If you're new to Agent CRM, there’s good news—you don’t need to build a drip campaign from scratch. The 2.5 🔵 Lead Nurture workflow is already installed inside your Branning ...
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.
Just signed up for Agent CRM? You’re in the right place. Starting strong is the key to long-term success. The first hour you spend setting up your system will determine ...
How to Instantly Capture Facebook Leads in Agent CRM Running Facebook ads? Great. But if your leads aren’t flowing directly into your CRM, you’re leaving money on the table. Manually ...
If your contact import fails, it’s more than just a tech glitch—it can delay your follow-ups, mess up your automations, and cost you leads. Clean imports = smooth automation + ...
Add Contacts in Seconds: Never Lose a Lead Again As an insurance agent, speed and organization are everything. Every new lead that slips through the cracks is a missed sale. ...
As an insurance agent, your calendar is more than just a scheduling tool—it’s your silent assistant. A properly configured calendar does a lot of heavy lifting for your business: It ...
If you’re an insurance agent working from your phone, this update is going to feel like a productivity superpower. We’re excited to announce a major upgrade to the mobile calling ...
If you’re using Canopy Connect to collect your insurance prospect’s policy data, you already know how valuable that information is. But what happens after they submit the form? Without automation, ...