Paul VanThof asked us, “Is there a way to delete scheduled text messages? Having trouble finding it.” “Yes there is! How did you schedule that text message? If you did it thru your Contacts tab > selected Contacts > Send SMS / Add to Workflow,…
agent crm
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Sandra Quinn -Bailey asked us, “Hey, can we set up a funnel in AgentCRM? If so, is there a training video? Thanks” “Yes! Agent CRM is equipped with it’s own funnel builder. Here’s an overview video of it: https://www.branninglibrary.com/…/les…/29881261-overview“
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…
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…