Amanda.
Next Lead Goes To
Agents in rotation (click an agent's arrow to set them as next):
📞 Phone & SMS (Twilio)
Office number: (863) 270-9820 · Calls forward sequentially to each number below. Drag to reorder.
Records calls made from the CRM browser dialer. Florida is a two-party consent state — a beep plays when recording starts.
Add New Company
📋 Policy Info (optional)
$
Employer contribution % for employees
Employer contribution % for dependents
🤝 Referral Info (optional)
$
Add Employee
$
Defaults from company setting
$
Auto-calculated from ER%
$
Spouse / Dependents
$
$
$
Employer contribution % for this dependent
$
Monthly Commission
Dental & Vision Add-Ons
$
$
Status:
Add Individual / Family
$
$
🤝 Referral (optional)
$
Status:
👨👩👧 Dependents with Commission
Add New Lead
Add Referral Partner
New Sequence
Auto-assign to new leads:Only one sequence can be active at a time
Tasks
Import CSV
Upload any CSV file. You'll map columns in the next step.
Sending from your Moran Insurance office number (863) 270-9820
✏️ Edit RFP Submission
Reset Password
Setting a new temporary password for this user. They will be forced to change it on next login.
Add User
The user will sign in using their @moraninsurancegroup.com Google account. No password needed — Google 2FA applies automatically. Agents see only their assigned leads; Owners see everything.
Build Quote
50%Updates all payroll calculations live
Quote Info
Plans
Employees
Payroll
Summary
Company name
Effective date
No. of employees
Add-on benefits
$–$/person/mo
$/person/mo
Add-ons appear as reference line items on the PDF. Not required.
Employee roster
Enter base rate per plan, add spouse/dependents, set family contribution %
Payroll deductions reflect 50% employer contribution. Move the slider above to update instantly.
🏢 New Company + Quote
🏢 Company Info
📋 Plans (up to 3)
👷 Employees
💰 Financial Reconciliation
Employer Contribution %
ER% for dental & vision add-ons
Dental & Vision Add-Ons (default per employee/month)
Default rates — employee-level overrides (set in employee record) take priority.
$
$
Spouse & Dependents
$
$
$
Leave blank to use main effective date
📋 True Group Proposal
📊
Upload Revenue Proposal Excel
Drag & drop or click to browse (.xls, .xlsx, .xlsm)