As an insurance agent, you should use drip email campaigns to stay top of mind! Here’s a few drip email campaigns every insurance agent should have in their toolbox: ✉️ ...
84 Articles
Ton Franklin asked us, "Can I add staff members' email addresses to SendGrid and have CRM send from them?" "Yes! You can log in to your own Sendgrid account by ...
How to enable Google Email Two-Way Sync Print What is Email Two way sync? Users can connect their personal Gmail or Outlook email accounts and sync outgoing & incoming emails between ...
How the sender domain mapping works for different types of emails: Individual Email: On connecting a personal email account (Outlook or Gmail), the Outlook or Gmail email ID will be considered ...
Update Email: This helps users change their connected email ID to another without disconnecting the previous connection. New outbound emails from the CRM will start syncing with the newly added email ...
Jon Jordan asked us, "Should we authenticate our domain in SendGrid? I have single users authenticated but not the domain DNS." "No need, you can just add senders, verify them, ...
Greg Crawford asked us, "Is the 2-way email response direct to Gmail upgrade in effect yet?" "It will be live soon! We'll make an announcement when it's up. We'll have ...
Flav Medeiros asked us, "What do I use for email sending? Sendgrid, mailgun, send in blue? Can I use my own like AWeber or something? "By default Agent-CRM uses SendGrid, ...