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Compass Coaching

68 members • Free

3 contributions to Compass Coaching
🧭 Welcome to Compass Coaching! You're in the right place if you want to master AI—without the overwhelm.
HERE'S HOW TO GET STARTED: 1ļøāƒ£ INTRODUCE YOURSELF Drop a comment below with: Your name, What you do (insurance, real estate, or something else?), One thing you hope AI can help you with 2ļøāƒ£ EXPLORE THE COMMUNITY Check out recent posts for free tips and strategies. Ask questions anytime—we're all learning together. Share your wins, even the small ones! 3ļøāƒ£ READY TO GO DEEPER? Our AI Foundations course gives you the complete roadmap from zero to confident AI user. Need Life Insurance, Sales strategy, Business operations, or personal coaching? John's coaching contains the same high level training others are charging THOUSANDS more for. Wanting to grow your personal and business social media presence? Check out Crystal's personal branding and digital marketing training track. Tap the Classroom tab to learn more. Questions? Just ask below. We're here to help you navigate. Let's go! šŸš€
2 likes • Feb 10
I'm Heather and know absolutely nothing about AI. I can't even tell when the reels on facebook are fake LOL I'm hoping to absorb as much knowledge as possible from all the experts here and become more efficient!
0 likes • 5h
@Bonne Belden You are in the right place! Welcome!
Something that seems time consuming
I send texts to new clients over the first few months. Thanking them for their business, asking for a review, reminding them of their upcoming first auto-draft and wishing them happy birthday. Is there a way to have AI automatically take the information I give it (ie how long from today to send a message, when the clients birthday is ect..) and schedule out the templates for me through the texting app podium?
0 likes • May 20
That is a great approach! I love it! Our Client communication Hub is designed to draft all of those types of messages for you. You can provide it with context and it will generate professional tailored messages. However the platform doesn't currently integrate directly with external texting apps to automatically schedule messages, but this is a great suggestion that I will pass along! I'll be in touch soon to follow up on this.
Meet Heather!
I'm your personal concierge dedicated to onboarding support and exceptional customer service. Just let me know how I can help, and I'm excited to assist you!
1-3 of 3
Heather Fentress
2
15points to level up
@heather-fentress-3770
I've been an insurance agent since 2002 working with several companies in several capacities and still learning and enjoying everyday!

Active 5h ago
Joined Feb 9, 2026
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