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Phone and Text

199 Articles
From Contact to Close: How Top Insurance...

When most people think about insurance sales, they focus on the close. The script.The objections.The presentation. But the agents consistently producing the highest numbers understand something important: The close is ...

The 7-11-4 Rule: Why Insurance Agents Ne...

There’s a piece of research from Google that every insurance agent should understand because it completely changes how we think about lead follow-up. It’s called the 7-11-4 rule. According to ...

How to Share Your Contact Card With Lead...

🚀 A Simple Way to Build Trust Faster With New Leads When a new lead comes in, your first message matters. But here’s the problem: if they do not recognize ...

Why Email + Text Campaigns Are Your Most...

If you’re looking to scale your business using Agent CRM, there’s one high-impact tool you can’t ignore: Email + Text Campaigns. These aren’t just “nice to have.” When used correctly, ...

How to Set Up Your Phone System Inside A...

So, you’re ready to start calling and texting through Agent CRM — let’s make sure you’re set up correctly, compliant, and maximizing every feature available. This guide will walk you ...

 No More A2P Resubmission Fees — Startin...

As of today, Agent CRM users will no longer be charged for resubmitting A2P campaigns. This is not a drill. This is not a “coming soon.” This is LIVE and ...