Welcome back, Agent!
Agent Dashboard
Settings
Personalize this workspace without changing contact data.
More workspace preferences will be added here as the pilot grows.
Permanently remove every saved contact and Resource Group from this account. Your preferred name and appearance will remain.
Quick Script Desk
Choose a product and situation. Your preloaded script appears immediately.
Use only for permitted contact. Follow current CMS, carrier, agency, consent, and Do Not Call requirements before discussing plan-specific benefits.
Training Appointments
Keep insurance seminars, webinars, and continuing education together, then send each event to Yahoo Calendar.
Yahoo opens in a separate tab. Agent Rise stores no Yahoo password or account access.
Remove from This Import?
This removes the contact only from this import session. It does not remove the contact from your phone.
Import Contacts — CSV or vCard
Preview and select contacts before placing them in the Contact Review Pool. Nothing enters sales follow-up automatically.