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🎯 Goal Tracker
AgentProPlatform
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Today's Memo
v3.25
Local
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Policies
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Customers
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Written Premium
Quick Wins
Master Roster
Actions
Partners & Referrals
Review Imported To-Dos
Edit To-Do
This person is invited only when you finish saving the calendar event.
This changes the AgentPro to-do only. It does not change a calendar event you previously created.
Review Calendar Import
Edit Calendar Event
AgentPro will also alert you when the event starts.
This updates AgentPro. Export the updated event afterward if Outlook also needs the change.
This calendar is read-only in AgentPro. Make changes in its source calendar, or use a connected writable Google calendar.
Personal Calendar Sync
Choose calendars to show in AgentPro and one writable calendar for new AgentPro appointments. Company calendars can remain manual ICS imports.
Review Calendar Duplicates
Smart Match compares event names, dates, and overlapping times. “Show Once” only changes AgentPro—it never deletes the source calendar event.
Reminder
Add Contact
+ Add new lead source
Use this only when the customer gives you a preferred time, such as lunch or after work.
Add Referrer Info
Lead saved. referred this lead.
Add their info now so AgentPro can track referrals and send thank-yous. Skip and come back later anytime.
Add Referral Partner
Review Historical Referrals
Preview only until you press Apply. Choose an existing partner, create a new partner, or skip each name.
Lead Source Performance
Ranked by policies bound, then closing percentage. Figures are all-time so you can see which marketing avenues produce sales.
Set Appointment
AgentPro will also alert you when the appointment starts.
Notes —
Touch History
Move Contact
Move to:
Map Import Columns
Match each column from your file to the correct field:
Campaign Setup (optional)
Review this one message once. Names are inserted during mail merge; campaign recipients stay out of your daily Email queue.
Schedule Import — Spread Contacts Over Days
Contacts scheduled for future dates won't appear in your call tile until that day. Leave Start Date blank to import all for today.
Preview: first data row shown above as column headers
Send Individual Email
Log —
(optional)
Currently Scheduled
This keeps the person in their normal cadence, but places them at the appropriate time in the call queue.
Payment Taken on This Call
Review Email Before Marking Sent
Batch Email Workspace — 0 Due
Use your company-approved AI to personalize the drafts. The large prompt stays hidden.
Then review, edit, dictate, and approve below.
Review emails
Campaigns
Campaign Outbox: campaign recipients and drafts live here—not in your daily Email Workspace. Export the campaign, send the mail merge, then confirm it sent so totals and analytics update.
Edit Campaign
Saving updates this campaign and every currently queued, unsent draft. Previously sent emails, replies, and analytics history are never rewritten.
Campaign Details
Cross-Sell Campaign
Matches (0) — DNC contacts are never included. Uncheck anyone you don't want in this run.
Bounced Emails
Did any of yesterday's emails bounce? Only report the exceptions. Everything else will be treated as successfully delivered.
Select Bounced Emails —
Check only the emails that bounced. Every unselected email will be cleared automatically.
Paste bounce notices or upload your spreadsheet
AI Reply Packet — Copied!
Paste this into your AI tool (ChatGPT, Claude, etc.):
Team Settings
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Invite Team Member
Unassigned Work
Only agency leadership can browse this pool.
Internal Notifications
No internal notifications.
Internal Note
Agent Settings
These values personalize reusable templates, AVA prompts, PDFs, and customer-facing language for this account.
Add a link in Photo URL above and it shows here.
Leave the business name blank to use Agency Name. Your name, phone, photo and these choices appear on the customer form (Settings > Self-Intake). Your corporation name is never shown unless you type it.
Use your location or search any city/ZIP code.
Used in campaign mail merges. Leave blank if Outlook already inserts your preferred signature.
Checking mailbox connection...
When on: no sign-in, no cloud sync, no calendar/mailbox connections — this device never contacts AgentPro's cloud at all. Date of Birth and Address fields are hidden on new contacts, and list/mail-merge exports and campaign/batch email are disabled. Save Session (a local file on this computer) still works. This setting is stored on this device only.
Cancel Subscription
Cancellation does not delete your AgentPro data. Stripe will show the exact date your access and billing end before you confirm. Your dashboard data is retained for reactivation; export it before access ends if you need an offline copy. Permanent account and data deletion is a separate request.
Split Contact
Original: — separate into 2 individual contacts.
Person 1 (keeps original record)
Person 2 (new record)
Add Calendar Item
Timed blocks also alert again when they begin.
Merge Contacts
Data Quality Center
Review possible duplicates before merging. Nothing is combined automatically. Contacts with unusable channels remain in manually selected queues.
Possible duplicates 0
Missing or unusable contact information 0
Bound Policy -
Reassign Quote
Search for the contact you want to move this quote to:
Quote Details —
Life Quote Details
Quote notes and additional carrier details remain available below.
Shown in the professional customer email summary. Leave blank when the carrier has not provided it.
Uses your approved company or personal AI. AgentPro does not call or pay for an AI API.
Only use an AI system approved by your agency or carrier. Upload the quote PDF directly to that AI; AgentPro never receives the document.
Correct extracted details
Manual quote table and standard Quote Ready email
Archived Quotes
Reply —
Quote Outcome -
Email Activity —
Client Intake —
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Live Preview
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Application
Payment Details
Stage
With an alternative carrier: drafts a replacement-carrier email. Without one: drafts a "not eligible at this time" email instead. Either way, nothing is ever sent automatically.
Saving logs this note on the application and drafts an editable email to the customer explaining what's needed — nothing sends automatically. The application returns to its current stage; this doesn't close it.
Stage Email
History
Start New Application
Payment Details
Written Premium — All Bound Policies
Pipeline — Active Quotes
Analytics Detail
Add Comparison Option
Enter the Life comparison directly. No JSON or document upload is required.
Copy the prompt, attach the comparison quote PDF to your approved AI, and paste its JSON response below.