Program Overview – Awareness

This Awareness session prepares Sales and Success teams to position the latest enhancements to Maximizer CRM for Outlook as practical, adoption-driven improvements. Participants will learn how to connect these updates to measurable outcomes: improved data accuracy, stronger activity tracking, reduced manual effort, and better governance across advisor teams.

What You’ll Learn

Automatic Update to Last Contact Date

• How saving emails to Maximizer now updates the Last Contact Date automatically
• How this improves relationship visibility, activity reporting, and pipeline hygiene
• How to position this enhancement as a data integrity and management reporting benefit

French Version Support

• What the new French-language experience enables for bilingual advisors and teams
• How to position this enhancement in Quebec and other French-speaking markets
• How localized experiences increase adoption and user satisfaction

Auto-Sync of All Recognized Email Addresses

• How automatic syncing captures communication across recognized addresses
• How this reduces missed interactions and incomplete client histories
• How to frame this as a safeguard against data fragmentation

Blacklist Functionality

• What blacklist controls enable from a governance and compliance perspective
• How this supports data quality, permission management, and risk mitigation
• How to position blacklist capabilities as an administrative control benefit for larger teams

Certification Requirements

To demonstrate competency in this topic you must:

1. Attend and actively participate in the session
2. Pass the knowledge check with a minimum score of 80%
   
3. Successfully complete a private role-play demonstrating effective positioning of the Insurance CRM offering
   -OR –
4. Have a business conversation with a real client and submit a recording of the call, or invite either Luis or Mark to observe, and demonstrate a thorough understanding and awareness of the topic.

Who Should Attend

This program is required for all client-facing Sales and Success team members to ensure consistent industry messaging, stronger discovery conversations, and confident positioning in insurance-specific opportunities.