Greg Crawford asked us, “Can I get custom help to automatically create a contact in my agent CRM from my upline agency CRM when I quote someone? I don’t know if you need any software info from the agency.” “We probably can (depends on how…
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Mark Perrill asked us, “Agent CRM seems to be tilted more towards agents who sell via the phone versus in-person sales. How are in-person agents using the “schedule a call” feature to their advantage. Or maybe I’m just wrong because I’m new and haven’t used…
If you’re a licensed ACA (“Obamacare”) insurance agent that specializes in selling health insurance, then you’ll want to check out Agent CRM.
If you’re an insurance agent that specializes in selling health insurance, then you’ll want to check out Agent CRM. This marketing platform has been specifically designed for agents that sell health insurance, and it can help you manage your clients and prospects more effectively.
Mike Harless asked us, “Is it possible to add new and old data leads to Agent CRM. Start them in a Campaign that consists of a VM drop and then SMS over the course of two weeks at different times of the day and just…
Johanna Cabrera asked us, “Good morning , is there a way to link Google voice message into agent CRM ? 🤔 “Hi, unfortunately there’s no direct integration between Google voice message and Agent CRM.” Johanna Cabrera asked us, “I’m sorry , I need to…
Jhoana M Moore asked us, “Hello there! Thanks for the add. Pretty excited to learn the system. Just curious if it records the conversation if making/receiving calls. Please advise. Thanks” “Hi! Welcome! Yes! Agent CRM keeps a record of all the conversations you’ve had…
Mamtha Kondamadugula asked us, “Hi, I have created a funnel(funnel update) in Agent CRM and purchased a domain in Godaddy with the name of insuracelife.com. Though I linked the funnel to that domain, I am not able to see that funnel either with the below…