Both of these new mobile features are designed to remove friction, build agent confidence, and turn every conversation into a conversion opportunity.
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If you’ve ever missed a hot lead because you waited too long to follow up, you’re not alone. Most businesses miss out on 78% of potential leads simply because they didn’t respond fast enough.
If you’re an insurance agency owner, chances are you wear too many hats—lead generator, tech support, trainer, appointment setter, recruiter… the list goes on.
Meet Rusty Noel, an experienced insurance agent based in Springfield, Missouri. Like many agents, Rusty initially used his CRM to simply store client info & manage leads.
Imagine logging into your CRM and having everything already built—campaigns, workflows, pipelines, automations—tailored specifically for your insurance niche. That’s exactly what you get with Branning Bundles inside Agent CRM.
Your forms just got a serious style upgrade! The brand-new Enhanced Button Styling is designed to give you more power, flexibility, and flair when customizing the buttons on your forms.
Whether you’re qualifying leads with a survey or capturing interest through a quiz, this visual enhancement helps guide your respondents every step of the way—on any mobile device.
Automation is powerful—but timing is what makes it effective. If you send all your emails or texts back-to-back, your leads might feel overwhelmed—or worse, tune you out. That’s why Agent CRM lets you add delay steps to your workflows, so your follow-ups feel natural, well-paced, and personalized.