Introduction Annuity marketing is a crucial element of success for financial advisors and firms. In this blog post, we’ll explore the basics of annuity marketing, including what it is, its benefits, and the different types of annuities and target audiences. Understanding Annuity Marketing Annuity marketing…
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Heritage Life Solutions asked us, “How can I refer some of my colleagues to Agent CRM with my affiliate link and share specific funnels, campaigns, automation and triggers? Is that possible? Please advise, thanks.” “You can share your funnels, workflows, all of it – and…
Greg Crawford asked us, “QUESTION: How do you use your domain for your landing pages without disrupting my main site on WordPress? I connected my domain to Agent CRM but then my www.mainsite was redirecting to a landing page inside Agent CRM.” “Use sub-domains for…
Matthew Burleson asked us, “I am setting up an internal notification in one of my workflows. When I do that it is asking me to select a redirect page. I am not sure what this is. I have 3 options if that makes a difference:…
We’re excited to introduce Agha, our newest support team member! He joins us as a project manager with extensive experience in the technology industry. With his help, we’ll be able to provide even better support to our clients as they transition to using Marketing+. Give him a warm welcome the next time you see him in the support forums!
Enza Baiarunas asked us, “Is there a way to link up Ezlynx and Agent Crm?” “Yes you can, watch this loom please: https://www.loom.com/share/a71fa8f451b646b5bcf5cd0b98cd415e Thanks”
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 Facebook ads mastery and the giveaway funnel boot camp. Where do I find those videos…
Justin Asked us, “AFFILIATES!! – Do you have any suggestions that has worked in regards to getting more and more people to sign up with this amazing software and platform? I have over 100k contact list and I’d like to know the most effective way…
Bailey Berentsen asked us, “Does anyone have an idea on why one of our users isn’t able to import contacts? All permissions have been turned on. The button to import is not available” “Only admin can import contacts, if you switch the role of that…
Felicia Pouncil asked us, “Is agent crm still offering the referral link? If so where do I find my link?” “Yes we are!! http://affiliates.branninggroup.com“