Operations, Sales & Agent Tools

• Operations, Sales & Agent Tools 

  • CRM Memo releases

    • CRM Memo v0.1 

    • CRM Memo v0.11 

    • CRM Memo v0.2

    • CRM Memo v0.5 

    • CRM Memo v0.6

    • CRM Memo v0.7 

    • CRM Memo v0.8 

    • CRM Memo v0.9 

    • CRM Memo v1.0

    • CRM Memo v1.1 beta

    • CRM Memo v1.2 alpha

    • CRM Memo v1.3 

    • 1.31 

    • 1.4

    • 1.5

    • 1.51

    • 1.52

    • 1.53

    • 1.6

    • 1.61

    • 1.62

    • 1.63

    • 1.631

    • 1.634

    • 1.64

    • 1.641

  • Call Flows & Checklists

    • Enhanced QA Grading Form 

    • Outbound Call notes 

    • CSR Call Flows Tool 

    • CSR IB tool 2 

    • Medicare Sales Call Flow Tool a 

  • Sales Enablement

    • Agent Sales Dashboard 

    • Agent Power Hub 

    • Agent Command Center 

    • Medicare Sales SME Co-Pilot 

    • Message Template Generator 

    • Email Template Generator 

    • Discovery 

    • Calendly Links Tool 

    • AEP Readiness Dashboard

    • AEP Triage Compass

  • Administrative

    • VaultLink Secure Portal

    • TierDrop Exception Generator

    • Writing Numbers 

    • 2026 Vacation Victory Plan 

    • box v1