In today’s landscape of insurance sales, compliance and efficiency are essential. CMS and carriers are cracking down on fraudulent activities, making it more critical than ever for insurance agents to have their ducks in a row. That’s where Agent CRM comes in, offering a suite of tools designed to streamline processes, ensure compliance, and help you close more deals with less hassle.
Compliance Made Easy
The importance of compliance cannot be overstated. As Luis Moreno highlights, CMS and carriers are “super trigger happy” when it comes to suspending or terminating agents suspected of fraudulent activities. With Agent CRM, you can easily stay on the right side of these regulations. Whether it’s capturing consent, confirming application details, or providing detailed documentation, Agent CRM has you covered.
Now they [CMS] are super trigger happy with suspending you, terminating you, keeping you from your commissions if they suspect or have a complaint, so you want to make sure that you have your ducks in a row. -Luis Moreno
Capturing Consent
One of the most critical aspects of compliance is obtaining and recording consent from your clients. Agent CRM makes this process straightforward and efficient.
Our features that allow you to send consent forms via email or SMS, you can capture and store this crucial information with minimal effort.
đ Call Your Client: Make the call, record the conversation (this is done automatically), and save it as an MP4 file.
đž Download & Save: The recording can be downloaded, stored, and sent as needed, providing a clear record of the clientâs consent.
âď¸ Send a Digital Consent Form: Send a consent form via email for the client to sign electronically.
đď¸ Electronic Signature: The form includes the clientâs name, the agentâs name, and a unique IP address with a timestamp, ensuring all essential details are captured.
Confirming Application Details
Once consent is obtained, the next step is to verify and confirm all application details. Agent CRM simplifies this process by allowing you to print a PDF of the application summary, which can then be sent to the client for confirmation. This step ensures that all information is accurate and that the client is fully aware of what they are signing up for.
Streamlined Communication
Agent CRM is more than just a compliance tool; it’s a comprehensive communication platform designed to help you connect with your clients and leads more effectively.
âĄď¸ Recording Conversations
With the ability to record phone conversations directly within Agent CRM, you can maintain a detailed record of all interactions with your clients. This feature not only helps with compliance but also ensures you have a reference for future conversations.
âĄď¸ Automated Workflows
Agent CRM’s automated workflows take the guesswork out of managing client interactions. From scheduling follow-ups to sending automated reminders, these workflows ensure that no lead falls through the cracks.
Numerous Tools for Insurance Agents: Marketing, Compliance, Automation and more
Agent CRM isn’t just about compliance and communication. It’s packed with exclusive tools designed to fuel your successâall at the same cost as a GoHighLevel starter plan.
NOTE: If you have an account with a High Level-based CRM and youâre looking to switch, we can transfer your account to Agent CRM without any loss of data!
Agent CRM Exclusive Features
Agent CRM is continually evolving to meet the needs of insurance agents. Here are some of our exclusive features:
đ¤Â AgentAI: The new AgentAI integrates seamlessly with Agent CRM, and the calendar youâve connected â itâs so easy for prospects to book on your calendar! Itâs like âCalendly 2.0â. Our AI engine is built with guard rails to keep you compliant and safe, unfortunately the internal High Level AI engine is not.
đ¤Â Team Plans: Share assets and contacts, making teamwork seamless.
âď¸Â Live Daily Support: Engage with experts via Zoom from 7amâ6pm PSTâplus phone and Facebook support!
đ ď¸Â Marketing+ Upgrade: Launch 30+ Meta & Google ads from your dashboard, with expert-led strategy calls!
đŻÂ One-on-One Expert Help: Personalized setup and strategy guidance from industry pros.
đ Third-Party Integrations: Connect with tools like Wavv and Mailbox Power for a streamlined workflow.
đ°Â Revenue+ Program:Â Convert leads into revenue opportunities, adding to your bottom line.
đ§Â 50+ Educational Courses: Master essential skills with courses for every career stage.
âśď¸Â Click & Play Library: Access 160+ ready-to-use campaigns, our famous âBranning Bundlesâ, and referral systems.
Testimonials from Happy Users
Agent CRM’s value is best demonstrated through the success of its users. Here are some testimonials from agents who have seen significant improvements in their business thanks to Agent CRM:
Agent CRMâs support is unmatched. Theyâve made marketing easy for me and have helped me increase my client base through automation. –Ronald Clark
AgencyBloc has been amazing for tracking commissions, but I needed a platform like Agent CRM to help me manage my leads and close more deals. –Becky Wilson
Don’t Make the Mistake of Choosing a CRM Not Built for Insurance
Agent CRM is not just another CRM toolâit’s a game-changer for insurance agents. With features designed to ensure compliance, streamline communication, and automate workflows, Agent CRM helps you stay ahead of the curve. Don’t just take our word for it; try Agent CRM today and see the difference it can make for your business.
For more information on how Agent CRM can help you grow your business, visit http://www.agent-crm.com and sign up for your free 14 day trial today!
Looking for more on compliance?
Check out our blog TCPA Rules In Effect January 27 2025 – Insurance Agents Must Take Notice
