✅ Sold · You click one button
📒 Saved · Row in your book
📇 In your contacts · Google Contacts
💬 Welcome text · From your number
🔄 Watched daily · Carrier portals
🔔 Reminders · Payment, lapse, birthdays
📒
Saved the moment you click Sold
Name, phone, state, birth date, the carrier you sold, face amount and the premium you quoted go into a new row. A one-line call recap and next step go in Notes. No typing.
📇
Saved to your phone's contacts
The client is added to your Google Contacts with the sale date in the name, so they show up on any phone signed in to that Google account. Numbers on a contact you already have are never replaced.
💬
Welcome text from your own number
Android: pair Google Messages for Web once, and the welcome text goes out from your own number, then Call Assist checks it was sent. iPhone: Apple doesn't let a PC send texts, so you scan a QR code and the text is ready. Tap Send.
🔄
Every policy watched daily
Once a day Call Assist reads your book in the carrier portals you're signed in to (Americo, Mutual of Omaha, Transamerica, Corebridge). It adds in-force policies it finds, even ones written without Call Assist, and notes status changes. It only reads the portals, and your edits are never overwritten. Stages run from Submitted and Issued to In-force, Missed payment, Pending lapse and Canceled.
🔔
Missed payment and lapse texts
When a payment doesn't clear or a policy goes pending lapse, the client gets a text and an email once, on a weekday morning. In the last week before a known lapse date, one final notice goes out. If a policy lapses for nonpayment, a "what happened?" message goes out once. On a child's policy, the message goes to the parent who owns it.
🎂
Birthday and holiday texts
Issued and in-force clients get birthday, Thanksgiving, Christmas and New Year texts, once each. The Send history tab logs every text and email, so no client gets the same message twice, and a one-word search finds any client.
☀️
A daily summary for you
Each morning, after the automatic texts go out, you get a short summary: who got a welcome, missed payment, lapse, birthday or holiday text, what is held for your review, new or changed policies from the carrier check, and your re-write prospects. It is always on the Today button in Call Assist. It is emailed to you once Gmail sending is set up, and you can have it texted to your phone too. Clients show as first name and last initial. Turn it off in Agent settings.
♻️
Re-write prospects, flagged for you
When a policy lapses or is canceled, including ones the carrier check finds, Call Assist tags it Re-write prospect in the Notes column of your book. After the one-time lapse or cancel notice, those clients get no automatic texts or emails, so the next call is yours. See the count on the Today button or filter your Sheet by the tag. To clear one, change the tag to "Re-write prospect: cleared".
