✨ An Agent CRM Revolution Begins! ✨
We’re kicking off September with a bang! This month is officially UPGRADE MONTH at Agent CRM, and we’re starting with a game-changing feature that’s going to make your experience smoother and more personalized than ever before. Introducing the Customizer—a brand-new tool that allows you to tailor Agent CRM to fit your unique workflow. We’ve got a detailed walk-through and a replay of our recent webinar available on YouTube, so be sure to check it out and see how this feature works!
💡 Maximizing Old Leads: How to Stay Compliant and Still Generate Results 💡
As an insurance agent, leads are the lifeblood of your business. But what do you do with those older leads that have been sitting idle? Are they still worth the time and effort? In our latest blog post, we discuss strategies for reviving those old leads while ensuring you remain compliant with the latest TCPA regulations. It’s not just about reaching out—it’s about doing it smartly and legally to maximize your results. Don’t let those leads go to waste—turn them into opportunities! Read the full blog post here.
📽️ WATCH: The Customizer 📽️
Missed our Monday webinar introducing the Customizer? No worries! Here’s a replay link: Agent CRM Customizer – The Foundation of the Future of Innovation in Agent CRM!
🗓️ Calendar Update: Privacy Now Auto-Enabled 🗓️
We’ve listened to your feedback and made an important update to the Agent CRM calendar integration! Now, when you sync your calendar, your personal events will automatically be marked as “Busy,” keeping your private details private. This feature ensures you don’t accidentally double-book, while still giving you the privacy you need. If you prefer, you can easily turn this feature off in the “Staff” settings under Calendar Integration. Make sure to explore this update and see how it can simplify your scheduling!
🚀 What’s Coming Soon: The First “Branning Bundle” 🚀
We’re not stopping here— in the next few weeks, we’re rolling out another massive upgrade that we’ve been eagerly working on: the very first Branning Bundle! We’re so excited to show you what’s inside! Stay tuned in our Facebook Group for more information
💫This Week’s Newsletter Sponsored by CABoom 💫
Before you go, don’t forget to check out our sponsor, CABOOM! Their leads are TCPA compliant, delivered fast and our workflows are ready to help you close more of these leads.