Pro + Account Settings
Congratulations on your new Pro+ account! We are glad you are here! 👋
With iLife Pro+, you can perform all of your essential quoting, client service, and marketing functions all from a central hub.
🌟 This guide is intended for Pro+ subscribers only. Click here if you have a Basic (free) account.
1. Log into the iLife platform and select “Account Settings" under “Account” in the top right corner of your screen.
☝️ This is where you will update your account information, including what states you are licensed in, carriers you want displayed to your prospects, and even add admin users!
Admin users can access your full account. Pro+ includes 1 admin user seat.
Complete Your Profile
1. Under the “Profile” tab, add your first name, last name, and company name in the appropriate fields.
2. Click on the “Licensed States” tab and check the boxes for all of the states you are licensed. Please ensure that your selections are accurate.
3. Select “Save” when done.
Select Your Carriers
1. Select “Account Settings" under “Account” in the top right corner of your screen.
2. Click on "Carrier Options" tab.
☝️ This is where you will select which carriers you want to display to your prospects.
For Term online carriers, you can get appointed through iLife by selecting "Banner Life" or clicking on "Get Appointed" next to SBLI.
Explore & Build Your Client Pipeline
1. On the left menu, select “CRM” and from there you can select the "Client Pipeline" tab.
☝️ This tab will serve as a snapshot of your contacts as they move through your pipeline from leads to submitted client applications.
You can also select “chat” under “client pipeline” to see an overall view of your open client conversations.
2. Click the "Add Contacts" button to add individual contacts or bulk import multiple contact records at once.
💡 We recommend importing contacts to monetize existing leads in other CRMs.
Download the bulk import spreadsheet template when importing bulk contacts.
Importing Bulk Contacts
a. Click "Add Contacts" and then select "Bulk Import from CSV" to open the pop up window.
b. Click on "Template" to download the spreadsheet template.
c. Open the template and fill in columns A-J. Note that columns A-D are required.
d. Save the file as a CSV file. Return to the Upload window and click "Select File" to upload.
e. Review the preview window to ensure that your columns align with the correct property fields.
If they are correct, select "Import."
If they are incorrect, select "X" to close the window and correct your spreadsheet.
Repeat steps above.
💡For additional support uploading contacts, follow this in-depth tutorial.
3. Access your "Browsing Journey Link" at the top of the Client Pipeline screen.
☝️ This is your own unique link to share with your clients, which allows your leads and clients to answer a few brief questions and browse through policy options that may best fit their needs.
You can customize which carriers and products are shown by visiting your iLife account settings mentioned above.
4. Explore your client pipeline:
☝️Before you have clients in your pipeline, we included an example client for you to click on and see what will be available for you!
By clicking into one of your contact records, you’ll be able to quote, call, text, send documents, and keep track of internal notes from one interface.
You can:
Sort through contact records by using the source, carrier, product, and status filters.
Utilize the “status” to monitor the stages between your lead turning into a client.
Begin Running Quotes
1. Go to "Product Browsing" under "Quoting Tool" in the left sidebar. Click "Product Browsing."
☝️ This is where you can run quotes for your clients based on their demographics, criteria, and coverage needs.
2. Enter the client information in the Product Browsing dashboard.
💡If you’re running a quote on an existing contact you already have in your CRM, we recommend clicking on the contact from the client pipeline and generating a quote for them there.
Simply open the contact record and select the "Browse Quotes" tab.
Select the quote to attach to the client record by clicking the button at the bottom of the quote and clicking "Select" at the bottom right of the screen.
3. Apply filters to see all the available quotes for your client.
4. Browse the quotes that populate on the page.
5. Once you find a suitable quote, click "Save Quote" button.
6. Enter the required client contact information and click "Save".
7. The quote will be added to your "Client Pipeline.”
💡Check out this article for more information about the terms used in the Quoting Tool.
Communicate from Contact Record
1. Select the "Client Pipeline" tab.
2. Click on a Contact Name to view the Contact Record.
☝️ This contact record provides all the necessary information about your contact, enabling you to conveniently call, text, chat, or email directly within the platform.
All communications done from the platform are automatically logged.
While in a Contact Record:
Call:
Click on the Phone icon to call a contact:
☝️ The call will automatically be recorded and transcribed.
To end the call, select the Phone icon.
Email:
Click on the Email icon to email a contact
Text:
Click on the Text button to text a contact
Chat:
Click on the Chat button to chat with a contact
☝️ You can also view all Chats by clicking on “Chat” under “CRM” in the left sidebar.
💡For detailed instructions on calls, call recordings, and transcripts read this article.
Send Files to Clients & Prospects
1. Select the "Client Pipeline" tab.
2. Click on a Contact Name to view the Contact Record.
3. While in a Contact Record, click on the “Email” tab.
4. Select “New Email” button.
5. Write an email, including subject line and message. Edit the formatting using the editor options.
6. Attach any documents in the “Attach files” section.
❗Files can not be larger than 10MB.
7. When you are ready to send the email, select “Send.”
8. All files sent to the contact are accessible by clicking on the “Documents” tab.
Begin Email Marketing
1. Go to "Email campaigns" under "Marketing Hub" in left sidebar.
☝️This is where you will create and send email marketing campaigns. It is also where the Content Library is, which provides you with ready to send educational and promotional content emails.
2. Click on the "Email settings" tab
3. If it is not already there, add your email address for sending emails.
4. Get familiar with the email functionality:
"Content templates" include pre-made email templates
"My Templates" is where you can create your own email templates.
"Drafts" tab includes any saved but unsent emails
"Sent" tab includes any sent emails
"Scheduled" tab includes any emails that are scheduled for the future
"Lists" tab includes your contact lists for email distribution
Use the Content Templates to Send Emails Quickly
5. Click on the "Content Templates" tab
6. Select which audience you want to reach by making a selection from the "Select Categories" drop down list.
7. To preview the template, click on the image.
8. If you want to use the template, select "Edit" at the bottom right of the screen.
❗It is important to update the email footer with your information to comply with spam laws.
9. Make the edits you wish, including the footer, and select "Save Template."
10. Now the template is available in the "My Templates" tab.
💡For detailed instructions on creating and sending emails with the drag and drop editor, read this article.
Begin Social Media Marketing
1. Go to "Social media" under "Marketing Hub" in left sidebar.
☝️This is where you will create and send social media marketing campaigns. It is also where the Content Library is, which provides you with ready to send educational and promotional content posts.
2. Choose either Facebook, LinkedIn, or Twitter tab.
3. Select the premade content that you want to use for your post.
4. Click the "Copy" button to copy the text.
5. Click the "Share" button to log in to your social media account.
6. Paste the copied text into the post field and add any additional information you want to include.
7. Click "Post" to publish your post on social media.
💡Have more questions? Check out this article for Social Media FAQ.
Set up Your Wix Website
An iLife Client Success manager will help you do this during your onboarding session. Make sure to schedule this!