Firm Foundation LLC
Store insurance records and manage Medicare and intake forms
ABOUT THE APPFirm Foundation LLC provides an insurance agency website experience with tools for client contact and intake. It’s designed for clients who want help finding Medicare options and for families managing retirement planning.
Key areas include Medicare plan information and comparisons, an electronic contact/intake form, and a multi-step “Retire with Confidence” intake workflow. The site also offers a “Scope of Appointment” form, plus a Records Vault client portal for storing and organizing insurance records.
For the agency side, an admin dashboard supports lead status tracking. An Agent CRM includes client lookup and commission tracking to help manage client relationships and commissions.
CREATOR
TAGS
appointmentremindercalendareventcrminsuranceprivacyguardproductivity
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