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PipelineFull View →
Dials Today
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Goal:
My Tasks+ Add
Upcoming TrainingsBusiness Builder →
Birthdays & Annual Reviews
Templates →
Scheduling
Manage →
Share your booking link or schedule an appointment right now.
Total
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Clients
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Leads
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Hot
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Leads
Scheduled Appointments
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No upcoming appointments.
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Calendar Integrations
Google Calendar
Sync Olivar appointments to Google Calendar automatically.
Outlook / Office 365
Export your Olivar appointments to Outlook as a calendar file.
Open the downloaded file — Outlook imports it automatically. Repeat monthly to stay current, or use Google Calendar above for live sync.
Apple Calendar
Export your Olivar appointments to Apple Calendar or iPhone.
Open the file on your Mac or AirDrop it to your iPhone. Apple Calendar will import all appointments instantly.
Application Workflow — 7 Steps
1. App Submitted
→
2. Pending Docs
→
3. Phone Interview
→
4. In Underwriting
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5. Approved
→
6. Policy Delivered
→
7. Issued & Paid
Application Tracker
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No applications yet.
Commissions calculate automatically from your applications. When an application is marked Approved or Issued, it appears here using the carrier commission rate. Update the rate on each carrier record to keep calculations accurate.
Expected Total
$0
Received
$0
Still Pending
$0
Commission DashboardView Applications →
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No approved applications yet. Commissions will appear here automatically when an application is marked Approved or Issued.
How to Post
Your caption is ready — here's how to get it live on each platform
Show
Calendar
Drafts
Ideas
Inspiration
Settings
Month
Profile
Notifications
Pipeline
Email Settings
Data Export
Account
Billing
Profile
Your personal and agency information.
Clients will see times on your booking page converted to their timezone.
Your license expires on . Make sure to complete your continuing education to renew on time.
JPG or PNG, max 2MB
Notifications
Choose what you want to be reminded about.
Daily digest email
Morning summary of tasks, follow-ups, and appointments
Follow-up reminders
Alert when a lead hasn't been contacted in 3+ days
Deal stage alerts
Notify when an application hasn't moved in 7+ days
Appointment booking alerts
Get notified when a client books via your scheduling link
Pipeline Stages
Add, remove, or rename stages to match how you work.
G
Gmail
Not connected
O
Outlook
Not connected
Connect Gmail and emails you send to clients will come from your Gmail address — not Olivar. Clients see your name, your email, and replies come back to your inbox.
Data Export
Download your data anytime. Your information belongs to you.
Contacts
All leads and clients with contact details and status
Applications
All deals, carriers, products, and premium data
Referrals
Contacts sourced through referrals
Commissions
All commission records and amounts
Uploaded Documents
All documents you have uploaded to client profiles
DocuSign Documents
Signed documents and envelopes from DocuSign
Download All My Data
Export everything in one package — contacts, applications, commissions, documents, and all account data.
Account
Security and account management.
Change Password
Login PIN
Set a 4-8 digit PIN as a second step after your password. Each login will ask for it before letting you in.
Cancel Subscription
Cancelling your CRM subscription will deactivate your account. Before you go, download all your data above. To cancel, contact us directly.
Billing
Manage your Olivar subscription.
Current Plan
Olivar Pro
Contact & lead management · Pipeline tracking · Appointment booking · Client profiles · Notes & activity log · Email templates & follow-up sequences · Referral tracking · Unlimited contacts
$57/mo
Active
Payment Method
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Invoices
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No carriers yet. Click + New Carrier to add your first one.
Scheduling Setup
Choose how clients book appointments with you.
Your Public Booking Page
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olivarco.com/book/
Share this link in your email signature, social media, or text messages. Clients can book directly without calling you.
Signature Templates
◇
No templates yet. Upload a PDF to create your first template.
Upload PDF forms you frequently send for signature. Use the field editor to mark where signatures, initials, dates, and text fields go. Supports multi-signer documents.
Third-Party E-Sign Link
If you use a third-party signing service, paste your template link here. This appears as a quick option on contact profiles alongside Olivar's built-in e-sign.
Weekly Availability
Set the days and hours you're available for appointments.
Booking Rules
Blocks time after each booking so appointments are never back-to-back.
When the limit is reached, that day shows as unavailable.
Shown on the booking confirmation screen and in the email sent to the client.
Appointment Types
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No appointment types yet.
Appointment Email Automation
Automatically email clients when appointments are booked, rescheduled, or cancelled. Connect your email in Settings → Email Settings to enable sending.
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Priority Advisor
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Projects
Ideas
In Progress
On Hold
Done
Training & Development
Admin Dashboard
Owner view · Olivar beta
Total Users
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All time signups
Active
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Paid subscribers
Spots Left
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Out of 10 beta
| User | Joined | Last Login | Status | Approval | |
|---|---|---|---|---|---|
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Pending Applications
Review and send approval emails to founding member applicants.
| Applicant | Experience | Current Tools | Why They Want In | Status | |
|---|---|---|---|---|---|
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Revenue
Live data from Stripe.
MRR
$—
Monthly recurring
Subscribers
—
Active paying
Churn Rate
—%
This month
Active Subscribers by Tier
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Recent Invoices
| Invoice | Customer | Amount | Date | Status |
|---|---|---|---|---|
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Inactive 30d+
—
No login in 30 days
Avg Logins
—
Per active user
Signups per Month
Most Active Users
Inactive Users (30+ days)
ADD NEW VIDEO
YouTube and Loom embed inline. Zoom links open in a new tab.
EXISTING VIDEOS
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Active Subscribers
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Agents with notifications on
Automated
Tasks · Birthdays · Annual reviews
Daily summary — runs every morning
Daily summary — runs every morning
SEND NOTIFICATION
AUTOMATED NOTIFICATIONS
These run every morning for each agent who has notifications enabled. No setup required.
Daily Summary
Everything due that day — tasks, birthdays, reviews — in one notification.
Tasks Due
Individual notification for each task due today.
Birthdays
Notifies when a client's birthday is today.
Annual Reviews
Notifies when a client's policy review date falls today.
Templates
Email and SMS templates for every stage of the client relationship.
Build drip sequences to automate follow-up over multiple days.
Start from a TemplateCustomize after loading
Your Sequences
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No sequences yet. Start from a template above or build your own.
Send one-time email blasts to your leads and clients.
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No campaigns sent yet.
Automate actions triggered by contact events.
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No workflows yet.
Training Center
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Getting Started
Core Features
Sequences and Campaigns
FAQ