Question 1

How does the free trial work?

Accepted Answer

Start with a full 14-day free trial of the Professional plan. You'll have access to all features including MAX.AI, workflow automation, and integrations. At the end of your trial, choose the plan that fits your needs.

Question 2

Can I import my existing contacts from another CRM?

Accepted Answer

Absolutely. ClientWave360 supports one-click import from Salesforce, GoHighLevel, Zoho, HubSpot, and Google Sheets. Our migration tool maps your existing fields automatically, and our support team is available to help with complex migrations.

Question 3

Is ClientWave360 compliant with Medicare marketing regulations?

Accepted Answer

Yes. Our platform is designed with Medicare compliance in mind. The built-in Scope of Appointment feature ensures you collect proper documentation before sales presentations. SOAs are stored securely with timestamps and digital signatures for your records.

Question 4

How many lead vendors are integrated?

Accepted Answer

We have direct integrations with 40+ health and life insurance lead vendors, covering both direct mail and digital leads. Leads flow directly into your pipeline with no manual import required. You can also connect custom vendors via our API or Zapier.

Question 5

What kind of support do you offer?

Accepted Answer

All plans include email support with response times under 24 hours. Professional plans get priority support with live chat. Enterprise customers receive a dedicated account manager, custom onboarding, and phone support.

Question 6

Can MAX.AI really write marketing emails?

Accepted Answer

Yes, MAX.AI is trained specifically for insurance marketing. It can generate complete HTML email campaigns, birthday messages, AEP communications, and more. You can edit and customize everything before sending. Most agents save 3-5 hours per week on content creation.

Question 7

Is there a contract or can I cancel anytime?

Accepted Answer

All plans are month-to-month with no long-term contracts. You can upgrade, downgrade, or cancel at any time from your account settings. We also offer annual billing with a discount for those who prefer it.

Questions, answered.

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