Agent Profile & Onboarding Completion

Welcome, Nicholas!

To complete your onboarding, follow the steps below to verify and update your profile details, agent image, and CRM calendar.

These quick steps ensure your system is fully set up and ready to launch your marketing campaigns.

Follow These Steps:

✅ Step 1:

Verify or upload your agent image.

✅ Step 2:

Review & update your CRM profile details.

✅ Step 3:

Verify or update your mission statement.

✅ Step 4:

Set up & sync your CRM calendar.

✅ Step 5:

Save your CRM contact info & download mobile apps.


Once submitted, continue through the next steps to complete your onboarding.

Important: We cannot connect your Sunfire clients or activate your Medicare Enrollment Follow-Ups & Client Retention Campaigns until all steps are completed.

Start Below:

Begin by verifying or updating your agent image.

1️⃣ Verify Profile Image

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.

✅ Final Step:

Enter your name and 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.

2️⃣ Verify Profile Details

Review your profile information below, if you need to update your details use the fields below to make your changes.

If everything is correct simply go to step 3️⃣ to review and update your Mission Statement.

3️⃣ Verify Mission Statement

Update your mission statement in the provided field (if needed).

Current/Default Mission Statement: I am a passionate individual dedicated to serving and helping individuals and families find the right insurance coverage that meets their unique needs!

Your Mission Statement appears on your booking page and DBC.

✅ Final Step:

Once you have verified and/or updated your profile details and mission statement, 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.

4️⃣ CRM Calendar Optimization

This step ensures clients can schedule appointments during your available times, and new bookings will sync with your existing calendars.

Important:

  • Keep this page open while completing the steps below in your CRM.

  • Once finished, return here to submit your completion status.

Step-by-Step Setup:

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.

✅ Final Step:

Enter your name and email, then click ✔️ Submit & Complete Step to finalize this step and confirm your setup is complete.

Need Help With This Step?

For a step-by-step video tutorial on setting up & syncing your calendar:

5️⃣ Set Up Your CRM Contact & Mobile Apps & Mobile Apps

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.

1️⃣ Save Your CRM Number

  • 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:
    📞 (913) 372-3795

  • Rename it: "My Client Direct" (so you always know this is your CRM number!)

  • Tap Save.

2️⃣ Add Your Scheduling Link

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.

📲 Download Your CRM Mobile Apps & Complete Setup

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.

✅ Final Step:

Enter your name and email, then click ✔️ Submit & Complete Step to finalize this step and confirm your setup is complete.

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.

Contact Tech Support

Tech Support Hours:.

Monday - Friday | 9 am to 5 pm,

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