Branning Bundles, Social Planner Upgrade, Bulk Delete, and More!
💫 Announcement: Branning Bundles Are Here! 💫
Currently, our Click & Play Library comes with tons of templates for various insurance products… However, we are now taking things to the next level! We’re thrilled to share that we are finalizing our next upgrade, the “Branning Bundles.”
With this upgrade, we are rebuilding all product templates from the ground up! The first upgraded Bundle will be for Medicare, with an ACA bundle to follow shortly after.
Our goal is to have a Branning Bundle for ALL insurance products by the end of the year. These Bundles will be fully compatible with the new Agent CRM Customizer, making it easier than ever for you to serve your clients better and grow your business! Join our Facebook Group to watch the replay of our show-and-tell
🎥 YouTube Spotlight: A Painful Million Dollar LOSS Lesson 🎥
Would you send an email if it’d make you $1M?? Check out the incredible story of how Jackson became an Agent CRM user and the painful lesson he learned before joining us. This video is a must-watch for anyone looking to understand the power of timely and effective communication.
Watch the video here: The 1M Dollar Email That Did NOT Get Sent
📆 Social Planner – Huge Upgrade to the Post Composer! 📅
We’re excited to announce a major upgrade to our Social Planner post composer. This new feature brings a better preview look and feel, similar to industry leaders like Hootsuite. Now, you can compose posts with both images and videos, including YouTube, Reels, and TikTok. The upgraded text block composer area allows for greater flexibility, and our improved error display and post status selection make managing your social media easier than ever.
✅ Spring Cleaning with Bulk Actions ✅
It’s time for some spring cleaning! Declutter and stay on top of your account with our new asset management features:
- Bulk Delete Email Templates
- Bulk Delete Automations/Folders
- Bulk Publish/Draft Workflows
These features make keeping your account organized so much easier! Check out the loom on how to do this here.
⭐ Agent CRM Vision Statement ⭐
At Agent CRM, we envision a future where technology is seamlessly accessible to insurance agents, enabling them to thrive in their endeavors. By offering streamlined systems, comprehensive education, and unparalleled support, we strive to elevate the industry, one agent at a time. Our commitment to innovation and excellence ensures that you have the tools you need to succeed.
Features We Love:
- AgentAI: Train your own AI-powered assistant to automate lead follow-up and customer communication.
- Funnel Library + Builder: No limits on the number of funnels you can build, with 100s of ready-to-use funnels.
- Pre-Built Automations: Easily automate lead follow-up and customer communication.
- Integrates with Everyone: Compatible with other CRMs, lead vendors, marketing platforms, and social media websites.
- Unbeaten Speed-to-Lead: Instant phone calls and automations for immediate lead response.
- Complete Phone System: Boost productivity with a power dialer and A2P verification.
- Data Organization Tools: Efficiently organize contacts with customizable smart lists.
- Email Marketing Tools: Launch email campaigns with tracking and analytics.
- Reputation Management: Monitor and manage your online reputation.
- Social Media Marketing: Use our AI content generator for social media posts and graphics.
- 24/7 Support: Enjoy live chat, email assistance, direct phone support, and daily Zoom calls.
- We’ll Build it For You: Custom automations and funnels built by our expert team.
We’re here to help you succeed, and we’re excited to continue supporting you with the best tools and features in the industry. Thanks for being a part of the Agent CRM family!
The Agent CRM Team