Automations are the heart of Agent CRMâbut your workflows are only as good as your trigger logic. Knowing when to use âANDâ vs. âORâ can mean the difference between sending ...
Technology
78 Articles
The simplest form of technology is the development and use of basic tools. The prehistoric discovery of how to control fire and the later Neolithic Revolution increased the available sources of food, and the invention of the wheel helped humans to travel in and control their environment.
Your forms just got a serious style upgrade! Weâre thrilled to announce the brand-new Enhanced Button Styling Experience, designed to give you more power, flexibility, and flair when customizing the ...
Weâve 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! ...
Got a question? Stuck on a setup step?Donât worryâAgent CRMâs support team is just a click away. Whether itâs a quick fix or a full walkthrough, our support options are ...
Automation is powerfulâbut timing is what makes it effective. If you send all your emails or texts back-to-back, your leads might feel overwhelmedâor worse, tune you out. Thatâs why Agent ...
đ How to Connect Your Branded Domain to Agent CRM Want to take your insurance business to the next level?Start by connecting your own branded domain inside Agent CRM. Instead ...
Weâve just rolled out one of the most requested features in Social Planner â and itâs a total game changer for insurance agents who want to make their brand shine ...
If youâve ever lost a lead because you forgot to follow upâor didnât know where they stood in your processâyouâre not alone. Thatâs why pipelines are your secret weapon inside ...