It's Officially Time to Get Started with BOSS
This quick video will discuss the resources and setup videos that are each listed below to walk you through setting up your account, from website to AI chatbot, to inbound voice AI agent, calendar, and more. Dive in to all that LYNC offers and let us know how we can help.
Follow These Videos to Setup Your CRM
Click on each video to watch. You can enlarge the videos by clicking the bottom right corner button.
#1 - First Time Logging In
Getting logged in for the first time is simple and this video helps walk you through where to go once you get logged in to start.
#2 - Setting Up Your Account
From importing your email signature to choosing your availability and integrating your Zoom, Outlook, or Google accounts.
#3 - Adding Your Team
If you have an agency plan, this is where you will walkthrough creating your users. If you don't have an agency plan, bypass this video.
#4 - Setup Calendar System
The internal calendar allows you to host live shared calendars of all types. This video helps take you through getting them ready.
#5 - Agent Website Setup
We custom buildout your website for you, but there are a couple of quick steps you have to take to make it active for use first.
#6 - AI Agent & Chat Setup
You have a pre-built AI chatbot and AI voice agent at launch, but before beginning to use them there are a couple steps you must take.
#7 - Quoting Tool Setup
The internal calendar allows you to host live shared calendars of all types. This video helps take you through getting them ready.
#8 - Importing Your Contacts
We custom buildout your website for you, but there are a couple of quick steps you have to take to make it active for use first.
#9 - Dashboard & Tagging
Getting your book of business aligned within your CRM is the utmost importance when it comes to accuracy. We dive in together.
#10 - A2P Texting Setup
If you plan to text within your platform, This is the video for you. A2P is legally required, and we help you get submitted & approved quick.
#11 - Smart List Setup
Using smart lists will help you fuel your CRM up to track, trigger, & support your clients better than ever before. Let's dive in!
#12 - Automations Review
From our robust knowledge base to our internal AI & human support team, we cover all of your available support options.
#13 - Opportunity Pipelines
If you are an on the go type or like getting alerts directly on your cell, this quick video will show you how to get access to our app.
#14 -Mobile App Setup
Using smart lists will help you fuel your CRM up to track, trigger, & support your clients better than ever before. Let's dive in!
#15 - LYNC Support Tools
From our robust knowledge base to our internal AI & human support team, we cover all of your available support options.
White-Glove Services
Looking to enhance your setup even further? We offer a variety of optional services to help you hit the ground running, including private 1-on-1 Zoom onboarding sessions, personalized QR marketing flyers, professional logo creation, and complete domain setup services. While these are just a few of the most popular options, they’re designed to give you a polished, branded presence and expert guidance every step of the way.
Private Zoom Onboarding Call
One-Time $75 Fee (1-Hour Call)
Our team will personally help you go through the account setup process, import your contacts, & assist you in creating a plan of implementation so you are setup for best chance at success within LYNC. (1 Hour Call)
Agent QR Marketing Flyer
One-Time $29 Fee (Per Flyer)
We offer currently 2 professional marketing flyers which host your agent landing page with a custom QR code we embed into the flyer. This QR can be sent to anywhere you choose. 1-2 day delivery window.
Custom Logo Creation Service
One-Time $149 Fee (Per Logo)
Don't have a logo yet? No problem. We'll create one for you taking in your recommended style & design preferences or make one from scratch. We offer minimal revision requests & upload on your site.
Custom Domain Setup Service
One-Time $149 Fee (Per Domain)
Want to use your own domain? Need help buying a new one & setting it up? We can assist with that! Our team will help you complete integrating & connecting your own or buying a completely new one in BOSS.
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Our Partner LYNC
When you know great technology and you see a dedicated team of professionals in the insurance industry crafting specialty curated systems made for agents, by agents, it is hard to not take notice.
LYNC offers one of the most comprehensive solutions currently available and their agent tools paired with the team at BOSS is going to give agents the most simple yet tech savvy CRM at the most affordable pricing in the industry. This is our mission, and why BOSS works with LYNC.
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