Keeping track of leads, follow-ups, and appointments is the heartbeat of your sales pipeline. With the latest updates to the Opportunities feature (sometimes called “Pipelines”) in Agent CRM, insurance agents now have more visibility than ever before—and more tools to manage leads like a pro.
In this blog post, we’ll walk you through exactly what’s changed and, more importantly, how you can customize these new features to fit the way you sell insurance.
✅ What’s New in Opportunities?
New fields in the Opportunities view in Agent CRM
1. Customizable Views with New Fields
You now have the ability to customize your Opportunities (Pipeline) view with powerful new fields designed to give you better visibility into each lead’s progress.
Here’s what’s been added:
📊 Days Since Last Stage Change Date
This shows how long a lead has been stuck in a particular stage (like “Quote Sent” or “Appointment Scheduled”).
Why it matters: If a lead is stuck too long, it might be time for a follow-up or a more aggressive outreach.
📊 Days Since Last Status Change Date
Tracks how long it’s been since the lead’s overall status (like Open, Won, Lost) was updated.
Why it matters: This helps you identify leads that have gone stale so you can prioritize reactivation.
📊 Days Since Last Updated
This tracks how long it’s been since any action was taken on the lead.
Why it matters: If no one has touched the lead in weeks, you know something’s slipping through the cracks.
📅 Next Task Due Date
Shows the next follow-up or task scheduled for each lead.
Why it matters: Stay ahead of deadlines and make sure every lead gets attention at the right time.
⏳ Days Till Next Task Due Date
Calculates how much time is left until the next task is due.
Why it matters: Easily spot leads that need immediate attention.
📅 Days Till Next Appointment Date
If an appointment is scheduled, this tells you how far away it is.
Why it matters: This helps prioritize your day and ensures no appointments sneak up on you.
More sorting options in Opportunities inside of Agent CRM
✅ Improved Sorting & Exporting
You can now sort your opportunities using these new fields, meaning you can quickly:
🔹 See which leads have been stuck the longest
🔹 Identify which leads have been neglected
🔹 Focus on leads with upcoming appointments or tasks
Plus, you can export this data to create your own custom reports—or hand off to a team member or VA to follow up on specific segments.
✅ User Interface Refresh – Cleaner & More Intuitive
The Contact Details folder in Opportunities has been renamed to Primary Contact Details, making it easier to find the most relevant contact information for each lead. This simple change removes confusion when looking for key phone numbers, emails, and addresses.
💡 How Insurance Agents Can Customize Their Opportunities Views
Every agent works a little differently, depending on what type of insurance you sell and how you follow up with leads. Here are a few ideas to customize your Opportunities view to fit your workflow:
For Life Insurance Agents
🔹 Add Next Task Due Date and Days Since Last Updated to quickly see which leads need immediate attention.
🔹 Sort by Days Since Last Stage Change Date to spot bottlenecks, like quotes that haven’t been followed up on.
For Medicare Agents
🔹 Use Days Till Next Appointment Date to stay ahead of your consultation schedule.
🔹 Track Days Since Last Status Change Date to ensure you’re following up with prospects who didn’t enroll last year.
For P&C Agents
🔹 Customize views to highlight Next Task Due Date and add a column for Policy Type to segment leads into auto, home, and commercial quickly.
🔹 Use Days Since Last Updated to identify neglected renewal leads and reach out before competitors do.
🔔 Why This Update Matters for Insurance Agents
As an insurance agent, your pipeline is your income. The new Opportunities features give you:
✅ Better visibility into lead progress
✅ Early warning signs when leads are neglected
✅ Smarter follow-up prioritization based on real data
✅ Tools to keep your entire team organized and on the same page
With these new tools, you can stop guessing what to do next and work your pipeline like a well-oiled machine.
🚀 Want to See These Features in Action? Start Your Free Trial Today!
If you’re not using Agent CRM yet—or if you haven’t explored these updates—now’s the perfect time to check it out.
👉 Sign up for a free trial at www.agent-crm.com and experience how the new Opportunities features will help you close more deals and stay in control.
