At Agent CRM, we are committed to providing insurance agents with the tools they need to streamline their workflows, manage leads efficiently, and grow their businesses. Leveraging the power of the HighLevel platform, we are excited to announce a series of updates from LevelUp Day 2024. Insurance Agents will love these

We’re talking over 300 new features, enhancements, and updates that will enhance your experience with Agent CRM. These updates are designed to improve calendar management, email marketing, social media planning, reporting, and much more.

You can watch our video that walks through these new features, or scroll down and read our summary

Enhanced Calendar Management

1. Calendar Troubleshooting Tool Our new Calendar Troubleshooting Tool provides visibility into why certain time slots are unavailable for booking. This tool offers detailed insights into the effects of various calendar settings, helping you optimize your scheduling and avoid missed opportunities. (You can read more about this feature in this High Level Blog Post)

 

2. Add Notes Per Appointment Users can now add, edit, and track notes for individual appointments directly within the Appointment Modal and Contacts & Conversations tab. This feature ensures that all relevant information is readily available, enhancing the quality of your client interactions. (You can read more about this feature in this High Level Blog Post)

New Task Features in HighLevel

3. Recurring Tasks Say goodbye to manual duplication with our Recurring Tasks feature. Users can set up tasks to recur at specified intervals, ensuring that important tasks are never forgotten and saving valuable time. (You can read more about this feature in this High Level Blog Post)

Advanced Email Marketing Tools (HighLevel is getting better and better)

4. Pre-Built Segments for Targeted Email Campaigns We now offer pre-built contact segments that enable users to automatically segment their audience based on engagement with previous email campaigns. This feature ensures that your messages reach the right people at the right time. (You can read more about this feature in this High Level Blog Post)

5. Forms and Inline Surveys in Email Campaigns Users can now embed feedback forms and surveys directly into email campaigns, allowing for one-click feedback collection. This feature makes it easier to gather insights and improve your marketing efforts. (You can read more about this feature in this High Level Blog Post)

6. Conditional Elements in Email Builder Our Conditional Elements feature allows users to add personalized content to emails, displaying different elements based on contact-specific conditions. This personalization helps increase engagement and conversion rates. (You can read more about this feature in this High Level Blog Post)

Improved Workflows and Collaboration Tools

7. Workflows: Notes and Stickies Users can add notes and sticky reminders at both the workflow and action levels. This customization option is perfect for tracking and collaboration, ensuring that team members stay on the same page. (You can read more about this feature in this High Level Blog Post)

8. Email: Workflow Email Statistics Integration Workflow email stats are now integrated with email campaign analytics, providing a streamlined way to track and edit your campaigns. This integration helps you understand which emails are performing well and which need adjustments. (You can read more about this feature in this High Level Blog Post)

Enhanced Social Media Scheduling and Reporting Tools in HighLevel

9. Social Planner: Advanced Statistics Our Social Planner now offers deeper insights into Facebook and Instagram performance, including demographics, engagement, and weekly trends. These insights help you optimize your social media strategy. (You can read more about this feature in this High Level Blog Post)

10. Reporting: Custom Reports Users can design, schedule, and share fully customizable reports using a drag-and-drop interface with multi-page support and personalization options. This feature makes it easier to track and analyze your performance metrics. (You can read more about this feature in this High Level Blog Post)

Smart List and Opportunity Management

11. Workflows: Advanced Filters & Smart Lists Filter workflows by various criteria and save custom views for easy access. This feature helps you manage complex workflows more efficiently. (You can read more about this feature in this High Level Blog Post)

12. Opportunities: Customize Opportunity Card Users can personalize opportunity cards by selecting up to 7 fields (standard or custom) and choosing between Default and Compact views. This customization ensures that you have the most relevant information at your fingertips. (You can read more about this feature in this High Level Blog Post)

Funnel and AI Innovations

13. Funnels & Websites: Webinar Funnels Create both On-Demand and Live Webinars directly within the platform to boost engagement and conversions. This feature is perfect for virtual seminars, live Q&A sessions, and recruiting webinars. (You can read more about this feature in this HighLevel Blog Post)

14. AI: Funnel AI (Beta) Our Funnel AI (Beta) feature automatically generates optimized funnels tailored to your business needs using AI. This innovation saves time and ensures your funnels are built to convert. (You can read more about this feature in this HighLevel Blog Post)

Reputation Management and CRM Enhancements

15. Reputation Management: New Review Trigger Automate workflows based on new Google and Facebook reviews using mapped review data. This feature helps you manage your online reputation more effectively. (You can read more about this feature in this HighLevel Blog Post)

