THE SYNCTRIX FIELD GUIDE
A little guidance.A smoother start.
Practical starting points for agents and agency leaders. Open a guide, follow the steps and get back to your work.
Start here.
These guides explain the workflow. Availability depends on your account setup and connected services.
Your first day in SyncTrix
Sign in with your own account. Review your profile and time zone. Connect approved services. Start in Today and open one follow-up. Confirm your calling setup with your agency before contacting clients.
A better client record
Check contact details and ownership. Review visible plan history and both application and effective dates. Record permission for the specific channel and purpose. Keep medical details inside the secure platform, not a website inquiry.
Before your first browser call
Confirm your assigned line and working hours. Allow microphone access in your browser. Make an agreed internal test, check audio in both directions and finish the call. Review the recording and outcome in Calls.
Prepare a campaign
Choose an occasion and one channel. Select the audience and review exclusions. Confirm the message, sender and timing. Test before activation. A call campaign creates a list; it does not start dialing by itself.
Read your Sales report
Choose a reporting period. Submitted applications are counted by application date. Open a carrier to review the matching records. Statement upload is separate from validated commission processing.
Bring your team on board
Review each agent’s profile and access. Set individual lines, transfer destinations and hours. Connect the accounts the agent is allowed to use. Make an internal test before starting client outreach.
SEE WHAT A CLEARER DAY LOOKS LIKE
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