The Quiz Builder inside your favorite CRM platform just got a power-up—and it’s all about helping you generate higher-quality leads, deliver a more personalized user experience, and convert more traffic. Whether you’re using quizzes for lead generation, client segmentation, or product recommendation, these new enhancements make every step smarter and easier.

Let’s dive into the latest upgrade and show you how to get more out of your quizzes than ever before.

🧠 Multiple Score Formats (More Ways to Motivate Action)

Now, you can customize how results are displayed to fit your audience:

• Percentage (already supported)

• Actual Score (e.g, 7 out of 10)

• Out of 10 (auto-scaled format)

Each format gives you more flexibility in how you present outcomes and encourages engagement by making the results feel relevant and personalized. Want to give your quiz a game-show feel or showcase someone’s progress? Now you can.

🔎 In-Context Category Popover (Simplified Learning)

Not sure how to set up quiz categories? You’re not alone—and that’s why we’ve added an interactive popover that walks you through:

• Creating categories

• Assigning options to the right category

• Displaying category-specific scores on your result page

It’s like having a mini-tutorial built into the editor—perfect for users who are new or need a refresher.

✍️ Guided Category Management (Less Guesswork, More Confidence)

Now, when you create a new category, the system provides step-by-step guidance on how to use it effectively. You’ll see exactly how each answer ties into a category and how that data translates into the result page.

Say goodbye to confusion. Say hello to intuitive scoring logic that delivers insights your prospects care about.

🧭 Hover-to-Identify Result Page Sections

You can now hover over different parts of the result page—like the header, categories, CTA (Call to Action), and footer—to quickly identify and jump into editing the exact section you need.

This small change creates a huge upgrade in speed when building or updating quizzes. Whether you’re adjusting your headline or refining your call-to-action, you’ll know exactly where to go without digging through menus.

✅ Why This Matters for Insurance Agents

Smart quizzes are one of the easiest ways to start conversations with prospects—without coming off salesy.

For example:

• Life agents can use quizzes like “What’s Your Retirement Risk Score?”

• Medicare agents can create “Are You Missing Out on Medicare Benefits?” assessments

• Final expense agents could ask, “How Prepared Are You for End-of-Life Expenses?”

Pair that quiz with dynamic results, compelling CTAs, and a calendar booking option—and boom. You’ve got a lead generation funnel that feels like a fun experience, not a sales pitch.

🚀 Want to Build Your First Quiz?

Agent CRM users can take full advantage of this new update right now.

💡Pro Tip: Use the Branning Bundles for plug-and-play quiz templates and automated workflows to follow up based on quiz results.

We’ll even help you personalize the follow-up text messages and emails.

Not using Agent CRM yet? Start your 14-day free trial and see how these enhancements can transform your lead gen game:
👉 Start your free trial now
📞 Or schedule a call at consult.agent-crm.com

Agent CRM is here to enhance what you’re already doing—helping you market smarter, follow up faster, and grow stronger.

💬 Final Thoughts

These quiz enhancements are more than just visual polish—they’re designed to give you actionable insights and better conversion paths. Use them wisely, and your quiz won’t just collect answers… it will create appointments, sales, and revenue.

🎥 Watch the update overview: https://share.descript.com/view/ABDMSYc5qLe