If you've ever missed a hot lead because you waited too long to follow up, you’re not alone. Most businesses miss out on 78% of potential leads simply because they ...
Software
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If you’re an insurance agency owner, chances are you wear too many hats—lead generator, tech support, trainer, appointment setter, recruiter... the list goes on. The truth is, scaling your agency ...
If you’ve ever wondered, “Did I follow up with that lead?”—you need to start using Pipelines inside Agent CRM. The Pipeline tool (also called Opportunities) gives you a visual layout ...
If you're an insurance agent, you’ve felt the pain of cold leads. You worked hard (and paid good money) to generate those contacts—but now they’re just sitting in your database, ...
Imagine logging into your CRM and having everything already built—campaigns, workflows, pipelines, automations—tailored specifically for your insurance niche. That’s exactly what you get with Branning Bundles inside Agent CRM. Whether ...
Automations are the heart of Agent CRM—but your workflows are only as good as your trigger logic. Knowing when to use “AND” vs. “OR” can mean the difference between sending ...
Your forms just got a serious style upgrade! We’re thrilled to announce the brand-new Enhanced Button Styling Experience, designed to give you more power, flexibility, and flair when customizing the ...
We’ve just rolled out a sleek new feature that will instantly enhance the mobile experience for your leads and prospects: a Mobile-Optimized Progress Bar for all multi-step surveys and quizzes! ...