Room Two
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Room Two
Your client-facing setup. Used on every new recap you publish.
What clients see, and how they reach you.
Every state you are licensed in. You pick the right one for each client when you publish.
Square, under 2 MB. The spouse who was not at the meeting has never seen your face.
Your own agency's mark, never a carrier's. Carrier logos are trademarks and most carriers do not allow them without written approval.
Clients see it as "I’d like to explore my options." Leave it blank and the button does not appear.
Applies to pages you publish from now on. Pages already sent stay as they are.
Recaps you send from Deals always check the last 4 digits of the phone. They show your licenses the way you set them here, and you can pick one for a client when you publish.
Pages you built by hand. Recaps from Record live in Deals.
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Single-seat plan. Add teammates with Agency.
Explore AgencyYour agency team is managed in the app: invites by name and email, removals, and seats.
Manage your teamYou are responsible for keeping any records your business or carriers require.
You sign in with Google, so this account has no Room Two password. Google controls how you sign in. To change it, change your Google password.
Your other devices stay signed in. If someone else may have your password, change it, then use Sign out everywhere.
For an office with several producers. Every seat is its own Room Two account, on one bill.
Agencies start at 5 seats.
Agency checkout is not open yet, so nothing is charged from this page. Tell us how many seats you need and we set it up with you.
Recording a meeting or a debrief. The audio goes to our server in short pieces to be written out as text, then it is discarded, on our server and on your phone. No audio is kept.
Transcripts. Kept with the draft until you delete them. Use Delete transcript on the draft. The recap stays.
Voice notes you add to a recap from Deals. Kept in a private store with the recap until you delete or replace them. Use Delete voice note on the recap. Clients only ever get a link that expires within the hour.
Voice notes on pages you build by hand. Kept in a private store until you delete or replace them, or the schedule you pick here removes them.
Notes and transcripts you paste into the page builder. Read in your own browser. They never reach us.
Your clients. Room Two never contacts them. The people you add to a recap open it with the last 4 digits of their phone. The full number is kept for your follow-up reminders.
A sample client, with your profile.