“If you haven’t tried Agent CRM, they’re the best in the industry when it comes to tech and AI.” — Cody Askins
“Our mission is simple: Beat your expectations for what an experience should be like with an insurance CRM support.” — Alex Branning
If you’ve ever spent time writing the perfect email campaign—only to lose it all thanks to a rogue click, a bad Wi-Fi signal, or that dreaded Mac left-swipe—this update is for you
If you’ve ever set up recurring posts in Agent CRM’s Social Planner, only to get confused about what happens when you try to move or delete one… you’re not alone
Now, with this update, you can use Redirect CTAs inside the All-in-One Chat Widget, which combines all your communication channels into a single streamlined experience.
Today, we’re answering that question with one of our biggest mobile updates yet. Version v3.98.1 (and above) brings you four powerful new features that turn your Conversations tab into a powerhouse of productivity.
If you’re a Medicare insurance agent, there’s one tool you may be underestimating in your marketing toolkit: organic social media.
If you rely on texting to follow up with leads or serve existing clients, RingCentral’s change could mean weeks of delay—or worse, a denial of your application.
At Agent CRM, we know that your money is in the follow-up, but your follow-up is only as good as your list segmentation.
In a real insurance conversation, you need flexibility. You need an AI that can access context, interpret intent, and respond with logic, not canned scripts.