In this post, we’ll explain how split testing works, why it matters, and how to start running your own tests using Agent CRM’s built-in funnel builder.
The rules surrounding text message compliance are constantly evolving, and enforcement is ramping up. A2P Registration is a headache – here’s what to do
With Agent CRM’s new Win Back Campaigns, you now have a done-for-you solution to re-engage past clients and old prospects—without the guesswork.
With this new update, you can now seamlessly add PDFs to your existing Documents & Templates in just a few clicks (at the beginning, end or middle)
If you’re running Medicare, Final Expense, or Retirement Planning campaigns, targeting the right audience is crucial. One of the easiest ways to do this inside Agent CRM is by filtering your contacts by birth year and creating a Smart List. A Smart List allows you…
“Alex understands our niche. This is built for what we do. We’re working together to keep refining it, which means it’s only going to get better” – Emily Palmer
Designed specifically for insurance professionals, Branning Bundles provide pre-built workflows, email and SMS sequences, and automation strategies
Let’s dive into what the Agent CRM Activator is, how it works, and how you can use it to maximize your CRM efficiency.
This guide will walk you through exactly how to transfer data from your old CRM into Agent CRM while keeping your business running smoothly.
With the update to Forms & Surveys, you can now enable Auto-Complete Address to make data entry faster, more accurate, and easier for your prospects and clients