In the ever-changing world of insurance, having the right tools is crucial for success. In a recent conversation with Luis Moreno, a seasoned agent with 22 years of experience, and ...
Click And Play
27 Articles
When it comes to selling life insurance, capturing and nurturing leads is the key to long-term success. In today's digital age, utilizing a sales funnel is not just a smart ...
Agent CRM: The Negative Reviews You Need to Read Before signing up for Agent CRM, we know you want to get the full scoop, including the dirt. Checking out the ...
Ruben Carillio asked us, "Hey Team, So im going to implement the "life insurance quote" form into my follow up sequence however how can i set it up so that ...
Jose Brooks asked us, "Do I need any add-ons to build a landing page? Is there a video that shows how to do that?" "No you do not need ...
Walker Akers asked us, "Hey y’all. Brand brand new agent here. Just trying to kickstart my career! I just purchased the CRm and at the same time I purchased the ...
Group member asked us, "Hello, Where is the training located for following up and how to work the giveaway funnel leads? I watched an hour long video on it and ...
Walter Burchett asked us, "Anyone have any idea why there are duplicate triggers and campaign folders in my CRM?" "My guess is that you selected a click and play asset ...