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AgentAI

8 Articles
Agent CRM Team
1 Min Read

How To: Instagram Comment-to-DM Automations   Objective To optimize the workflow for responding to comments on Instagram and Facebook by using the correct match phrase and interactive messenger. Key Steps Use “contains phrase” instead of “exact match phrase” when setting up the workflow. Ensure that…

Agent CRM Team
1 Min Read

In this blog, “Mindsets and Goal Setting,” we explore essential strategies for fostering the right mindset and setting clear goals to propel your insurance business forward. Today, we focus on the theme of “Getting your mind right to grow your business.” Here’s how Agent CRM…