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Your Referral Partner Calendar and Client Management System

Our Insurance Teacher Referral Partner calendar and client management system is purchased from a 3rd party at By allowing us to manage your account, we can insure that your account is set up properly (using your certified coach) and is connected to the systems that we install for your small business and share leads like never before!

Module 1 Welcome to ContractCoach and vCita
Unit 1 Welcome to ContractCoach and vCita Client Management System
Module 2 How does the Contact Management System Work
Unit 1 Client Management Software
Unit 2 Calendar and Online Scheduling
Unit 3 The Mobile App
Module 3 Marketing Systems
Unit 1 Lead Generation
Unit 2 Creating Marketing Campaigns
Unit 3 Marketing Systems
Unit 4 Get Text Messages (SMS) to Your Mobile
Module 4 Staff Settings and Activities
Unit 1 Staff Member Settings
Unit 2 Define Your Staff Role and Permissions
Unit 3 Offer Multi-Staff Online Scheduling
Module 5 Setting Up Your Online Calendar
Unit 1 Using Your Calendar
Unit 2 Date Specific Availability
Unit 3 Recurring Meeting
Unit 4 1 on 1 Appointment Options
Unit 5 Group Events
Unit 6 Set Follow-Up with Clients
Unit 7 Sync with Gmail
Unit 8 How to sync iCloud
Module 6 Your In Box
Unit 1 Get to Know Your Inbox
Unit 2 Email Notifications
Module 7 Your Services Menu
Unit 1 Configuring Your Services Menu
Module 8 Billing and Invoicing
Unit 1 Billing and Invoicing
Module 9 How-to's and FAQ's
There are no units in this module.