Stay on top of clients, follow-ups and appointments.
YCH Assistant is a productivity and execution assistant for authorized insurance agents. It helps organize client work, follow-ups, tasks, scheduling and coaching so important actions are easier to manage.
Built around day-to-day agency work
YCH Assistant supports authorized users with the operational work that happens before and after client conversations.
Client and prospect follow-up
Organize client and prospect information, record meaningful interactions and keep track of the next action.
Tasks and reminders
Capture commitments and follow-ups, identify overdue work and help users prepare for the next action.
Scheduling
Use calendar availability to help plan appointments, reduce scheduling conflicts and keep agent calendars current.
Coaching and productivity
Help agents review activity, prepare for conversations and focus on useful sales, service and recruitment actions.
Optional Google Calendar integration
Authorized users can connect Google Calendar so YCH Assistant can provide scheduling features directly related to their work.
What the integration can do
With the user's permission, YCH Assistant can read selected calendar and event information, synchronize scheduling data, and create, update or delete calendar events when the user requests those actions.
Privacy by role
An agent can use their own calendar details. Other authorized scheduling workflows use availability information rather than exposing another agent's private event titles, descriptions or attendee details.
Privacy and control
Our Privacy Policy explains the Google data YCH Assistant may access, why it is used, how it is protected, how users can disconnect access and how to request deletion of Google-derived data.