AgentCore
AgentCore is Kellogg’s web-based CRM tool that allows agents to efficiently and easily track their leads and clients. With this tool agents can set up drip campaigns, create landing pages, do a screenshare with leads or clients, get an SOA signed and saved to the prospect’s profile, have leads funneled directly from the lead vendor into their account, and so much more.
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Please review our Instruction Page below for more details, and important updates.
*If you’d like to schedule some one-on-one time to get further instruction on AgentCore, you can book some time below. OR, if you need any assistance, you can submit a Help Desk Ticket.
CRM Features
- A robust Note section w/ date, time, and person stamp – Notes can be quickly added to a person’s profile at the end of each interaction
- Ability to track the current status, carrier, and product of each client / lead
- A place to upload files and documents, including lead cards, SOAs, and more
- Option to add additional products/people, link multiple existing records, and record other pertinent details
- Direct funneling of leads from ARM or Kramer
- Add tasks / reminders to your Agent Core calendar – with the option to sync with your Google calendar
- Create your own templates for mass emails, drip campaigns, or single-recipient emailsAutomate client *emails (including Welcome / New Client Emails, Birthday Emails, AEP Review Emails, and more)
- Quick links to your Kellogg Enrollment Tool, Application for Medicare, and Application for LIS
- Contact information for carriers
- Ability to create, run, and save custom reports, and then save, download, share, etc. those reports
Purchase your own designated phone number inside of AgentCore to use for text messaging through the system, as well as phone calls. Having your own designated phone number allows for greater deliverability, and reduces the instances of your number being marked as spam by phone carriers. Reach out to Andrea to request your area code (andrea@kelloggins.com).
*Important Information About Sending Emails
To send emails to your clients from Agent Core, please first update your SMTP Settings in your Agent Core account. To do so, click on Account, in the top right corner of Agent Core. Then click on My Information > Email. On this page, select the box that says “Send E-mail using Your Custom SMTP Server.”
You will then need to open this article: SMTP Email Setup and follow the instructions associated with your email server. If you have questions, please reach out to Andrea at 801-816-0505 or andrea@kelloggins.com.
We are working to build up our video library to cover Agent Core instructions, however, if you don’t see what you’re looking for below, please check the AgentCore Youtube channel (Here) for a video created by them.
Steps / Important Info About Scheduling:
- Set your availability in your Agent Core calendar (instructional video below)
- Make sure any imported leads have the lead card attached (directly funneled leads will already have the lead card attached)
- Move your leads to your call queue (instructional video below) – If you do not have a call queue or need a new one created, reach out to Andrea.
- If you are not already on our schedulers’ call list, reach out to Andrea to be added
- As appointments are set, check your Agent Core account for additional notes and information to better prepare you for your appointments
- Once your appointment is complete, return to Agent Core to update your lead (or convert it to a client) to better keep track of your people