At Agent CRM, we’re always asking: How can we help insurance agents communicate faster, smarter, and with less effort? Today, we’re answering that question with one of our biggest mobile ...
Updates
156 Articles
Agent CRM Updates
At Agent CRM, we know that your money is in the follow-up, but your follow-up is only as good as your list segmentation. Until now, tagging contacts based on their ...
📱 Insurance agents, this is the mobile upgrade you’ve been waiting for. We’re thrilled to announce that Inbound Call Transfers are now live inside the Agent CRM mobile app (powered ...
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 ...
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 ...