At this year’s InsurTech conference, one of the most forward-looking sessions introduced a concept that could redefine the way insurance agencies operate: Agentic AI. If the term is new to ...
Updates
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Agent CRM Updates
The AI hype cycle has passed. We're now in the era of practical implementation—and the message from the AI in Insurance panel at InsurTech was clear: It’s not about shiny ...
“Fast. Simple. Personalized.” We see these promises everywhere in insurance marketing—but for many clients, the reality is anything but. That disconnect was the focus of one of the most compelling ...
If you’ve ever launched an email campaign and thought, “I wish I could just send this to a few specific groups—without creating a bunch of Smart Lists first,”this new update ...
Two major updates inside Agent CRM’s Social Planner are now live—and they’re here to help you expand your reach and improve your results: ✅ Instagram Collab Posts ✅ Built-in Link ...
As your CRM grows, so does the clutter. We’ve heard from countless users: managing custom fields—especially deleting them—can be tedious and frustrating. That’s why we’re excited to introduce an exclusive, ...
At Agent CRM, we believe in rewarding the people who help us grow—and we’re excited to announce big changes to the Agent CRM affiliate program that make it more profitable, ...
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, ...