Agent CRM for Employee Benefits

1 Article

Agent CRM: Your Marketing Platform for Insurance Agents Selling Employee Benefits

Agent CRM Team December 29, 2023

2 Min Read

Alex Branning walked us through the steps of setting up Agent CRM specifically for employee benefits sales. See him setup funnels, automations, AI and more!

Marketing

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Agent CRM for Employee Benefits

Agent CRM: Your Marketing Platform for Insurance Agents Selling Employee Benefits

How can CRM be helpful in handling emails from customers?

Can someone point me to how to create a QR code for people to scan with their phones that will lead to a funnel?

What are the use cases for the a.i. inside Agent CRM?

David Duford said, “You’ll Discover a Huge Benefit of Using Agent CRM Over the Other CRM Options”

Is there a way to import an html email as a template?

I would like to find a way to set my social media icon horizontal

My funnel is coming along great however when I look at it on my phone it shows the sample text not what I updated.

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Agent CRM for Employee Benefits