πŸ€– Exciting Announcement: Your AI Engineer is Here! πŸ€–

We are thrilled to announce a brand-new service that will maximize how you use our platform: Our NEW AI Engineer can build your AgentAI for you! AgentAI’s expert setup package sets up AI-powered solutions that streamline customer communication, automate routine tasks, and boost lead conversion rates. Visit our get started page to learn more about how our engineer can AI-ify your business. This tailored support ensures you get the most out of AgentAI, without the hassle of setting it up yourself.

 

πŸ›‘ Stay Compliant: Watch Our Latest A2P Compliance Training πŸ›‘

Navigating compliance is crucial for any business that communicates with customers via SMS. Our latest YouTube video, A2P Compliance May 2024 Trends & Tips, is now live and ready to help you stay compliant and avoid the dreaded “Texting Jail.”

In this training, we cover the essential aspects of A2P (Application-to-Person) registration and ongoing compliance:

  • A2P Overview
  • Funnels
  • SMS Language
  • CRM Settings
  • Bonus Tips

Don’t miss out on these critical updates. Watch the full video here: A2P Compliance May 2024 Trends & Tips and ensure your texting practices are up to date and in line with the latest regulations.

 

⭐ New Feature: Local Hub Marketing Campaign ⭐

We are excited to introduce our newest asset in the Branning Library: Local Hub: Generate Leads from Your Local Market. This marketing campaign is designed specifically for insurance agents looking to attract local clients. It’s free in the Branning Library, get access today and start generating local leads with this strategy.

 

πŸ”΅Important Update: HIPAA Compliance at Agent CRM πŸ”΅

We are proud to announce that Agent CRM server is now HIPAA compliant and our team is being actively trained so that your every compliance need is met by your CRM of choice! But what does this mean for you?

For a Customer Relationship Management (CRM) system to be HIPAA compliant, it must adhere to strict standards and regulations designed to protect the privacy and security of individuals’ health information. Here’s what HIPAA compliance entails for Agent CRM:

  • Protection of PHI (Protected Health Information): Robust security measures ensure the confidentiality, integrity, and availability of PHI.
  • Encryption: PHI is protected both in transit and at rest with strong encryption methods.
  • Access Controls: Strict access controls, including user authentication and audit trails, ensure only authorized personnel can access PHI.
  • Risk Analysis and Management: Regular risk assessments identify and mitigate potential vulnerabilities.
  • Training and Awareness: Comprehensive training ensures everyone understands their responsibilities in handling PHI.
  • Incident Response: Protocols are in place for responding to data breaches or security incidents, including required notifications.
  • Audit Controls: Continuous monitoring to detect any unauthorized access or irregularities.

By meeting these requirements, Agent CRM helps you manage patient information securely and in compliance with HIPAA regulations, ensuring the privacy and security of your clients’ health information.

Looking for more on compliance? Check out our blog TCPA Rules In Effect January 27 2025 – Insurance Agents Must Take Notice


About the Author

Agent CRM Team

Content Creator

The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

View All Articles