You can now access and view form submissions directly inside the Conversations module. That means when a contact submits a form, your team can review what they submitted in the ...
Updates
137 Articles
Agent CRM Updates
A lot of insurance agents are attracted to niche marketing for the same reason: It looks efficient. Pick a market. Create an ad. Run the campaign. Start generating leads. But ...
Any email—from your inbox or a previous marketing platform—can now become a fully editable template inside Email AI within minutes. No more copying, pasting, and rebuilding layouts by hand. The ...
🚀 What Smart Lists Are (and Why They Matter) Contact folders… let’s talk about it. In Agent CRM, Smart Lists are the “contact folders” that help you organize: Who is ...
🎯 The Big Misconception About Growth A lot of insurance agents think growth comes from one thing: more leads. And while lead flow matters, it is not the only lever ...
Welcome to the first Insurance Playground Workshop. The goal of this concept is simple: Build a marketing system that helps you: ✅ attract clients✅ keep them✅ create an experience that ...
😬 The Fear Most Agents Have About Niches One of the most common fears insurance agents have about niche marketing is this: “If I narrow my focus too much, won’t ...
One of the biggest mistakes insurance agents make is building their entire business around a product instead of a person. They become known for selling life insurance. Or Medicare. Or ...