Templates is where you save reusable Email and SMS messages — so you're not rewriting the same outreach every time. Every template has a name, an optional category (Marketing, Enrollment, Follow-up, Compliance, Onboarding, Retention, or Custom), and can be used later from a client profile, a bulk send, or an automation.
Two libraries
Personal templates — your own library, visible only to you.
Agency templates — created under Agency → Templates, and can be shared out to downline agents. If your agency has shared any, you'll see them here too.
Getting there
Click Templates in the left sidebar.
Finding a template
Use Search templates... to find one by name, or narrow the list with:
All Types — Email or SMS
All Categories — filter by the category it was saved under
Template cards
Each card shows a live preview of the template, its name, its type (Email or SMS), and when it was last updated. Click the ⋯ menu on a card for:
Preview — see how it looks with sample data filled in
Edit — open it in the editor
Duplicate — create a copy to build off of
Delete
Duplicating is an easy way to spin up a variation of a template — like an AEP reminder for a different plan type — without starting from scratch.