If you’ve ever spent time writing the perfect email campaign—only to lose it all thanks to a rogue click, a bad Wi-Fi signal, or that dreaded Mac left-swipe—this update is for you.

At Agent CRM, we know how critical every client interaction is, especially when you’re using email marketing to follow up with leads, remind clients about appointments, or introduce new insurance products. That’s why we’re thrilled to announce our new Autosave feature for the Email Builder — now live in Beta!

🚨 The Problem We Solved

Before this release, agents shared a common frustration:
“You spend 20 minutes customizing your email, then accidentally refresh the page—and it’s all gone.”

That meant lost time, lost focus, and sometimes lost sales.

🆕 What’s New in the Email Builder (Beta)

Here’s how we’re making sure that never happens again:

✅ Autosave in Real-Time

Your unsaved edits are now automatically saved as a version during your session. Whether you’re customizing your Medicare follow-up or a life insurance nurture email, your hard work is safe.

🕒 Last Saved Hover View

Just hover over the Autosave label to see when your email was last saved—so you know your progress is secure.

🧭 Version History

Want to go back a few steps? No problem. Version History lets you revisit earlier versions of your draft and restore with ease.

⚙️ Flexible for Teams

Need to disable autosave temporarily? Our support team can turn it off on a per-session basis for advanced troubleshooting or testing scenarios.

💼 Why This Matters for Insurance Agents

When you’re writing emails that:

• Re-engage old leads

• Confirm appointments

• Offer cross-sell opportunities

• Educate on Medicare enrollment

• Promote final expense products

…losing your content isn’t just annoying — it can cost you business.

Autosave gives you peace of mind and protects your productivity, especially if you’re building campaigns in a busy office or working between client appointments.

🛠️ How to Turn On Autosave in Your Agent CRM Account

• Head to your Agent CRM dashboard
• Go to Settings → Beta Labs
• Find “Enable Autosave in Email Builder” and switch it ON
• Open any email campaign in the Email Builder — autosave is now active!

🎥 Watch the walkthrough video:
👉 https://share.descript.com/view/CGdQpQCotdq

🚀 Final Thoughts

This update might seem small—but it’s a game-changer for the way insurance agents work. Whether you’re writing a last-minute email for open enrollment or setting up your monthly nurture campaign, Autosave ensures your work is never lost.

Stay focused on selling and serving — and let Agent CRM handle the safety net.