Reply to Instagram comments directly inside Agent CRM’s Social Planner — no more tab-hopping. Boost engagement and manage replies with ease!
agent CRM updates
6 Articles
For insurance agents using automated text campaigns, staying compliant with federal and carrier regulations just got easier—and smarter.
If you’ve ever spent time writing the perfect email campaign—only to lose it all thanks to a rogue click, a bad Wi-Fi signal, or that dreaded Mac left-swipe—this update is for you
We’re excited to announce changes to the Agent CRM affiliate program that make it more profitable, more exclusive, and more aligned with the values we stand for
With the update to Forms & Surveys, you can now enable Auto-Complete Address to make data entry faster, more accurate, and easier for your prospects and clients
With the latest updates to the Opportunities feature (sometimes called “Pipelines”) in Agent CRM, insurance agents now have more visibility than ever before