FA First American CRM

The CRM in an agent’s pocket

A working sample of the mobile app, built around one in-home Medicare appointment. All clients, plans and costs are sample data.

Walk through the visit

On Today, open Maria Gonzalez’s 2:00 PM appointment.
Check her medications and doctors. Add a note or a photo of her Medicare card.
Tap Show her 2027 plan options and hand her the phone. Switch to Español.
Tap Enroll and follow the handoff to Sunfire.
See the alert, the new-member campaign and the updated AEP count.

iPhone: Safari, then Share, then Add to Home Screen.
Android: Chrome, then Install app.

Demo · sample clients and plans