Get tasks done
Open the tasks. Claim the closeout. Mark it when the work is done.
Pemby
Designed for
the broker.
Pemby is the in-CRM assistant for the person who works the book. Same chat on the desktop and on the phone.
Pemby
On the desk
On the desk
Plan my agency day.
The mark in the corner opens that chat. Close it and you are back on the desk.
Hand him the work.
Type a line, or pick a workload he already knows. He answers in plain words and moves the desk with you.
Draft the email
Written from the client on your book. It stays a draft in Email until you send it.
Create a client
A hot lead, or the fields you have. He checks the person landed on the book.
Add the note
Open that person. Log the call, or the note from the sit.
Inbox
Sort what is waiting. Draft the reply. You still send.
Calendar and the map
The sits on your calendar. Field Map when the day is in the field.
Tools
Medicare Sit, plus the life and health portal tapes already on the desk.
A text or a call script
He drafts the words. You approve before anything is sent or dialed.
A sit, from the lead to the note.
Tell him to work a new Medicare lead. He reads the hot queue, claims it onto your book, and opens Medicare Sit. That sit is labeled DEMO until a live carrier connection is on. Then he drafts the follow-up, books the calendar, and logs the call note.
Ten checks. Then you.
In Ad studio the agency owner or an administrator runs a check. Ten of them, from the voice rules to a lead you describe. Pemby returns pass, failed criteria, needs a person, or still missing what you supply.
The screen lists what failed and the next human step. A person still publishes, and a person still decides the spend.
His computer, on the same desk.
Open computer and Pemby shows a live browser in the chat. You can hold the controls, or let him read the page. End the session when the work is done.
Routines sit beside that computer: morning inbox, the day's calendar, hot leads, task closeout, a pass over the book. On Book, Dot Card connects once, and that agent's contacts land on their ledger.
He explains the product and the general shape of a rule, with the cite the desk already holds. A person's legal question, or which plan to buy, stays with a licensed agent or counsel.