If you’ve ever launched an email campaign and thought,

“I wish I could just send this to a few specific groups—without creating a bunch of Smart Lists first,”
this new update is for you.

The Build Segments feature inside Agent CRM now lets you build your perfect recipient list right inside the email campaign. No more switching tabs, no more pre-building Smart Lists, and no more second-guessing your targeting.

This is a game-changer for insurance agents who want to send:

  • Cross-sell campaigns to segmented clients

  • Follow-ups to engaged leads (but not cold ones)

  • Newsletters to active customers (while skipping past clients)

  • Birthday or review reminders to certain tags—but not others

Let’s break down what this feature is, how it works, and give you a few examples you can use today.

What Is “Build Segments”?

Build Segments lets you create complex recipient targeting directly inside the email campaign builder, using:

  • Tags

  • Smart Lists

  • Specific contacts

  • Pre-built segments (like “Engaged in last 30 days”)

You can now combine, exclude, and refine your audience without ever leaving the page.

How It Works (Simple Breakdown)

You’ll use logic builders like:

  • AND = All conditions must be met

  • OR = One or more conditions must be met

  • “Is not” = Exclude specific people, tags, or segments

The system reads your logic from top to bottom, meaning it applies each condition in the order you stack it. Think of it like a layered filter system.

Best Practices for Agents

  • Use OR when combining similar groups (e.g., clients with different product tags)

  • Use AND to drill down (e.g., someone is both a client and has booked a review)

  • Put exclusions (“is not”) near the bottom so they clean up your final group

  • Break big logic stacks into smaller chunks if things get confusing

Real Examples for Insurance Agents

Here’s how this helps you send smarter, more targeted campaigns:

Example 1: Cross-Sell to Term or Auto Clients (But Not P&C Bundle Clients)

  • Tag is “Term Life Client”

    • OR

  • Tag is “Auto Client”

    • AND

  • Tag is not “P&C Bundle Client”

Why it’s useful:
Promote a new umbrella product or multi-policy discount only to clients who might benefit from it, without sending to clients who already have it.

Example 2: Send a “We Miss You” Campaign to Lost Leads

  • Smart List is “Leads Added Before 90 Days Ago”

    • AND

  • Tag is “Not Yet Booked”

    • AND

  • Tag is not “Client”

Why it’s useful:
Re-engage older leads who never scheduled a call—and skip active clients or newly added leads who don’t belong in this sequence.

Example 3: Send Birthday Messages to Engaged Clients Only

  • Segment is “Engaged in last 30 days”

    • AND

  • Tag is “Birthday Month – April”

Why it’s useful:
You stay personal, timely, and visible with clients who are still opening your emails—without wasting outreach on inactive records.

Pro Tips

  • You can’t exclude Smart Lists directly (e.g., “Smart List is not”)—but you can use tags or segments to do similar filtering

  • Your list is not frozen at the time you build it—the segment is evaluated at the time of sending, so your list stays dynamic

  • Use pre-built segments like “Engaged” or “Unengaged” for deliverability-friendly targeting

  • Combine tags + Smart Lists + contact exclusions for super precise targeting

Final Thoughts: Personalization Is Power

As an insurance agent, your clients expect messages that speak to them—not just generic blasts. With this new Build Segments feature, you now have the power to:

  • Refine your list

  • Personalize your content

  • Exclude irrelevant contacts

  • Send smarter campaigns—without needing extra Smart Lists

Whether you’re sending review reminders, cross-sell campaigns, event invites, or win-back sequences, Build Segments helps you deliver the right message to the right people—every time.

👉 Try it now in your next campaign. Not using Agent CRM yet? Start your 14-day free trial here and experience smarter email marketing today.

More Email Marketing in Agent CRM:


Email, Updates

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