🚀September: The Month of Upgrades! 🚀
We are in the Month of Upgrades! We have more upgrades rolling out to the Agent CRM platform… and you should upgrade your account to take full advantage of Marketing+! With the Marketing+ upgrade you get access to our ad library, click-and-launch Meta Ads tool, our AI-Powered Google Ads tool, and LIVE REVIEW SESSIONS with our ads team to help you optimize your live campaigns! WOW!
🤝Medicare Agents: Join Our Live Medicare Marketing Mastermind! 🤝
MEDICARE AGENTS – JOIN US: We are hosting our LIVE Medicare Marketing Mastermind on September 16! This is an opportunity to learn from industry leaders about what marketing efforts are compliant, effective and affordable. Sign up at Medicare Marketing for 2025 AEP.
📆[BLOG] Boost Your Appointment Show-Up Rates 📆
We know that a successful appointment can make all the difference in closing a sale. But how do we ensure that our potential clients actually show up to those appointments? I’ve discovered a text messaging sequence that will significantly increase your show-up rate. These three simple texts can transform your appointment confirmations into guaranteed client meetings. Check out our latest blog for all the details: Increase Your Show-Up Rate with These Three Texts.
💫NEW: The Customizer, Our Foundation of the Future of Innovation 💫
At Agent CRM, our vision is to make technology seamlessly accessible to insurance agents, helping them thrive through streamlined systems, comprehensive education, and unparalleled support. This vision is coming to life with our latest release, a milestone in our journey, reflecting your feedback and significant improvements. The new Agent CRM Customizer ensures that using a CRM is not only easy but also a powerful tool in your arsenal. Learn more about this transformative update by watching our new video: Agent CRM Customizer – The Foundation of the Future of Innovation.
⭐Insurance Mastermind September 13: Exclusive Event and Discount! ⭐
As a proud sponsor of the CYFL Mastermind, we’re excited to announce that we’ve teamed up with some of the biggest names in the sales industry for an event you don’t want to miss!
Headlining this year’s event is Daniel G, one of the most sought-after sales trainers, with over $150M in sales to his name. He’ll be joined by an incredible lineup:
- John Wetmore, who’s built a company generating $250M annually in insurance sales.
- Chris Morrison, whose organic marketing strategies have driven over 9 figures in sales.
- Cody Askins, the force behind 8% Nation, one of the largest insurance sales conferences, with 100K YouTube subscribers and millions of views.
- Chase McAllister, owner of a multi-7 figure marketing agency and call center generating thousands of calls per day.
As a sponsor, we are thrilled to offer an exclusive discount just for you!
Use COUPON CODE: AGENTCRM20 when purchasing your tickets at www.unrl.io/cyfl for 20% off!
This virtual mastermind will take place on September 13th from 10 am – 1 pm.