Agent CRM: The Negative Reviews You Need to Read
Before signing up for Agent CRM, we know you want to get the full scoop, including the dirt.
Checking out the negative reviews is a critical part of your decision-making process. So, we’ve decided to be upfront and share some of the negative feedback we’ve received.
Spoiler alert: these so-called negatives might just be the best reasons to join Agent CRM!
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Apparently, we’ve gone too far in making Agent CRM the ultimate tool for insurance agents.
What Makes Agent CRM Different?
Agent CRM is designed to provide insurance agents with everything they need to build a successful online business. Here’s an overview of the features that make Agent CRM stand out:
1. AgentAI 🤖
Efficiency is crucial in today’s fast-paced business environment, and Agent CRM recognizes this need. AgentAI is a ready-to-roll solution designed to streamline your workflow. Experience the convenience of automated scheduling, allowing you to focus on what matters most—growing your business.
2. Team Plans 🤝
Working with a team has never been easier with Agent CRM. Collaborate seamlessly with your team and efficiently manage user access and permissions. Team plans make it easy for all members of your team to have access to the assets (workflows, funnels, calendars, etc.) created for them and to simplify the process of sharing contacts between accounts.
3. Custom Dashboards ⚙️
At Agent CRM, we recognize that everyone has unique preferences and needs. That’s why we’ve made your dashboard customizable, so you can display relevant insurance metrics, providing instant insights for better decision-making.
4. Daily Live Zoom Calls ☎️
Unlike other platforms, we prioritize your growth and success by providing continuous interactive sessions on Zoom throughout the day, starting at 7 am PST and going all the way to 6 pm PST. This allows you to directly engage with experts, ask questions, and receive instant solutions to improve your CRM journey. Our experts can fix the issue for you, set up a ticket while you’re on the call, and even give you ideas on how to use the tools to grow your business. We also offer phone support and a Facebook support group, so you have multiple options for help when you need it.
5. Click & Play Library ▶️
The Click and Play library within Agent CRM offers a comprehensive collection of over 160 marketing assets. It includes email campaigns, digital appointment tools, ACA bundles, and automated workflows such as referral and revenue-generating systems. We make it easy to create effective and targeted campaigns. [Want to learn more? Check out this video!]
6. Upgrade Your Account for the Power of Marketing Tools 🛠️
Agent CRM doesn’t just stop at being a CRM; it’s a comprehensive platform that empowers you with a multitude of marketing tools. With Agent CRM’s Marketing+ Upgrade, you can say goodbye to complicated (or worse, outdated) courses and tedious ad management—with just a couple of clicks, you can launch our proven winner ads directly from your Agent CRM dashboard.
Watch as these tools work together to amplify your efforts, driving success and growth for your business!
7. Hire One-on-One Experts 🎯
Need help building and setting up your account? Our experts are ready to provide personalized assistance tailored to your specific needs. This level of support ensures that you can navigate the platform with ease and make the most out of every feature, accelerating your path to success.
8. A2P Made Simple 🔄
We’ve got your A2P questions covered with resources and support in the process. We even have A2P and Toll Free Registration available within our regular Live Q&A sessions! You could say we like to be overly helpful.
9. Third-Party Integrations 🔌
Agent CRM integrates with third-party tools like Wavv, Mailbox Power, and others to enhance functionality. Connect with your favorite tools and amplify the power of your CRM. Enjoy the convenience of a space where everything works together seamlessly, making your workflow smoother and more effective.
10. Revenue+ Program 💰
Unlock the potential of your leads with Agent CRM’s Revenue+ Program. These specially designed programs are crafted to maximize cash flow from the leads in your database. It’s not just about managing leads; it’s about turning them into revenue-generating opportunities.
We offer more opportunities to make money from your leads and maximize cashflow!
11. 50+ Educational Courses 🧐
Continuous learning is at the core of success, and Agent CRM takes this principle seriously. With over 50 educational courses at your disposal, you can sharpen your skills and stay ahead of the curve in the competitive business landscape. Whether you’re a seasoned professional or just starting, our courses cover a wide range of topics, providing valuable insights and practical knowledge to propel your business forward.
Are our resources over the top? Perhaps, but we think you deserve it.
Why Choose Agent CRM?
Agent CRM offers:
✅ Unlimited Funnels
✅ Unlimited Websites (with mobile menus)
✅ Unlimited Texts and Emails
✅ Unlimited Team Members
✅ Unlimited Sales Pipelines
✅ Unlimited Calendars
✅ Unlimited Forms (with logic)
✅ Unlimited Contacts
✅ Unlimited Courses & Products
✅ Advanced CRM with Automations
✅ A.I. Automated Messaging
✅ A.I. Automated Social Posting
✅ A.I. Automated Email Content
✅ Texting Capability
✅ Central Messaging Hub
✅ Social Post Scheduler
✅ Digital Scope of Appointment (with downloadable PDF)
And so much more!
A System Designed to Spoil Agents
We custom-built the entire system so an agent can hit the ground running. We make A2P easy. We make marketing easy. We make automating your business easy. We even include proven funnel templates, pre-written email sequences, and more! We offer migration services so that you can copy your data from your other GoHighLevel CRM to Agent CRM.
Don’t just take our word for it. We offer a free 14-day trial. After that, it’s only $97 per month! There’s no increase in the monthly plan based on the number of contacts or team members.
👉 Still not sure? Schedule a free demo call with our team to see for yourself!
Testimonials
Here’s what some of our users are saying:
“The unlimited funnels and unlimited contacts made it so I was able to cancel over $500 in monthly subscriptions to multiple services I no longer need. I saved myself $6,000 a year!” – Colby
“Great platform for effective marketing and excellent support if you’re not a techie guy/gal. They go out of their way to help, support, and coach you to be successful in your business. Highly recommended platform!!!” – Glenn
”Excellent and fast customer service. The Agent CRM software is great, and so easy to use. Definitely recommend!” – Tobin
“I’m just getting started in this business, but Agent CRM is allowing me the opportunity to use my tech skills while learning and tackling the way I want to run my own business. Thank you!” – Vernon
“I have used the campaigns to revive dead leads, which have led to many sales! It works!” – Chris O’Connor
“This is an incredible CRM system that does way more than just manage a list of contacts. This system offers a way to 10X your business in an all-inclusive package. Agent CRM is the best decision I could have made!” – Samantha McClain
“I am very grateful for these guys and their very helpful team. All of their resources and help are priceless, especially when getting started and not knowing where to turn.” – John Johnson
“Your support has been top notch! You listen and do your best to help!! I just believe in everything I have seen so far. Thank you guys!” – Cymon Ophori
What can we say? Agent CRM might have overdone it with our attention to detail and excellent customer support. Don’t take our word for it—give it a try yourself. Just beware, you might end up loving it a bit too much!