Staying on top of policy sales can be a time-consuming mess—especially if you’re updating multiple fields, triggering automations, and cleaning up outdated tags by hand, now you don’t have to. With the new Policy Update Form in Agent CRM, you can update policy info, sync custom fields, and launch follow-ups—all in one simple step.
Let’s break down the upgrades and why insurance agents across the country are calling this CRM the most powerful tool in their Medicare business.
What is the “Best CRM for New Insurance Agents”? We explored this question, and how to judge CRM’s, on this live call.
A clean CRM is a productive CRM. If your contact list is cluttered with duplicates or outdated entries, your automations, reports, and follow-ups can get messy fast.
A bilingual insurance CRM! Simply toggle the language preference to “Spanish” and every drip, reminder, and follow-up message shifts seamlessly into Spanish.
Both of these new mobile features are designed to remove friction, build agent confidence, and turn every conversation into a conversion opportunity.
If you’ve ever missed a hot lead because you waited too long to follow up, you’re not alone. Most businesses miss out on 78% of potential leads simply because they didn’t respond fast enough.
If you’re an insurance agency owner, chances are you wear too many hats—lead generator, tech support, trainer, appointment setter, recruiter… the list goes on.
If you’ve ever wondered, “Did I follow up with that lead?”—you need to start using Pipelines inside Agent CRM. The Pipeline tool (also called Opportunities) gives you a visual layout of every contact’s journey—from first touch to closed deal—so you never lose track of a lead again.
Insurance agents are going to really feel the pain of this new feature, “Call Screening” starting October 1st. Learn more about it, and how to beat it