If you’re an insurance agent working from your phone, this update is going to feel like a productivity superpower.
We’re excited to announce a major upgrade to the mobile calling experience inside Agent CRM — built for agents who are constantly on the move, handling leads, clients, and follow-ups in real time.
Gone are the days of scribbled notes, forgotten follow-ups, or jumping between tabs. With this new release, everything you need to take action during and after a call is now right at your fingertips, without leaving the call screen.
🚀 What’s New: Take Action While You Talk
Whether you’re booking a Medicare review or confirming a life insurance application, your CRM should help you do the work, not just log it.
Here’s what you can now do during a call on the mobile app:
✅ Access and Schedule Calendars
Set a follow-up appointment without leaving the screen.
📝 Take Real-Time Notes
Document the call as it happens, so you never forget the important stuff.
📆 Create and Manage Tasks
Need to send a follow-up quote or check a policy detail? Log the task immediately, right from your call.
💰 Review or Log Payments
Take payment-related notes or confirm transactions while the client is still on the line.
🚫 Activate DND (Do Not Disturb)
Pause notifications for specific contacts when needed.
👤 View Full Contact Profiles
See tags, previous messages, and notes instantly — so you’re always prepared before you speak.
📲 After the Call: The Power Continues
Once your call ends, you’ll get a new Call End screen that lets you take fast action while the conversation is still fresh:
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Add Tags
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Write or view Notes
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Schedule a Calendar event
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Assign or complete Tasks
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Send a follow-up Message
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Review or update the Contact Profile
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Call them back or initiate a new message
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Toggle DND on/off
All in one place. All with one tap.
🎯 Why It Matters for Insurance Agents
For most agents, every conversation is an opportunity — to build trust, move a sale forward, or deliver great service.
But without the right tools on mobile, important moments get lost.
This update turns every call into a streamlined, actionable workflow:
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Following up becomes immediate, not forgotten
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Notes are accurate and timely, not delayed
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Tasks are assigned before the lead goes cold
Whether you’re in the field, between appointments, or just stepping away from your desk — Agent CRM’s mobile call experience now works at your speed.
🔧 How to Use It
Download our mobile app and start using the upgraded dialer!
💡 Final Thoughts
In insurance sales, every second counts — especially on the phone. With this new mobile upgrade, Agent CRM is making sure your time on a call is time well spent.
Get more done, faster. Close the loop while the conversation is happening. And never miss a next step again.
Already an Agent CRM user?
➡️ Open your mobile app and experience the upgrade.
Not using Agent CRM yet?
➡️ Start your 14-day free trial here — and put smart calling in your pocket.
