Setting up your Legacy Life CRM
If you don't have the CRM yet subscribe here
Once subscribed your account will be built and you'll receive an email with your login to app.legacylifecrm.com
1. Getting A2P Certified
This Video explains how to get A2p Certified for automated text messages to your leads. When it asks for a website link to verify where the leads consent use this link: https://www.legacylife.co/requestagent
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End users opt in via Website Form by visiting https://www.legacylife.co/requestagent and completing a form that collects their phone number. Users enter First name, last name and email and Phone (optional).- They see clear text: "Submit your details to get a quote. Check the boxes below to consent to SMS communications."- Two separate, optional checkboxes appear (not required to submit the form): 1. Transactional/Non-Marketing Consent: "By checking this box, I consent to receive text messages from a licensed life insurance agent with Legacy Life about Life insurance quotes, appointment reminders, and general communication regarding life insurance as well as policy updates. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out." 2. Marketing/Promotional Consent: "By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others from a licensed agent with Legacy Life at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out."- After checking (optionally) and submitting "Submit", consent is captured.
