Today, I’ll guide you on leveraging Agent CRM to supercharge your life insurance business. Let’s jump right in! 🏢


Set Up for Success: Get started by configuring your settings. Ensure your calendar is synced, availability is marked, and your phone number is ATP verified. 📅📞

Automation Magic: Explore the power of automations, the heartbeat of Agent CRM. Discover the new life insurance lead workflow that streamlines lead assignment, tagging, and opportunity creation. 🔄💡

AI Appointments: Witness the seamless appointment workflow. As leads schedule, they’re tagged, moved through the pipeline, and reminders are automatically set up. The power dialer feature is a game-changer for phone enthusiasts! 📞🗓️

Long-Term Nurturing – Done ✅: Dive into extended text message drips and email sequences, designed to nurture leads over the long term. The beauty? It’s all pre-written for you! ✉️🤖

Pre-Designed Funnels: We got life insurance funnels in the Click and Play library. From a standard lead funnel to a longer survey, we got you. Simply add your touch and go! 🚀🛠️

Pipeline Perfection: Your entire life insurance business neatly organized in one pipeline. Effortlessly move leads through stages, ensuring a well-orchestrated workflow. 🔄📈

AdBase 🚀🚀: Leverage AdBase to launch Facebook campaigns effortlessly. With ready-made life insurance ads, generating your own leads has never been easier. 📢💼

Giveaway Funnel – Cheat Code for Life Insurance Sales: Upgrade to Marketing+ for access to the Giveaway Funnel System. Generate leads for about $1.00 each 🏆📈


Sign up for a free trial of Agent CRM at

Currently a user and looking to upgrade to use Marketing+? Upgrade right now at

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Agent CRM Team

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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.

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