Step-by-step video tutorials and training materials to unlock the full potential of SHEPT Intelligence.
Account setup, contact import and initial CRM configuration.
Adding clients, client folders and contact history tracking.
Connect your phone number and enable automatic post-call notes.
Policy management, renewal reminders and portfolio reporting.
Voice-dictated notes with automatic AI transcription and categorisation.
How the system automatically plans your daily agenda by priority.
Instant search across policy terms and conditions from multiple insurers.
Complete walkthrough — CRM, Lead Exchange and B2B module.
All data belongs exclusively to you. SHEPT never shares your clients with other agents or third parties. Upon cancellation you have 30 days to export your full database.
Every morning the system generates a personalised summary: who needs contact today, which policies expire this week and what tasks are pending. Delivered to your inbox at 7:30 AM.
Open the client card and click Detective. Within 30 seconds the system builds a profile from public sources: job title, company, interests.
Type the client's question, select the insurer. In 8 seconds the system pinpoints the exact policy clause — no more reading through PDF documents manually.
Step-by-step video tutorials and training materials to unlock the full potential of SHEPT Intelligence.
Start now — 14 days free