Managing documents and contracts in Agent CRM just got a major efficiency boost! Gone are the days of redoing entire files just because you forgot to add a page.

With this new update, you can now seamlessly add PDFs to your existing Documents & Templates in just a few clicks—whether at the beginning, end, or even between pages in an existing document.

This saves time, eliminates frustration, and ensures that your documents are always accurate and up to date.

✅ What’s New?

📌 No More Starting Over – Add PDFs to existing Documents & Templates without recreating files.
📌 Insert PDFs Anywhere – Add pages at the beginning, end, or in between existing pages.
📌 Faster Workflow – Avoid unnecessary rework and keep your documents organized and complete.

Whether you’re preparing contracts, policy documents, or client agreements, this feature ensures you can edit and update your files quickly without disrupting your workflow.

✅ How to Add PDFs to an Existing Document in Agent CRM

Method 1: Add PDFs Using the “+” Symbol in the Pages Panel

If you need to add a PDF at the start or end of a document:

1️⃣ Open the existing Document or Template inside Agent CRM.
2️⃣ Look at the left Pages panel where all your document pages are listed.
3️⃣ Click the “+” symbol to add a new page.

4️⃣ Upload your PDF, and it will be added instantly!

💡 Best For:
✅ Adding additional information to contracts before sending them to clients.
✅ Updating policy documents without creating a new template.

Method 2: Insert PDFs Between Pages Using the Menu

Need to add a missing PDF between existing pages? Follow these steps:

1️⃣ Open the Document or Template you want to edit.
2️⃣ Click on the three-dot menu in the top-right corner.
3️⃣ Select “Add PDFs” from the dropdown menu.
4️⃣ Choose the PDF file you want to insert.
5️⃣ Select where you want to place the PDF within the document.
6️⃣ Click Upload, and your file will be added in the exact position you chose!

💡 Best For:
✅ Inserting missing client agreement clauses after reviewing a contract.
✅ Adding policy riders or amendments to an insurance document.

🚀 Why This Feature Matters for Insurance Agents

1️⃣ Saves Time & Prevents Rework

Before this update, if you missed a page or needed to add an extra document, you had to start from scratch. Now, you can edit documents on the go without rebuilding them.

2️⃣ Keeps Client Documents Organized & Up to Date

Never worry about sending incomplete contracts again! With this feature, you can quickly adjust documents before finalizing them—ensuring everything is accurate.

3️⃣ Works Seamlessly for Compliance & Legal Documents

Insurance documents require precision, and sometimes policies change. This feature allows you to update compliance documents, add disclaimers, or modify agreements with ease.

💡 How Insurance Agents Can Use This Feature

🔹 Life Insurance Agents – Insert updated beneficiary forms or policy changes into an existing contract.
🔹 Medicare Agents – Quickly add updated CMS compliance documents to an enrollment packet.
🔹 P&C Agents – Insert endorsement changes without re-creating the whole document.
🔹 Final Expense Agents – Add signature pages or client approval forms into policy documents.

This feature is a must-have for insurance agents who frequently edit, update, or send contracts to clients.

🚀 Get Started with the New PDF Insertion Feature Today!

This game-changing update is now live inside Agent CRM. Start using it today to simplify your document workflow and keep your contracts updated with ease!

👉 Log in to Agent CRM, open your Documents & Templates, and start adding PDFs in seconds!

👉 Not using Agent CRM yet? Sign up for a 14-day free trial today at www.agent-crm.com and experience the power of automation!