Welcome to The Missing Lync Training Center

Hey there! Welcome to your very own fortress of knowledge - the Missing Lync Training Center for Life Insurance Agents

Here, we don't just talk the talk: we walk the walk-throughs. Get ready to streamline your business and leave your competition in the dust.

Richie Richeson

Frequently Asked Questions

What if I run into an issue with the CRM and need help?

Click on the Support Ticket link located in the left side menu. Fill out the form and help will come.

How do I automatically send missed payment emails/sms to a client?

Add the tag 'missed payment' in the Tags box located in the Contact window. This will cause the Missed Payment Workflow to start.

How do I automatically send emails/sms to a client who's policy hasn't issued for some reason?

Add the tag 'insufficient funds', 'card declined', or 'no account/unable to locate' in the Tags box located in the Contact window. This will cause the Insufficient Funds/Card Declined/No Account/Unable to Locate Workflow to start.

How do I make sure clients get Happy Birthday and Holiday emails?

Add the tag 'sold' in the Tags box located in the Contact window. This will cause the contact to be added to the Happy Birthday Email/SMS and Holiday Email Workflows.

I have an idea for a feature to the CRM, can it be added?

More than likely we can add it. Just fill out a Support Ticket and give us as much detail as you can. Maybe your idea can be useful to other agents.

Are there any extra charges for using the CRM?

Yes. You will be charged for how many emails and sms text you send. It breaks down like this.

SMS Messages: It cost $0.0079 per segment (1 segment = 160 characters). If you sent 100 sms text per day for 30 days that would equal 3,000 sms text for the month. It would cost you $23.70 for the month to send all those text messages. Receiving text messages works the same.

Email: It cost $0.675 to send 1,000 emails and $2.50 to validate all 1,000 emails (validating the emails helps with your delivery). Emails are validated only once. So in this example it would cost $2.57 to send and validate 1,000 emails.

Unless you have a sending and receiving an absolutely absurd amount of text and emails, your monthly charges should be less than $25 per month. You are charged for your usage so your charges could vary from month to month.

Outbound Calls cost $0.014 per minute and Inbound Calls cost $0.0085 per minute.