Stay Compliant and Boost Your Business with Agent CRM Updates!
❗Protect Your Business with Compliance❗
Imagine losing your ability to sell ACA policies overnight—not because of poor performance, but because of a missed compliance step. That’s what happened to an agent recently. Despite their best intentions, an oversight in documentation led to their suspension. They were using a CRM that didn’t capture content the “right way” (they just used an online form). CMS, the FCC, and insurance carriers are tightening regulations and cracking down on agents who aren’t meticulously compliant.
Thankfully, Agent CRM is more than just a tool you’re using—it’s a compliance powerhouse designed to help you stay safe from risks. With features tailored specifically for ACA and Medicare agents, Agent CRM makes compliance not only possible but easy. Check out the full post here to learn more about how Agent CRM can help you protect your business: Read full post here
✅ACA Compliance: We Got You ✅
On the note of ACA compliance, check out this week’s Youtube video from Agent CRM featuring Luis Moreno and Will Winter. In this video, they demonstrate how Agent CRM can keep you compliant this insurance season. Luis and Will cover everything you need to know to stay ahead of compliance regulations.
🚀300+ Updates to Agent CRM 🚀
In October, we added over 300 new features to Agent CRM! These updates are designed to make your life easier, improve your client interactions, and streamline your business processes. From enhanced automation capabilities to new marketing tools, these features are game-changers for insurance agents. Don’t miss out on learning about these powerful new tools that can help you grow your business. Here’s a blog post that highlights a few of our favorites: Read more here
Stay compliant, stay productive, and keep growing with Agent CRM!
The Agent CRM Team