CRM Activity Notifications
Stay informed when activity changes inside your CRM
RiseGen is a CRM activity and status notification system for registered insurance professionals. It helps users stay informed when an existing prospect or customer record changes status inside their connected CRM.
Registered users may optionally receive email or SMS notifications for important CRM events, such as an appointment being scheduled, a follow-up being required, an application being submitted, or a prospect moving to Sold.
How RiseGen Works
Notifications for existing CRM records
RiseGen monitors status activity associated with prospects and customers already stored inside a registered user's connected CRM. When a qualifying status change occurs, RiseGen may send an optional notification to the registered user.
Prospect status changes
Receive a notification when an existing prospect moves to a new CRM stage.
Appointment updates
Stay informed when an appointment is scheduled, completed, cancelled, or rescheduled.
Follow-up activity
Receive alerts when an existing record requires follow-up or additional action.
Application and sale updates
Receive notifications when a prospect moves to Application Submitted, Approved, or Sold.
Example CRM status events
Depending on the user's CRM configuration, notification events may include:
Example SMS notification
SMS program disclosure
SMS enrollment is optional.
Messages relate to CRM activity and account status updates.
Message frequency varies based on CRM activity.
Message and data rates may apply.
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Consent is not a condition of purchase.