Moran Insurance Group

👤 My profile and calling

My cell phone

Used for click-to-call, and it's the phone that rings when you're on a Google Ads call line.

How I make calls

Browser: calls ring in the CRM tab. Cell: the CRM calls your phone first, then connects you to the lead.

📧 Gmail Checking...

Connect your Gmail to send emails from the CRM with your own signature.

📊 My pipeline stages

The columns your leads move through. Drag to reorder, rename, or add stages. Won, Lost, and Bad Info always come last. Use Bad Info for fake or wrong contact details so Reports can show spend that went to junk.

📧 My auto emails

Emails that go out from your own Gmail when a new lead is assigned to you. Plain text, no links (that's what keeps them out of spam). Your choices here only affect you.

Welcome email for new business leads

Draft it for me (recommended). It lands in your Gmail Drafts. Open Gmail and tap Send. Send automatically. Goes out right away with no tap, but is more likely to land in spam. Off. Nothing goes out. The lead gets a reminder note in its activity log.

Subject line

Email body

{{FIRST_NAME}} inserts the lead's first name. Lines starting with • become bullets, **text** becomes bold. Your signature is added automatically.

Intro email for new individual and family leads

Off (default). Nothing goes out. The lead gets a reminder note in its activity log. Draft it for me. It lands in your Gmail Drafts. The lead's history shows when you send it. Send automatically. Goes out right away with no tap, but is more likely to land in spam.

Intro subject line

Intro email body

{{FIRST_NAME}} inserts the lead's first name. Plain lines only. Your name and "Licensed Health Insurance Broker, Moran Insurance Group" are added at the end.

📝 Text and email templates

Saved messages you can pick when you text or email a lead, and in sequences.

🤖 AI assistants

Your AI assistants sign in with their own login instead of your Google account. Add one per assistant. Each one sees only the leads and clients assigned to you (birth dates and ZIP codes included, for quoting), never SSNs, street addresses, documents, recordings, full phone numbers or email addresses, and it can't download or send anything. It saves email and text drafts to your Inbox > Drafts, adds notes, and adds, changes, deletes or finishes tasks (each change shows in the record's history with its name). You review and send.

Safety rails: you approve every sign-in here; it only works during its working hours; more than 50 record views in an hour pauses it until you tap Resume; more than 20 task deletions in an hour pauses it too; its drafts, notes and tasks can only link to moraninsurancegroup.com, calendly.com or .gov sites; its login ends after 14 days unused (90 days at most). After pairing, sign your Google account out of the assistant's browser.

New assistant name

Daily record views

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🔄 Who gets new leads

Each kind of lead takes turns between the people checked for it. Changes save the moment you click.

🏢 Group leads from Google Ads (forms and calls) On

Business leads that came from a Google ad click or a call to the group ad line. Forms and calls share one turn: the turn passes to the next person only when someone actually gets a lead, so a missed call never costs anyone their turn. E2C partner leads use the same people on their own turn order. Off sends form leads to Amanda.

🗺️ State exceptions: loading…

Rows marked GLOBAL follow the list above. Change a box and that state gets its own list and turn order. Nobody checked for a state sends its leads to Amanda.

Show all 31 states

👤 Individual leads On

Individual and family leads from any source. The thank-you page shows the assigned broker's booking calendar. Off sends them all to Amanda.

📞 Google Ads phone calls

Only visitors who came from a Google ad see these numbers. A new caller rings whoever is up next first (group calls share the group turn above, individual calls the individual turn), then the other checked people, on the cell in their profile, then voicemail. A new caller becomes a Google Ads lead when they talk a minute or more (for whoever answered), or when nobody picks up and they are still holding when every phone has rung out (for whoever was up, with a call-them-back alert). The turn then moves past that person. Quick hang-ups, blocked numbers and short calls don't make a lead or move the turn.

Group line · (904) 822-0791

Individual line · (904) 822-7366

🕗 Calling hours (their local time)

Each lead shows their local time. Calling or texting outside these hours asks first, and automatic sequence texts wait until the window opens in the person's own time zone. The time zone comes from their ZIP code, or the phone's area code when there is no ZIP.

Mon to Frito Saturdayto Sundayto

📞 Main office line (863) 270-9820

Calls to the office number ring these phones one at a time, top first. Drag to reorder. Google Ads calls have their own numbers, set in Who gets new leads.

Voicemail when nobody answers Record incoming calls and add AI call summaries

Both apply to the office number and the Google Ads numbers. Callers hear "this call may be recorded" first. Calls you make from the CRM ask each time.

👥 Users and access

📧 Team auto emails

Each broker's welcome email (business leads) and intro email (individual leads, owners only). Changes save the moment you pick them, and Edit emails changes that broker's wording. Each broker needs Gmail connected in their own Settings.

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Good Morning

Money

Good Morning

Money

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