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:


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