Help Centre
Step-by-step tutorials for every feature. No account required — browse freely before you sign up.
AgencyCRM
From getting started to running a full multi-advisor practice.
Getting Started
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How to import your clients
From spreadsheets, life company PDFs, other CRMs, or scanned paper files — no barriers to getting started.
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Navigating the client record
A walkthrough of the client record — what's stored, how it's organized, and how to find anything fast.
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Managing tasks and follow-ups
How to create, assign, and close tasks by date — the core of staying on top of your book.
Daily Administration
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Storing documents and auto-populating forms
Attach documents to client records and generate pre-filled industry forms in seconds.
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Tracking CE credits
Log completed courses, track hours by category, and stay on top of your renewal requirements — all in the CRM.
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Running a needs analysis
Use the built-in DIME and income replacement calculators to document client needs and support your recommendations.
Pro Features
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Setting up email and text messaging
Connect Gmail or Outlook and your voip.ms business number — everything flows through the client record.
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Syncing your calendar
Connect your Google or Outlook calendar so appointments appear directly in the CRM alongside client records.
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Managing advisors and admins
Add team members, set user types, and see how tasks move between advisors and their admin staff.
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Understanding your commission reports
See how to run a report, what's included, and how to read your monthly and renewal projections.
Pro Bundle
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AI call transcripts attached to client records
How call transcripts and AI summaries from BadenAI flow automatically into the right client record in AgencyCRM.
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AI data mining for sales opportunities
How BadenAI scans your client block to surface coverage gaps and sales opportunities — directly in the CRM.
BadenAI
Proposals, transcripts, and industry knowledge — here's how to use all of it.
Proposals
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Generating your first proposal
A step-by-step walkthrough of uploading your inputs and getting a professional proposal in minutes.
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How to customize your proposals
Add your branding, adjust the tone, and standardize the format across all your client proposals.
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Generating a disability proposal
How to build a disability income proposal — inputs, structure, and what the finished document looks like.
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Generating a corporate proposal
Walk through a corporate insured retirement plan proposal — inputs, structure, and client presentation.
Transcripts & Summaries
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Running a call transcript
Upload a recording and get a full transcript — here's exactly how it works and what you receive.
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AI call summaries and task generation
How BadenAI Pro turns a transcript into a structured summary and a ready-to-use task list — automatically.
Industry Knowledge
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Asking underwriting questions
How to ask BadenAI which carrier best fits a client's medical history — and what to do with the answer.
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Finding simplified issue policies
How to identify which no-medical policies your client qualifies for, matched against real carrier guidelines.
Pro Bundle
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Connecting BadenAI to AgencyCRM
How to enable the integration so transcripts, summaries, and tasks flow directly into client records.
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AI form population from client communications
How BadenAI reads emails and call summaries to pre-populate industry forms in AgencyCRM.
Can't find what you need?
Email us and we'll get back to you — usually same business day.
support@badenai.comReady to get started?
Both products are free to start — no credit card, no commitment.