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.

Thanks to feedback from our insurance agent community, we’ve just rolled out a major enhancement to the way recurring social posts are managed, giving you more precision, better control, and a smoother user experience whether you’re using the Planner view or Calendar view.

🔁 Why Recurring Posts Matter for Insurance Agents

Recurring posts are perfect for content you want to reshare monthly, weekly, or even daily. Whether it’s a Medicare enrollment reminder, an annuity tip, or your “Friday Follow-Up” post — setting up a recurring schedule keeps your feed consistent without adding to your to-do list.

But until now, managing those recurring posts (especially editing or deleting just one instance) could get confusing.

🛠️ What’s New with Recurring Posts in Agent CRM

Here’s what we improved:

✅ Edit or Delete a Specific Post Without Affecting the Whole Series

Now when you edit or delete an individual post in a recurring series — it only applies to that one instance. No more accidentally wiping out the whole series or wondering what changes apply where.

✅ Drag-and-Drop in Calendar View

Want to reschedule a single post to another day? Just drag and drop that specific post in Calendar view — easy.

✅ Unified Behavior Across Planner and Calendar Views

Whether you’re editing posts from the Planner view or the Calendar view, the behavior is now the same. One change = one post affected. Simple and intuitive.

✅ More Control Over Scheduling

You can now fine-tune the day and month settings when creating recurring posts — giving you more customization for your content strategy.

📌 Real-Life Use Cases for Insurance Agents

Here’s how you can use recurring posts with confidence:

• Medicare Agents: Post your weekly Q&A every Wednesday. Need to move one? Drag it on the calendar — the rest stay untouched.

• Life Insurance Producers: Set a monthly reminder about family protection policies — and tweak the CTA on just one post without affecting the series.

• Final Expense Agents: Create a recurring “Did you know?” fact about funeral costs — and now update individual posts without stress.

🧠 Why This Matters

Content consistency is key for brand awareness and trust — especially in the insurance space where timing and follow-up matter.

This update ensures that you don’t lose time second-guessing how the system works. You now have full control, better editing tools, and the confidence that your schedule is dialed in.

💡 How to Use the New Recurring Post Tools

• Go to Marketing → Social Planner
• Click “New Post” and set it as a recurring post
• Use the enhanced scheduler to pick the right days and frequency
• In Calendar view, drag posts to reschedule individual entries
• Need to tweak or delete just one? Click the three-dot menu and choose “Edit” or “Delete” — it only applies to that instance.

🚀 Final Thoughts

We’re constantly improving Agent CRM based on how our insurance agents actually use it. This enhancement to recurring posts directly results from your feedback, and we’re thrilled to make your life a little easier (and your content calendar a lot cleaner).

Keep showing up, stay visible, and let Agent CRM handle the scheduling in the background.