As an insurance agent, your message is only as effective as your list is clean. That’s why targeted bulk campaigns are a game-changer.

Instead of blasting the same message to everyone, Agent CRM lets you send the right message to the right people—whether it’s a new lead sequence, a referral request, or a cross-sell offer. The result? Higher engagement, more appointments, and better results.

Here’s exactly how to run your first targeted campaign inside Agent CRM.

🚀 How to Launch a Targeted Campaign

• Step 1: Get Your List Ready

Go to Contacts > Smart Lists or use filters to build your segment.
Example lists:
• “New Leads”
• “Current Clients”
• “Referrals”

💡 The cleaner your list, the better your results.

• Step 2: Use Tags to Trigger the Right Workflow

Find the workflow you want to run under Automations—like:

• 2.0 🟣 New Lead Campaign

• 5.0 ⚫ Referral Request

Each one has a built-in tag that starts the campaign. Add that tag to a contact and the campaign starts automatically.

• Step 3: Add Tags in Bulk

Go to Contacts, select your Smart List or filtered group, click Quick Actions > Add Tag, and apply the tag to everyone at once.

⚡ Now you’ve launched your campaign to a specific, targeted group.

• Step 4: Monitor & Adjust

Check your Contact Profiles > Activity Feed to make sure emails and texts are sending.
New account? If you hit a sending limit, try:

• Sending in smaller batches

• Using drip mode

• Ensuring your A2P registration is complete

🎥 Want to See It in Action?

Visit your Activator tab > Phase 2, and watch:
👉 “Launching Targeted Campaigns”
It’ll walk you through the full process with step-by-step visuals.

✨ Pro Tip: Start Small and Scale

Begin with one campaign—like New Leads—then add more like cross-sells, renewals, or onboarding follow-ups once you’re comfortable.

Start Building Smarter Campaigns Today

Targeted outreach is the fastest way to build trust, book appointments, and grow your book of business.
Ready to try it for yourself?
👉 Start your 14-day free trial