Fred, an Agent CRM user, recently shared his experience with the platform, highlighting key strengths that set it apart from other CRMs. Here’s his Agent CRM review
If you’re wondering what makes Agent CRM different, read on for an inside look at what Fred values most about the platform and why he believes it has huge potential for insurance agents like you.
1. Outstanding Live Chat Support – Quick, Reliable & Efficient
One of the biggest positives Fred pointed out was the live chat support system.
✅ 85-90% of his issues were resolved quickly
✅ Found chat faster and more effective than phone support
✅ Appreciated how the support team was always ready to assist
For agents who prefer instant solutions without waiting on hold, Agent CRM’s live chat provides a fast, responsive way to get help. Whether you need guidance on setting up automations, integrating third-party tools, or troubleshooting an issue, our team is just a message away.
2. Customer Service That Proactively Helps Agents Succeed
Unlike many platforms where support is reactive, Fred found that Agent CRM’s customer service team is proactive and truly cares about user success.
🔹 Multiple team members reached out to help with onboarding
🔹 Follow-ups were consistent to ensure he stayed on track
🔹 Felt supported rather than left to figure things out alone
At Agent CRM, we believe your success is our success. That’s why our team doesn’t wait for you to struggle—we reach out before problems arise.
3. Friendly, Professional, and Knowledgeable Support Team
Fred praised the approachability and professionalism of the support staff. Unlike other platforms where customer service can feel frustrating or robotic, he found Agent CRM’s team to be:
✔️ Friendly & solution-oriented
✔️ Knowledgeable about the platform
✔️ Genuinely eager to help agents succeed
“The live support team is not only helpful but also friendly and professional. I’ve never felt like I was being ‘rushed’ off the chat.”
Whether you’re a tech-savvy agent or someone who prefers step-by-step guidance, our team is here to support you every step of the way.
4. Training Videos That Help Agents Learn at Their Own Pace
Fred appreciated the detailed training videos provided by Agent CRM.
🎥 Most of the videos were helpful and comprehensive
🎯 Step-by-step walkthroughs made learning easier
📌 Allowed him to learn at his own pace rather than feeling overwhelmed
While he noted some areas for improvement, he found the majority of the content beneficial. Our goal is to provide clear, practical training resources so that every agent—regardless of experience level—can fully leverage the power of Agent CRM.
5. A CRM That Listens to Its Users & Improves
Fred was particularly impressed by how Agent CRM listens to feedback and makes improvements based on user concerns.
🔹 Platform updates are driven by real user needs
🔹 Dispositioning system improved due to agent feedback
🔹 Continuous development based on agent input
“I can see that Agent CRM is actually listening to its users and improving things.”
Unlike other CRMs that force users to adapt to rigid software, Agent CRM actively evolves to better serve insurance agents.
6. Agent CRM Review: Recognizing the Power & Potential of Agent CRM
Even though Fred faced some onboarding challenges, he acknowledged that Agent CRM has powerful tools that can help his business grow.
🔹 Sees the platform’s potential once fully set up
🔹 Believes it will be a valuable asset in the long run
🔹 Understands that getting the most out of Agent CRM takes time and setup
Many agents who transition to a feature-rich CRM experience a learning curve. But once fully implemented, Agent CRM becomes a game-changer.
7. The Value of One-on-One Training Calls
Initially, Fred avoided scheduling an onboarding call but later realized how valuable it was after his teammate benefited greatly from the one-on-one training.
📌 Personalized support makes setup much easier
📌 Saves time compared to figuring things out alone
📌 Ensures you’re using the CRM effectively from the start
For agents new to CRMs, our one-on-one training sessions help you hit the ground running. Fred now recognizes that having personalized guidance would have made his setup process much smoother.
8. Grateful for the Support & Commitment from the Team
Even with his initial frustrations, Fred appreciated how Agent CRM worked with him to resolve issues and help him succeed.
✔️ Recognized the team’s commitment to making things right
✔️ Felt that his concerns were heard and addressed
✔️ Knows the support team genuinely wants users to succeed
Unlike other platforms where users feel lost in a sea of automation, Agent CRM is backed by a real team of experts who care.
Agent CRM Review: Why Fred’s Feedback Matters
Fred’s experience highlights what sets Agent CRM apart:
✅ Outstanding live chat & proactive customer service
✅ Friendly, knowledgeable support staff
✅ Comprehensive training resources
✅ Continuous improvements based on real user feedback
✅ A powerful platform with huge potential for agents
While onboarding challenges are real, our team is committed to guiding every agent to success. If you’re looking for a CRM that grows with you, listens to you, and helps you win in the insurance industry, Agent CRM is the solution.
Ready to Experience Agent CRM for Yourself?
If you’re tired of CRMs that don’t offer real support or keep up with your needs, it’s time to switch.
🎯 Sign up for a 14-day free trial today and see why agents like Fred are choosing Agent CRM!
👉 www.agent-crm.com
