With this update, users can now access and share a direct link to the QR Code right from inside the builder.
For annuity sales agents, where your success hinges on trust, education, and timing, this is a major threat.
This isn’t just another update. It’s a shift in how outreach works — and the agents who prepare now will win more business, earn more referrals, and build stronger client relationships.
Every call you make could be the one that helps a family secure their home, protect their loved ones, and plan for the future.
No need to wait hours for email replies, support tickets, or Facebook threads. Now, help is just a message away with the brand-new Agent CRM Support Bot!
One blocked call could mean losing an employer with 50+ employees — and a few missed calls a week could slash your commissions in half.”
Before you start using Agent CRM to generate leads and book appointments, there’s one critical setup step you can’t skip: Updating your Essential Automations
Agent CRM has rolled out a new suite of game-changing tools built specifically for Medicare agents who want to grow faster, serve better, and automate smarter.