After 17 years in the insurance industry, David Matos had worked with multiple platforms but never had a CRM he truly owned. That changed when he found Agent CRM—the first system that gave him control, efficiency, and powerful automation. In this post, we’ll walk through the features that made the biggest impact on David’s business and why he chose Agent CRM over free alternatives.
“Agent CRM is Built for Insurance Agents”
“When you do CRM especially geared toward a specific industry… you know what they need.” – David Matos
Unlike generic CRMs, Agent CRM is built specifically for insurance agents, providing industry-tailored tools like automated follow-ups, customizable templates, and lead management features. David immediately noticed the difference, realizing that Agent CRM had everything he needed, without the fluff of other systems.
✅ Designed for insurance professionals – pre-built automations, lead nurturing, and compliance tools.
✅ No more forcing a generic CRM to work for your business – everything is set up for you.
“It’s So Much More Than a Free CRM”
“I know I’m paying for it. I understand that they’re giving that one [a free CRM] to me, and it helps… but I bet those same people would be more effective if they had a platform like this.” – David Matos
Many insurance agents start with free CRMs, thinking it’s enough. However, free tools often come with severe limitations, requiring manual workarounds, restricted automation, and a lack of ownership over client data.
🔴 What free CRMs lack:
- Limited email and text automation
- No custom branding or compliance support
- No real support when you need help
🟢 What Agent CRM offers:
- Full automation – schedule recurring emails and texts effortlessly.
- Compliant and professional – pre-built, proven templates that keep you compliant.
- A team to support you – live Q&A, onboarding calls, and real-time assistance.
“I don’t have time to reinvent the wheel… I just want to use what works.” – David Matos
“Texting is the Most Important Part of Marketing”
“To me, texting has been found to be the most effective marketing method.” – David Matos
David knew that texting was key to closing more deals, but he was tired of sending messages one by one. Agent CRM gave him the ability to:
📲 Bulk text leads and clients with just a few clicks.
🔁 Automate follow-ups with pre-set drip campaigns.
💬 Personalize every message to increase engagement.
If you’re an insurance agent who still manually texts your leads, Agent CRM will change your life.
“I Want a System That Works—And Agent CRM Just Works”
“I don’t want to waste time. I want to learn this quickly so it becomes second nature.” – David Matos
David isn’t alone—most insurance agents don’t have time to waste. That’s why Agent CRM provides:
🚀 An intuitive Customizer Tool – instantly updates all emails, texts, and your website with your branding.
📅 Pre-built follow-up automations – keep clients engaged effortlessly.
🤝 Live support – jump on a Zoom call anytime for help.
“With Agent CRM, I don’t have to figure things out. It’s already built for success.” – David Matos
Sign Up for Agent CRM Today
David’s story is one that many insurance agents share—he needed a system he could trust, that would scale with his business, and that actually worked. If you’re ready to take control of your marketing, client communications, and automation, Agent CRM is your answer.
📌 Sign up for a free trial today and experience the difference for yourself!
👉 Start Your Free Trial Now
Learn More About Agent CRM
📖 Why Automation is the Key to Insurance Success
📖 Maximizing Old Leads: How to Stay Compliant and Still Generate Results
📖 The Power of SMS Marketing for Insurance Agents
