Original Question:
Christopher Duncan asked us:
“Is there a pre-made email campaign for new clients in the CRM?”
Answer:
While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly!
Check out the Email Swipe File, which includes high-converting email campaigns that can be directly imported into your Agent CRM account.
These pre-written emails help you:
✅ Onboard new clients effortlessly
✅ Nurture relationships with follow-up emails
✅ Stay engaged with automated touchpoints
Simply import the swipe file, make minor customizations, and start sending professional emails in minutes!
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- Drip Email Campaigns for Insurance Agents
- Final Expense Business in a Box (BIAB) – Branning Bundle
- Automate New Insurance Lead Campaigns
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:
