How to Upgrade to a Team Account in Agent CRM

Jeremiah Nolen Asked:

“Needing info on upgrading to a team account. Searched the group and can’t seem to find the prior posts regarding this.”

The Answer

Upgrading to a Team Account in Agent CRM gives you expanded features, including:

✅ 3 Phone Numbers for your team
✅ 300 Hours (18,000 Minutes) of Usage
✅ Team Calendar Setup
✅ Additional User Access

Time is calculated as follows:

• 1 text message = 1 minute
• Call minutes are counted per actual call duration
  (e.g., a 5-minute call = 5 minutes deducted from your allowance).
• If you exceed 18,000 minutes, additional usage is charged at $0.02 per minute.

How to Upgrade and Set Up Your Team Calendar

1️⃣ Upgrade to a Team Plan

To upgrade, simply reach out to Agent CRM support, and they will update your subscription.

2️⃣ Set Up a Team Calendar

Once upgraded, follow these steps to configure your Team Calendar:

1. Go to Settings in Agent CRM.
2. Click Calendars and create a new calendar for your team.
3. Assign team members to the calendar.
4. Set up availability, appointment slots, and notifications for scheduling.
5. Click Save & Complete to finalize.

Additional Resources

For more details, check out these blog posts:

• Unlock Seamless Team Collaboration with Our Team Plan

• How Agent CRM Empowers Insurance Agencies: Elevate Your Team, Enhance Profitability, and Boost Efficiency

Watch and Learn

Also, check out our YouTube channel for more resources to help you thrive, like this video:
🔗 Agent CRM Demo – The Go-To Insurance CRM