A CRM With Everything You Need to Grow Your Retirement Planning Practice

Is your CRM doing a good job?

CRM – Stands for Customer Relationship Management. Very few agents have a CRM, and those who do have nothing more than a database full of client data. Your CRM needs to be your Virtual Assistant that keeps you and your client on the same page.

Agent Frustrations, Challenges & Poor Follow Up

  • Your phone calls, texts, and calendar system do not talk to your CRM

  • Your website is more like an online brochure than a lead and appointment generation system

  • You are tracking prospects or cases in a notebook, spreadsheet, or on a white board

  • You don’t have a good client referral process

  • You're overwhelmed trying to learn the tech tools you're "supposed" to use in your business

  • You feel like none of the tech tools you're using was created to help you manage your business

What if you could bring everything you need to solve your case management and marketing challenges into ONE place?

Introducing TriQuest Connect, an all-in-one system that gives TriQuest agents & Circle of Wealth users the tools, support, templates and resources you need to grow your practice.

  • WEBSITES
    Host unlimited websites, use our simple 1-page website template, or design your own.

  • BUILD YOUR EMAIL LIST
    Easily capture leads and grow your email list using lead capture funnels, landing pages, in-page chat widget, surveys and forms.

  • NURTURE LEADS & CLIENTS
    Create workflows and automations to automatically message contacts via SMS, emails, FB Messenger & more!

  • AUTOMATE YOUR APPOINTMENTS
    Use the calendars to set, manage and automate appointment bookings + reminders.

  • MANAGE YOUR PIPELINES
    Use pipelines to track and manage leads, clients and sales. This ensures that nobody ever falls through the cracks!

  • CONTACT MANAGEMENT
    Use the CRM to easily tag contacts, create client/prospect lists, store client documents and 2-way text, call or email a contact.

  • HOST EDUCATIONAL VIDEOS
    Create educational video landing pages where you can also send automated follow up messages based on video interaction.

  • SOCIAL MEDIA SCHEDULING
    Save time and money by scheduling your social media posts right inside the software. Ensure you are reaching the right audiences at the right times.

That's not all...we also provide a DONE-FOR-YOU SET-UP PACKAGE

The TriQuest Connect software is ready to go right out of the box, but we have some extra special additions we set up for you to make it as easy on you possible to get up and running.

INTRO CALL CALENDAR

A simple calendar to automate how you automate bookings for your introductory meeting.

LINKTREE WEBSITE

Set up of our LinkTree website on the domain of your choice that includes your calendar.

CUSTOM CRM FIELDS

Custom CRM fields that make it easy to store client information and documents.

SALES PIPELINE SYSTEM

Manual sales pipeline for your to manage your opportunities.

CLIENT NURTURE SYSTEM

Workflows that automate how you run your client birthday and annual review campaigns.

REFERRAL SYSTEM

A simple system for generating and tracking client referrals.

BUSINESS TRACKER

Easily view metrics around pending and paid life/annuity cases.

TECHNICAL SETUP OF
DOMAIN & EMAIL

We will set up hosting of one domain and necessary email records to ensure deliverability.

A2P 10DLC SMS COMPLIANCE

We will set up your Privacy Policy/Terms Pages and help submit your SMS application.

CLIENT CSV IMPORT + SMART LIST

We will import your client CSV list for you to ensure the proper fields are updated.

SOCIAL PLATFORM INTEGRATION

We will help connect social platforms so you can manage messages in your CRM.

ONBOARDING + SUPPORT

You will get two onboarding calls and access to a tech library + chat support.

Hit the "easy" button on marketing, sales and automations in your practice!

TriQuest Connect can save you money by replacing your email marketing software, calendar scheduling tool, CRM, website builder, text messaging platform, landing page builder and more!

Choose The Right TriQuest Connect Package For Your Business

Frequently Asked Questions

What do I need to have ready in advance to get started with this system?

  • Headshot

  • Company Logo

  • Family Photo

  • Business Information
    - Exact business name and address, as registered with the Government and mentioned in your tax documents (Refer to the CP 575 form that was issued by the IRS to assign an Employer Identification Number)
    - Business Type (i.e. LLC)
    - EIN

  • Professional Business Email Address (i.e. [email protected]) - CLICK HERE to set one up

  • Domain we can use for your Retirement Planning connector website (i.e. yourname.com) - You can buy a domain for less than $20 on namecheap.com or godaddy.com

  • Zoom Personal Meeting ID (can be found by logging into Zoom and clicking on Profile)

  • Online COW CQ Link

  • Domain Registrar, Username & Password

  • Social Media Page Links (i.e. Facebook, Instagram, etc.)

  • Short bio blurb to add to calendar booking page (see below example)
    These days, I can be found working away in my home office in the beautiful town of Lake Coeur D' Alene, Idaho, on the lake where I live with my wife Dani, my son Jimmy, and our two labs, Lucy and Drake. Living on the lake and in Coeur d'Alene allows us to enjoy the outdoors fully. I love hunting, fishing, mountain biking, wake surfing, camping, snowboarding, and everything else behind the boat. When I am not out enjoying Lake Coeur d'Alene, I have the genuine privilege of investing my time and energy in serving families by creating the ultimate retirement plan.

What's included in the $997 set-up fee?

Intro Call Calendar

LinkTree Website Design

Custom CRM Fields

Sales Pipeline System

Client Nurture System

Referral System

Business Tracker

Technical setup of domain

Technical set up of email

Integration of Social Platforms

Privacy Policy/Terms Pages

A2P 10DLC SMS Compliance

Onboarding Call (90 Minutes)

Software Walkthrough

Client CSV Import + Smart List

How many contacts, funnels, landing pages, websites, and domains can I have?

You can create unlimited amounts of all of the above within the platform.

Can I keep my existing website and use this system for everything else?

Yes! You most certainly can. The goal is to give you everything you need under one roof, but we don't force you to move anything over you don't want to.

Can I upload my client list?

Yes, you will want to start by setting up a csv file titled "Client Import List" broken out by the following columns:

First Name

Last Name

Email

Phone

Date of Birth

Street Address

City

State

Zip

Tags (list them with commas - i.e. client, allianz, life insurance)

This all-in-one system is only available to TriQuest producers.

Questions?