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Today's appointments
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Total Calls
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Connected
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Callbacks
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Avg Duration
0:00
Build your call list
Prospects
Cold outreach
Work a cold campaign and reach new leads.
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Clients
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Contact
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Next Action
Log Call Outcome
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Session Log
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Compliance: Don't quote coverage or premiums — route to Gerino.
Sessions
Resume an unfinished session or review a finished one.
Total Sessions
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Total Calls
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Avg Calls/Session
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Prospects
Cold outreach. Create a campaign, upload leads, assign to an MSC.
Calls
Calls logged by agents in the dialer.
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Number:
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Voicemail Templates
No voicemail templates yet. Create your first template above.
Contact lists
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Total contacts
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HubSpot lists
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Saved lists
No lists yet. Import a HubSpot list or upload a CSV to get started.
Leads
All contacts
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Appointments
Mark each appointment Held or No-show after it occurs. Held appointments count toward MSC bonus.
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SMS Center
Shared team inbox — texts send from (956) 305-1351.
Messages
Notification Center
Everything that needs your attention — appointments, texts, and missed calls.
Appointments today
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Missed this week
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Unread texts
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Missed calls
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Yesterday's appointments
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Last 5 received SMS
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Needs Action
FYI
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Calls over time
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Sessions
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Total Sessions
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Avg Calls/Session
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SMS Templates
"SMS Center" templates show as chips in the SMS Center composer. Service / Appointment / Sales templates show in the post-call "Text client" popup. Use {name} for the client's first name.
Name
Where
English
Spanish
Status
Actions
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Call Scripts
Bilingual call scripts organized by Line of Business.
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Agents
Name
Employee ID
Role
Status
Weekly Goal
Permissions
Actions
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Settings
Configure the MIG Workspace.
Worker URL
Supabase Project
Auto-Dial Delay
5s
System HealthChecks run from the Worker cron · 7-day retention
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Recent Checks (24h)
System Errors
Time Clock — choose an agent
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This week
Pick dates to view
Selected dates
Pick a day or range on the calendar to see detailed punches.
Service
Preview and call your existing book of business.
Start a session
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Single call
Search for one client and call now
Recently viewed
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Session setup
Smart presets
Line of business
Policy status
Renewal / expiration
Carrier
Last contacted
City
Sort order
Voicemail template
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Single Call
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On call
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Duration
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Number dialed
Already handled this session — . Calling is disabled.
MIG Workspace › Dialer
Single Call
Search results
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Manual Dial
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*
0
#
Compliance: Don't quote coverage or premiums — route to Gerino.
Carrier Lookup
Ask about carriers and plans. Facts only — quotes and coverage advice go to Gerino.
Facts only — for quotes, coverage advice, or recommendations, route the client to Gerino.
Campaign
Name ↑
City
Phone
Attempts
Status
Last called
Incoming Call
Unknown Caller
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calling
Possible callers:
McAllen Insurance Group client
Priority Task
Task
Connect your headset
No audio device detected. Please plug in your headset and try again.
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Inbound · 0:00
Silence detected — ending call in 5s
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Next call in5
Refill Contact List
Drop CSV here or click to browse
Required columns: first_name, last_name, phone. Optional: city, zip.
•
0
Rows in file
0
New contacts
0
Duplicates
Duplicate contacts
Start Dialing Session
Load Contacts
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List name—
Contacts—
Type—
Drop CSV file here or click to browse
Columns: First Name, Last Name, Phone, Email
Preview0 contacts
Upload leads
Drop file here or click to browse
CSV or XLSX — drag or click
New campaign
Import Contacts
Loading HubSpot lists...
List name—
Contacts—
Type—
Drop CSV file here or click to browse
Columns: First Name, Last Name, Phone, Email
Preview0 contacts
New Voicemail Template
Drop audio file or click to browse
.mp3 or .wav, max 5MB
Drop Voicemail
This will play the selected message to the contact and end the call.
Drop Voicemail
This will play the selected message to the contact and end the call.
Book Appointment
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SunMonTueWedThuFriSat
Select a date
No date/time selected
Schedule callback
The lead stays in the queue and won't resurface until this time.
Permissions
Add Template
Add Agent
Assign Task
List Contacts
#
Name
Phone
Email
New Contact
New Deal
Mark as Lost / Disenrolled
Session Detail
Agent
Admin PIN Required
Enter the 4-digit admin PIN to edit punches.
Punches
Add Punch
Book Appointment
Schedule a prospect to meet with Gerino.
Prospect Info
Required if the prospect receives a confirmation email.
Not linked — manual entry
Appointment
Text
From (956) 305-1351
To: —
Service
0 characters
Logistics and scheduling only — do not quote coverage or premiums. Route those to Gerino.