Original Question:
Maria Fowler Graft asked us:
“Is there a way to have more than one user on the CRM?”
Answer:
Yes! Agent CRM allows you to add multiple users to your account, making it easy for agencies and teams to work together efficiently.
If you’re growing your agency and need co-branded CRM access, AI automation, and full team support, Agent CRM for Agencies is designed to help you scale faster with:
✅ AgentAI – Automate scheduling, FAQs, and social media responses to save time and improve efficiency.
✅ Personalized Marketing Tools – Drive more sales and increase revenue with automated cross-sell, upsell, and referral systems.
✅ Proven Success Systems – Implement strategies used by top agencies nationwide to boost customer lifetime value.
Learn more about Agent CRM for Agencies here:
👉 https://www.agent-crm.com/agency
How to Add a New User to Your Agent CRM Account
If you need to add additional team members to your CRM, follow these steps:
- Go to Settings
- Log in to Agent CRM and navigate to Settings in the left-hand menu.
- Select “Team Users”
- Click on Team Users to access your list of current users.
- Add a New User
- Click “Add User” and enter their details (name, email, role, etc.).
- Assign permissions based on what access level they need.
- Save & Send Login Details
- Once added, the new user will receive an email invitation to log in.
📌 Watch this video for a step-by-step guide:
Adding a New User
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- How to Choose the Right CRM Software for Your Insurance Agency
- 3-Way Calling Made Easy with Agent CRM
- Quick Win Strategies for Insurance Agents
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one: