Recruit

Agency Tracker account created — tracker.colburnfinancial.com
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⟳ Sync Licensing from JustInsurance

Update licensing progress from your daily JustInsurance report. Recruits are matched by email; course %, exam prep %, last login and course name update automatically. Nothing is written until you review the preview.

Drop your CSV here, or click to choose Exported from JustInsurance. Column order doesn't matter — it reads the headers.

⚙ Message Settings

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Edit copy & toggle on/off. Merge fields: {{name}}, {{recruiter}}, {{source}}. Changes go live immediately.

⚙ Pipeline Stages

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Reorder ▲▼, rename, recolor, show/hide. New stages start with no messages — add copy in ⚙ Settings.

⚙ Time-based Drips

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Auto-emails sent N days after a recruit enters a stage. After = days to wait. Repeat = 0 once, or every N days. Merge field: {{name}}. Runs daily.

📥 Unmatched Forms

Forms submitted by someone we couldn't match to anyone on the board — usually because they created a new business email and reached the form without their personal link. Attach each one to the right recruit and it moves onto their record.

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Attaching also updates that recruit's contact email to the business address on the form.

⚙ Team & Logins

➕ Add a recruiter (creates their login)
Current team
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Name must match the "Recruiting agent" on their recruits. Recruiters see only their own; Admins see everything.