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 yet. Version v3.98.1 (and above) brings you four powerful new features that turn your Conversations tab into a powerhouse of productivity.

Whether you’re managing leads, sending quotes, or answering client questions, these new mobile features help you respond with precision and automation—right from your phone.

Let’s break down each new feature and why it matters for insurance professionals.

🔗 1. Trigger Links – Now on Mobile!

If you’re not using Trigger Links yet, you’re about to be obsessed.

A Trigger Link is a trackable URL that can:

• Fire off an automation when clicked
• Tag a contact
• Move them in a pipeline
• Or send them a follow-up campaign

Now that you can insert and monitor these links from your mobile device, you can:
✅ Text a quote or appointment link
✅ Know exactly when they click
✅ Trigger a follow-up if they ghost
✅ Automate reminders or upsell sequences

Example:
“Here’s the Medicare info you requested 👉 [Trigger Link]”
If they click but don’t respond, Agent CRM automatically follows up the next day.

It’s not just a link—it’s a smart conversation trigger.

✉️ 2. Custom Values in Conversations

Tired of copying and pasting contact names or appointment times?

Custom Values let you insert dynamic fields—like the lead’s name, appointment time, or policy type—into your messages, with one tap.

These aren’t just placeholders. They’re personalization tools that:

• Save you time
• Eliminate manual errors
• Make every message feel custom-written

Example:
“Hi {{contact.first_name}}, just confirming your appointment on {{appointment.date}}.”

This kind of message builds trust, shows attention to detail, and keeps your mobile outreach clean and consistent.

💬 3. WhatsApp Flows Support (For WhatsApp Users)

If you’re using WhatsApp for lead communication (especially for international clients), Flows are your new secret weapon.

Think of WhatsApp Flows as interactive message templates with built-in buttons and mini-journeys.

With Flows, your client can:

• Confirm an appointment
• Fill out a pre-call form
• Choose a product
• Or request a callback
  —all within the WhatsApp chat.

No jumping between apps. No lost links.

It’s a powerful feature for agents who want to use automated client journeys inside a messaging platform.

🗂️ 4. Organized Snippet Folders – Speed Up Your Replies

Snippets are reusable message templates you can drop into any conversation.

But if you’ve built a library of FAQs, pricing info, onboarding instructions, or reminders—things can get messy.

Now you can:
✅ Organize your snippets into folders
✅ Search by keyword or title
✅ Find and send the right message in seconds

Example folders:

• “New Leads – Intro”
• “Appointment Instructions”
• “Underwriting Questions”
• “FAQs – Life Insurance”
• “Renewal Reminders”

This is a huge time-saver, especially for busy agencies or VA teams handling daily client conversations.

🎯 What This Means for Insurance Agents

You can now:

• Trigger automations from a message
• Personalize texts with one tap
• Let leads self-serve via WhatsApp
• Reply 5x faster with pre-written, organized messages

That’s how you turn your mobile CRM into a sales and service machine.

Whether you’re in the office, out in the field, or working from your car between appointments—your CRM just got a whole lot smarter.

✅ Update to Version v3.98.1+ to Access These Features

These updates are live now in the Agent CRM mobile app (powered by HighLevel and LeadConnector).

🔗 See the full changelog
🎥 Watch the demo

🚀 Ready to Build Smarter Conversations?

If you’re already using Agent CRM, make sure your app is up to date and start exploring these features today.

Not using Agent CRM yet?
👉 Start your 14-day free trial here and experience the insurance CRM built for modern agents on the move.