AGENT FIRST
How It Works Industries Free Tools Agent Challenge Pricing Apply for the pilot program
Free checklist

The Client Profile Setup Checklist

A knowledge base tells an agent where a policy lives. It does not tell them what to do right now, for this specific client, in this exact situation. This is the six-item checklist to gather before you configure a real Client Profile, free, no pilot commitment required to get it.

Get the free checklist
What's in it

Six things to gather before your first pilot call.

One page, nothing to install, and useful whether or not you ever talk to me about a pilot.

1
Services and eligibility
What an agent can help with, and what makes a specific situation eligible or not.
2
Authorization levels
What an agent can decide alone, what needs verification, what's off-limits.
3
Required language
Exact wording and disclosures that have to be said, and what an agent should never promise.
4
Escalation and transfer rules
Specifically who a situation goes to, not just "escalate."
5
Hours, contacts, and routing
Who's reachable when, and what happens outside those hours.
6
What "not specified" should mean
The one decision that protects every gap the other five don't catch.
Get the checklist

Enter your work email and it's yours.

No pilot commitment required. If you want to talk about one afterward, I will follow up directly, not an automated sequence.

Prefer email? Write to info@myagentfirst.com and ask for the checklist directly.

AGENT FIRST
Keep the human. Upgrade the agent.