Help / Getting started
Your first week: insurance & benefits
Five short steps to get a insurance & benefits business running in Crustomer.
You don't need to set up everything at once. Do one of these a day and by the end of the week Crustomer is running your follow-ups for you.
- Finish the four setup steps (your industry, your business, bring in your people, get paid). Settings → Setup shows what's left.
- Connect Instagram under Settings → Connections. Your DMs are sorted into leads, and the ones waiting on you show in Inbox → Follow-ups.
- Bring in your clients: People → Add & import takes a spreadsheet or an export from the app you use now. Duplicates are matched for you.
- Put your open enrollments in the Pipeline. When one is enrolled, Crustomer offers to make it a case with your starter tasks.
- Start each day on Today and Inbox → Follow-ups. Calls, emails and website inquiries are there too, not just DMs.
Still stuck? Write to hello@crustomer.us and a person answers.
More in Getting started
- Set up your workspaceThe setup guide walks you through everything, in order.
- Your brand libraryLogos, colors, fonts, photos and files in one place.
- Home and Follow-ups: what to do todayWho's waiting on you, who's going cold, and who's hot right now.
- Use Crustomer in Claude, ChatGPT or GrokAsk your chat app about leads and follow-ups, or bring a plan in as a project.
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