The Agent CRM Dialer now supports dynamic call scripts that show up directly inside your browser when you’re making a call.

If you’re using Agent CRM’s built-in dialer to contact leads or clients, this feature is a total game-changer.

🧠 What Are Call Scripts in Agent CRM?

Call Scripts are pre-written, customizable scripts that automatically appear when you make a phone call from inside Agent CRM. You can:

✅ Create scripts for different campaigns (e.g. Final Expense, Medicare, Recruiting)
✅ Format your scripts with bold text, line breaks, and bullet points
✅ Insert custom fields like the lead’s name, renewal date, carrier, and more
✅ Access your scripts in real-time while the phone is ringing
✅ Eliminate sticky notes and clunky paper scripts for good

This means no more toggling between browser tabs or frantically searching for policy info mid-call.

💬 How It Works: Step-by-Step

  1. Open a contact inside Agent CRM

  2. Hit the phone icon to make the call

  3. As the dialer starts ringing, click on the “Scripts” tab

  4. Your selected script appears right there—with custom fields already populated

🔥 Example:
Let’s say you have a “Final Expense – New Lead” script.

You can start the call with:
Hi {{contact.first_name}}, thanks for requesting information about final expense coverage!
…and instantly access their policy info, appointment time, or carrier details using custom fields—no memorization required.

✍️ How to Set Up Call Scripts in Agent CRM

Here’s how to set it up in minutes:

  1. Go to Settings → Phone Numbers

  2. Click on Advanced Settings

  3. Scroll to Call Scripts

  4. Add a new script or edit an existing one

  5. Use the custom field dropdown to insert dynamic data

  6. Format your script however you’d like (headers, spacing, bullet points)

You can now reference these scripts during live calls—helping you stay professional, confident, and on track.

🧠 Pro Tips from Will Winter

“This is one of those features that’s easy to overlook, but once you start using it, you won’t go back. It saves time, keeps your calls tight, and helps you close more confidently.”

✔️ Use different scripts for different campaign types
✔️ Reference custom fields like carrier, income, and birthdate
✔️ Remove the guesswork and standardize your call flow across your team
✔️ Ask your VA or assistant to preload scripts for your agents

🎯 Why This Matters for Insurance Agents

Whether you’re selling final expense, Medicare, annuities, or ACA plans—every call counts.

Having the right words in front of you at the right time can mean the difference between a booked appointment and a dead lead.

Call Scripts help you:

📈 Improve conversion rates
⏳ Save time hunting for info
📣 Standardize conversations across your team
🧠 Stay focused and confident on every call

🚀 Next Steps

If you’re already using Agent CRM:

  1. Jump into your Phone Settings and add your first script

  2. Test it out with a test call

  3. Customize your scripts with dynamic fields for even more personalization

Not yet using Agent CRM?

👉 Start your free 14-day trial today
No credit card. No risk. Just tools that make you better.

💬 What Script Will You Add First?

Let us know in the comments: Are you building a Final Expense lead intro? A recruiting cold call opener? Or a Medicare review follow-up?

We’d love to hear it—and help you optimize it inside Agent CRM.

Now go build your script library and watch your conversations (and conversions) improve!


Phone and Text

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