Setting up a Customer Relationship Management (CRM) system can feel overwhelming, especially for busy insurance agents juggling client follow-ups, lead nurturing, and policy management. While Agent CRM has always been designed to make sales and automation easier for insurance professionals, the learning curve of any powerful tool can be a challenge.

That’s where the Agent CRM Activator comes in.

This brand-new feature is designed to help agents get up and running fast, streamline their onboarding process, and ensure they’re using every tool available to grow their business. Whether you’re new to Agent CRM or have been using it for a while and want to optimize your setup, the Activator provides a step-by-step roadmap to success.

Let’s dive into what the Agent CRM Activator is, how it works, and how you can use it to maximize your CRM efficiency.

✅ What is the Agent CRM Activator?

The Agent CRM Activator is a guided onboarding and optimization system designed to help insurance agents:

🔹 Set up Agent CRM quickly and efficiently
🔹 Follow a structured roadmap for success
🔹 Access pre-built Branning Bundles, templates, and automations
🔹 Learn at their own pace with training videos for each feature
🔹 Track progress and ensure they’re using all available tools

Instead of figuring things out on your own, the Activator lays out clear steps so you always know what to do next.

✅ How to Use the Agent CRM Activator

Step 1: Access the Activator in Agent CRM

📌 Where to Find It:
1️⃣ Log into Agent CRM
2️⃣ Navigate to the Activator Section (found in the top-left menu)

Once inside, you’ll see a structured roadmap guiding you through every step of setting up your CRM.

Step 2: Follow the Structured Roadmap

The Activator is divided into three core phases to help agents at different stages:

📍 Phase 1: System Setup
✅ Import Branning Bundles (pre-built marketing workflows)
✅ Fill out your Account Customizer (branding, contact details, automation settings)
✅ Connect calendars, email, and phone systems
✅ Complete the CRM training videos

📍 Phase 2: Launch & Daily Use
✅ Set up lead automation workflows
✅ Activate follow-up campaigns for new prospects
✅ Learn how to track leads and sales in your Opportunities Pipeline
✅ Use the Agent CRM Calendar instead of third-party scheduling tools

📍 Phase 3: Upgrades & Expansion
✅ Discover new features being released
✅ Expand automations for cross-selling, client retention, and referrals
✅ Request additional training videos based on what you need

Step 3: Watch Training Videos & Check Off Progress

Each step in the Activator includes a training video so you can follow along and implement changes as you go.

🔹 Watch the video
🔹 Complete the task inside Agent CRM
🔹 Check it off in the Activator to track your progress

💡 Pro Tip: If you’re ever unsure what to do, just follow the roadmap—each step is carefully laid out to ensure you don’t miss key features that can help you sell more policies.

✅ Built-In Feedback: Request New Training Videos Anytime

Agent CRM isn’t just providing pre-recorded training—we want your feedback on what content would help you succeed.

📌 If there’s a missing training video or an existing one needs updating:
1️⃣ Navigate to the Feedback Section inside the Activator
2️⃣ Enter what topic you’d like covered or updated
3️⃣ Submit your request

🚀 The Agent CRM team monitors this feedback daily to ensure agents get the most up-to-date training.

✅ Why the Activator is a Game-Changer for Insurance Agents

Insurance agents wear many hats, and learning a new CRM can be overwhelming. The Activator solves this by:

✅ Eliminating guesswork – Follow a clear roadmap from setup to optimization
✅ Providing instant access to training – Learn how to use the CRM at your own pace
✅ Maximizing CRM efficiency – Ensure you’re actually using the tools you’re paying for
✅ Helping agents scale – Once set up, you can automate more tasks, nurture leads, and book more sales

“Are you even using the tools you’re paying for? With the Activator, now you will.” – Will Winter, Operations Manager, Agent CRM

🚀 Get Started with the Agent CRM Activator Today!

If you’ve ever felt lost inside your CRM, unsure where to start, or not confident that you’re using all its features—the Agent CRM Activator is for you.

1️⃣ Log into Agent CRM
2️⃣ Click on the Activator in the top-left menu
3️⃣ Start following the roadmap to success

👉 Not an Agent CRM user yet? Sign up for a 14-day free trial today at www.agent-crm.com and experience the Activator in action!