If you’re a licensed ACA (“Obamacare”) insurance agent that specializes in selling health insurance, then you’ll want to check out Agent CRM.
If you’re an insurance agent that specializes in selling health insurance, then you’ll want to check out Agent CRM. This marketing platform has been specifically designed for agents that sell health insurance, and it can help you manage your clients and prospects more effectively.
Gerry Rufino asked us, “All my numbers are popping up as spam even when I Change them. How do we get verified numbers?” “You can use calltransparency.org to set up what name shows up when you call people (I think that is the URL)”
Mike Harless asked us, “Is it possible to add new and old data leads to Agent CRM. Start them in a Campaign that consists of a VM drop and then SMS over the course of two weeks at different times of the day and just…
We just posted a free demo of the Agent CRM platform for HealthMarkets agents! Sign up for a free trial today! http://www.agent-crm.com/2-week-trial-form “Agent CRM is the automation tool that will take your insurance business to the next level. Most agents miss out on opportunities because…
Mike Harless asked us, “What is the most effective way to Power Dial a list of 100 leads?” “check out this video that my team made: https://www.loom.com/share/b4221d59db1d4e6b8ab409e6054619f9? ”
Jhoana M Moore asked us, “Is pipeline synonymous to campaigns and workflows? Can’t find the tab for it. Trying to use the power dialer. (Setting up manuals calls) Im saying this because I only have Workflow under Automation – there’s no campaign nor Triggers in…
David Facer asked us, “How do you put a website link in a text message?” “You type out the link in its entirety, including “http://” you have to type it out there no html in text messages”
If you’re an insurance agent who’s looking for a marketing software platform that includes a funnel builder, then Agent CRM is a great option. With Agent CRM, you can build, edit and manage funnels all within your account. Plus, it can replace ClickFunnels and other…
Mike Pacheco asked us, “Does this platform support 2 way texting and is there a tutorial?” “It does support two-way texting – you send a text from the platform and any incoming texts will pop up in the Conversations tab”