16. CRM: Create Associations Between Contacts Define relationships between contacts with custom labels and manage associations directly within contact views. This feature is particularly useful for managing family or business connections. (You can read more about this feature in this HighLevel Blog Post)

HighLevel Now Has Quizzes and an AI-Powered Workflow Builder

17. Quizzes: Quiz Builder Easily design quizzes with flexible layouts for lead generation, learning assessments, and product promotions. This tool is perfect for engaging prospects and clients in a fun and informative way. (You can read more about this feature in this HighLevel Blog Post)

18. Workflow AI Assistant Our Workflow AI Assistant provides step-by-step guidance, suggests the right actions for specific use cases, and offers insights on how to optimize your workflow. This assistant is designed to save you time and improve your efficiency. (You can read more about this feature in this HighLevel Blog Post)

➡️ To learn more about these updates and more, visit: LevelUp Day 2024: The Latest HighLevel Features, Enhancements, and Upgrades.

Exclusive Tools from Agent CRM

Agent CRM is packed with exclusive tools designed to fuel your success—all at the same cost as a GoHighLevel starter plan. With features designed specifically for insurance agents, Agent CRM empowers you to thrive in a competitive market. We are built on top of HighLevel so you don’t lose anything by signing up with Agent CRM, instead you gain by getting acess to our support, our tools and our pre-built assets.

Agent CRM Exclusive Features (High Level doesn’t have these): 

🤖 AgentAI: The new AgentAI integrates seamlessly with Agent CRM, and the calendar you’ve connected – it’s so easy for prospects to book on your calendar! It’s like “Calendly 2.0”. Our AI engine is built with guard rails to keep you compliant and safe, unfortunately the internal High Level AI engine is not.

🤝 Team Plans: Share assets and contacts, making teamwork seamless.

☎️ Live Daily Support: Engage with experts via Zoom from 7am–6pm PST—plus phone and Facebook support!

🛠️ Marketing+ Upgrade: Launch 30+ Meta & Google ads from your dashboard, with expert-led strategy calls!

🎯 One-on-One Expert Help: Personalized setup and strategy guidance from industry pros.

🔌 Third-Party Integrations: Connect with tools like Wavv and Mailbox Power for a streamlined workflow.

💰 Revenue+ Program: Convert leads into revenue opportunities, adding to your bottom line.

🧐 50+ Educational Courses: Master essential skills with courses for every career stage.

▶️ Click & Play Library: Access 160+ ready-to-use campaigns, our famous “Branning Bundles”, and referral systems.

Testimonials from Happy Agent CRM Users

Arturo Johnson — “Agent CRM is the tool that will take your business to the next level. We use it & we love it.”

Luis Moreno — “Agent CRM is the most valuable tool that an agent can have. It is like a hammer to a carpenter. The best tool out there is Agent CRM!”

David Duford — “I wanted to highlight Agent CRM because of their great support options. You’ll discover a huge benefit of using Agent CRM over other ones that are out there!”

Cody Askins — “This is no doubt the best tech tool for agents to increase productivity and efficiency immediately!”

"Agent CRM's support is unmatched. I’ve had countless conversations about launching my system, but every time support came up, I quit—until I found Agent CRM. Their team not only takes care of people, but they make sure everything works perfectly. Honestly, I didn’t think it was possible until I partnered with them." – John Wetmore

“Agent CRM’s support is unmatched. I’ve had countless conversations about launching my system, but every time support came up, I quit—until I found Agent CRM. Their team not only takes care of people, but they make sure everything works perfectly. Honestly, I didn’t think it was possible until I partnered with them.” – John Wetmore

Agent CRM Is Built For Insurance Marketing – We’re the Biggest Because We’re the Best

Many insurance agents struggle with managing their leads and automating their workflows. Agent CRM addresses these pain points by offering a comprehensive suite of features tailored specifically for insurance agents; from automated lead management to advanced email marketing tools, Agent CRM is designed to help you succeed. Our new Branning Bundles have everything you need to sell your specific insurance product, including a high-speed “New Lead” workflow, year-long nurturing, and more!

Do you already have a HighLevel account but want to switch to Agent CRM? We can transfer your account to Agent CRM without any loss of data! 

Try Agent CRM Today!

Experience the power of Agent CRM for yourself. Sign up for a free trial at Agent CRM and see how our platform can transform your insurance business. With our robust features and unparalleled support, you’ll be able to manage your leads, engage with clients, and grow your business like never before.

HighLevel vs Agent CRM - insurance agents' comparison graphic, with pricing and feature list


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