Agencybloc AMS+ is a very popular CRM used by Health Insurance Agencies. GReminders is now integrated with AgencyBloc for purposes...
Continue Reading
Select the right plan and packages for your needs under Billing. You can also cancel and delete your account here....
Continue Reading
GReminders offers a variety of Sign On options. Google Workspace / GMail Account Microsoft Account Username and Password (optional w/...
Continue Reading
You can set up the default look of your scheduling and routing pages for your organization under Look and Feel....
Continue Reading
GReminders Scheduling automatically determines when you are available for meetings. It looks at your working hours, existing calendar events or...
Continue ReadingAgencybloc AMS+ is a very popular CRM used by Health Insurance Agencies. GReminders is now integrated with AgencyBloc for purposes of Writing AI Notes and Tasks back to Individual Records. Getting Connected First you need an API Key from AgencyBloc. Contact AgencyBloc support and ask for your API SID and API Key. Once you have […]
Select the right plan and packages for your needs under Billing. You can also cancel and delete your account here. Once you purchase, you’ll see information about your current plan above. You can also update your billing details and view invoices.
GReminders offers a variety of Sign On options. Note, that if your Google or Microsoft Account are using Okta or another IdP you can simple use the Microsoft or Google Login which will already proxy to Okta or similar. If you want to setup SAML directly, this article is for you. Getting it Setup In […]
You can set up the default look of your scheduling and routing pages for your organization under Look and Feel. This includes:
GReminders Scheduling automatically determines when you are available for meetings. It looks at your working hours, existing calendar events or blocks, and any pre- or post-meeting buffers to calculate the time slots that clients can book. However, there are times when you may want to accommodate a special request—for example, fitting in an important client […]
Overview The GReminders integration for Redtail CRM brings AI-powered meeting intelligence directly into your workflow. Once enabled, the AI Notetaker joins your calls in real time and makes smart suggestions — automatically generating meeting notes, creating contact entries, kicking off workflows, creating opportunities, and assigning tasks to the right team members within Redtail. What’s Included: […]
When you purchase one or more Notetaker Unlimited License(s) you will decide who those licenses should be assigned to. To apply AI Notetaker Licenses you must be an Administrator. Go to Setup > Users Click Edit next to the User Check the box under Extra Licenses, Notetaker License Hit Save. Repeat this for other Users […]
