Agent CRM Profile Onboarding Completion Steps
To complete your CRM onboarding, click each of the steps below to review and confirm or update the required information:
1️⃣ Profile Image
2️⃣ Profile Details
3️⃣ CRM Calendar Setup
4️⃣ Mobile Phone Optimization & App Access
Each button shows the current status of that step. Once you verify or update your info, enter your email and submit the form to mark the step as complete.
Your Sunfire connection syncs all of your past enrollments and new enrollments going forward directly into your CRM—including plan and enrollment details. This connection powers your automated Medicare Enrollment Follow-Up and Client Retention Campaigns.
🚫 We cannot activate this connection until each onboarding step is completed, verified, and submitted.
Review your profile image below, this image will show on all your CRM's marketing tools and webpages.
If you need to update your image:
Use the upload field below to add a new image.
If the image is correct:
No upload is needed.
Enter your email, then click ✔️ Submit & Complete Step to finalize this step and confirm your setup is complete.
⚠️ This step only needs to be completed once for onboarding. You can update your image anytime in the future.
Review your CRM profile details below, if anything needs to be updated, use the matching fields in each section to make your changes.
Name: Jason George
Title: Licensed Insurance Agent
Mobile: (614) 352-8588
Email: [email protected]
Name: Aspire
Address: 34 E Sunny Slope Circle, The Woodlands, TX, 77381
Phone: (614) 352-8588
Use the fields below to update your profile.
*This appears on your Digital Business Card and booking page.
Current: I am a passionate individual dedicated to serving and helping individuals and families find the right insurance coverage that meets their unique needs!
Use the field below to update your about me statement.
✅ If everything looks good, just enter your email below, click ✔️ Submit to complete this step.
⚠️ This step only needs to be completed once for onboarding. You can update your information anytime in the future.
This step ensures clients can schedule appointments during your available times, and new bookings will sync with your existing calendars.
Keep this page open while completing the steps below in your CRM.
Once finished, return here to submit your completion status.
1. Log in to your CRM from your desktop:
https://crm.teamfym.com
2. Access Your Calendar Settings:
In the left menu, go to: Settings > Calendars > My Online Calendar
3. Edit Your Calendar Settings:
Click the three dots (⋮) on the right and select Edit.
Review & Update:
Calendar Name and Description (modify if needed)
Click Save to proceed to Availability Settings.
Set Your Availability:
Review & modify your openings and hours.
Adjust:
Meeting Interval & Duration
Minimum Scheduling Notice
Booking Window (Date Range)
Minimum/Maximum Bookings Per Day
Pre & Post Buffer Times
Click Save to complete your calendar setup.
4. (Optional) Sync with External Calendars:
To avoid double bookings, sync with Gmail, Outlook, iCloud, or Calendly:
Go to Settings > My Profile > Calendar Configuration
Add & sync existing calendars and set sync rules.
Enter your email, then click ✔️ Submit & Complete Step to finalize this step and confirm your setup is complete.
For a step-by-step video tutorial on setting up & syncing your calendar:
Visit the Support & Training Website or CRM Help Center for guidance.
Your new CRM number allows you to text and call clients, but if they don’t have it saved, it may show as spam. Follow these quick steps to add it to your phone so clients recognize it’s you.
Open your phone contacts and create a new contact or edit your existing one.
Remove any personal details (birthday, home address, etc.).
In the Business Name field, enter: Your Insurance Agent (or something familiar to clients).
Under Phone, tap + Add Number, then enter your CRM number:
📞 (380) 221-8297
Rename it: "My Client Direct" (so you always know this is your CRM number!)
Tap Save.
In your contact, find the Website field and tap + Add Website.
Copy & paste your agent profile link:
🔗 https://jgeorge.my-agent-appt.com/digital-business-card
Rename it: "Click to Schedule an Appointment"
Tap Save.
Now, when clients receive calls or messages from you, they’ll recognize your name, and scheduling appointments will be seamless!
To finish setting up, download the CRM mobile app for quick access to your leads, client messages, and bookings.
Click below to install the app on your device:
Once installed, log in using your CRM credentials to start managing your client interactions on the go.
Enter your email, then click ✔️ Submit & Complete Step to finalize this step and confirm your setup is complete.
Your DBA Campaign is the first step to re-engage your Medicare or insurance clients using your new client-direct number and Digital Business Card.
You’ll record a short Ringless Voicemail (RVM) that’s sent to your contacts automatically — perfect to:
✅ Reintroduce yourself
✅ Share updated contact info
✅ Prompt replies, calls, or bookings
✅ Begin scrubbing and warming your database
✅ The RVM script & recording instructions
✅ How to add it to your campaign
Need Additional Training and Support?
Click the button below to access your Agent Training Hub , where you’ll find everything you need to get started, including setup instructions and additional resources as we add new trainings.
Tech Support Hours:.
Monday - Friday | 9 am to 5 pm,
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