If you want to stay top of mind with your clients and prospects, sending a regular newsletter is one of the smartest marketing moves you can make. Whether you want to share helpful insurance tips, promote special offers, or update clients on important changes, a well-crafted newsletter keeps you connected and builds trust over time.
With Agent CRM, setting up and automating your newsletter is easier than you think. Here’s a complete, step-by-step guide to building, sending, and managing your newsletter—plus, how to handle opt-ins and opt-outs to stay compliant.
✅ Step 1: Build Your Newsletter Email Template
Every great newsletter starts with a professional-looking email template. Here’s how to create yours inside Agent CRM:
1️⃣ Go to Marketing > Emails > Templates
2️⃣ Click Create New Template
3️⃣ Use the drag-and-drop email builder to design your newsletter
- Add your logo
- Write a welcome message
- Include helpful tips, insurance updates, and promotions
- Add images, website links, social media icons, and a strong call-to-action
4️⃣ At the bottom of the email, include an unsubscribe link (this is required for compliance).
- Agent CRM already includes a default unsubscribe link, but you can customize the wording to match your voice.
- Example: “Don’t want to receive these emails? [Unsubscribe here]”
5️⃣ Save your template when you’re done.
✅ Step 2: Set Up an Opt-In Form to Build Your Newsletter List
You need a simple way for people to subscribe to your newsletter—and that starts with a form.
1️⃣ Go to Sites > Forms > Builder
2️⃣ Click Create New Form
3️⃣ Add these fields:
- First Name
- Last Name
- Optional: Add a checkbox like:
“✅ Yes! I want to receive your newsletter full of helpful tips and updates!”
4️⃣ Customize the thank-you message to confirm their subscription.
5️⃣ Save & Embed the Form:
- Add the form to your website, a landing page, or share the link on social media.
- This gives people an easy way to opt in.
✅ Step 3: Create a Smart List of Newsletter Subscribers
Smart Lists in Agent CRM make it easy to track everyone who opts into your newsletter.
1️⃣ Go to Contacts > Smart Lists
2️⃣ Click Create New Smart List
3️⃣ Set the filter to find everyone who filled out your Newsletter Opt-In Form.
4️⃣ (Optional but recommended) – Add a “Newsletter Subscriber” tag to make filtering even easier.
✅ Step 4: Set Up a Workflow to Send Your Newsletter Automatically
With Agent CRM’s automation tools, you can automatically send your newsletter to everyone on your list.
1️⃣ Go to Automations > Workflows
2️⃣ Create a new workflow called “Newsletter Campaign”
3️⃣ Add a Trigger: Contact added to Newsletter Subscribers Smart List (or tagged “Newsletter Subscriber”)
4️⃣ Add an Action: Send Email and select your newsletter email template
Pro Tip: Every time you create a new newsletter, simply update the template and trigger the workflow again.
✅ Step 5: Handle Opt-Outs Automatically
Email compliance is critical—and Agent CRM makes this easy.
1️⃣ Every email sent through Agent CRM includes a required unsubscribe link.
2️⃣ If someone clicks unsubscribe, Agent CRM:
- Removes them from future email campaigns
- Updates their contact record to show they unsubscribed
Optional Bonus:
Create a dedicated unsubscribe form on your website, where clients can update their preferences directly. This gives them more control and keeps your communication client-friendly.
💡 Bonus Tips: How to Promote Your Insurance Agent Newsletter
Now that your newsletter is ready, here are some ways to get more subscribers:
📌 Add the opt-in form to your website footer
📌 Share the form link on social media regularly
📌 Ask clients if they want to subscribe during calls or meetings
📌 Include the opt-in form link in your email signature
🔗 Need Help Setting This Up?
If you want hands-on guidance, join our daily live Zoom call at http://live.agent-crm.com. Our team is happy to walk you through the process or troubleshoot where you’re stuck.
Or, reach out via live chat inside your Agent CRM account—we’re here to help.
📬 Start Building Your Insurance Agent Newsletter Today!
A regular newsletter helps you build trust, increase referrals, and stay top of mind with your clients. And with Agent CRM, it’s never been easier to create, automate, and manage your newsletter.
👉 Start your free trial today and build your first newsletter inside Agent CRM!
www.agent-crm.com
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