Original Question:

Larry Gatz asked us:
“Does anyone know how to add a location to Agent CRM? Our office has two locations.”

Answer:

You can add your office address in Agent CRM by following these steps:

  1. Go to Settings
    • Navigate to Settings in the left-hand menu.
  2. Select Company Settings
    • Click on Company and scroll down to the Company Address section.
  3. Enter Your Office Address
    • Input your primary office location and ensure it is correct.
  4. Save Your Changes
    • Click Update Address to apply the changes.

📌 Important Note:
At this time, Agent CRM only supports one location address per account. If you operate from multiple offices, you may need to:

  • List both locations in your email signatures or marketing materials.
  • Use custom fields to tag contacts based on location for better segmentation.
  • Set up different calendars for each location if scheduling is affected.

If multi-location support becomes available in a future update, we will notify users.

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

Getting Started With an Insurance CRM


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