We just posted a free demo of the Agent CRM platform for HealthMarkets agents! Sign up for a free trial today! http://www.agent-crm.com/2-week-trial-form “Agent CRM is the automation tool that will take your insurance business to the next level. Most agents miss out on opportunities because…
Agent CRM Support
1 Min Read
Mike Harless asked us, “What is the most effective way to Power Dial a list of 100 leads?” “check out this video that my team made: https://www.loom.com/share/b4221d59db1d4e6b8ab409e6054619f9? ”
Agent CRM Support
1 Min Read
Jhoana M Moore asked us, “Is pipeline synonymous to campaigns and workflows? Can’t find the tab for it. Trying to use the power dialer. (Setting up manuals calls) Im saying this because I only have Workflow under Automation – there’s no campaign nor Triggers in…
Agent CRM Support
1 Min Read
David Facer asked us, “How do you put a website link in a text message?” “You type out the link in its entirety, including “http://” you have to type it out there no html in text messages”
Agent CRM Support
1 Min Read
If you’re an insurance agent who’s looking for a marketing software platform that includes a funnel builder, then Agent CRM is a great option. With Agent CRM, you can build, edit and manage funnels all within your account. Plus, it can replace ClickFunnels and other…
Agent CRM Support
1 Min Read
Mike Pacheco asked us, “Does this platform support 2 way texting and is there a tutorial?” “It does support two-way texting – you send a text from the platform and any incoming texts will pop up in the Conversations tab”
Agent CRM Support
1 Min Read
Johanna Cabrera asked us, “Good morning , is there a way to link Google voice message into agent CRM ? 🤔 “Hi, unfortunately there’s no direct integration between Google voice message and Agent CRM.” Johanna Cabrera asked us, “I’m sorry , I need to…
Agent CRM Support
1 Min Read
Franco Stella asked us, “How can I create a calendar of different events and accept multiple RSVPs to attend these events/meetings? Say I want to have a Medicare 101 seminar on 5/18 at 6pm at Jims Restaurant and another on 5/20 at 12pm and I…
Agent CRM Support
1 Min Read
Manuel Richard Mancha Sr. asked us, “Hello, Thanks for the add. Excited to be in this group. Had a quick question. I used Phoneburner in the past. Does our phone dailer have a number we call. Or is everything used on the computer? I am…
Agent CRM Support
1 Min Read
Jhoana M Moore asked us, “Hello there! Thanks for the add. Pretty excited to learn the system. Just curious if it records the conversation if making/receiving calls. Please advise. Thanks” “Hi! Welcome! Yes! Agent CRM keeps a record of all the conversations you’ve had…
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