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Everything You Need to Know About Success Assurance (Concierge Included)

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Below you will find an in-depth walk-through of all things related to Success Assurance broken into a 4 part series. In Part 1, we'll talk about what the service is, as well as walk through all the settings. In Part 2, we look at the different types of alerts the Concierge may send, and everything the Concierge is doing within your CRM. For Part 3, we focus on High-Interest Behavior outreach and our Concierge Live Transfer. Last, in Part 4, we deep dive into Concierge processes and procedures, and some best practices. All sections are applicable to both Admin and Agent Users and we will note when it's only applicable for just Broker/Admins.