In the highly competitive insurance industry, maximizing revenue and efficiency is crucial for success. Agent CRM is designed to help insurance agents do just that. With a comprehensive suite of tools and features, Agent CRM empowers agents to set more appointments, increase appointment show rates,…
appointment reminders
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In this post, we’ll explore three powerful ideas that can help you boost your contact rate significantly… including a FREE AI tool (check this out)
Original Question: Samuel Fuenzalida asked us:“Hello, starting a new list of clients in my Agent CRM. What’s the most effective way to add new clients so I could text and email the lists on a regular basis? Also want to add birthday triggers. Thanks!” Answer:…
Step 1: Create a New Campaign Log in to Agent CRM. Navigate to Marketing >> Campaigns. Click + Create Campaign and give it a descriptive name (e.g., “Appointment Reminder Campaign”). Step 2: Configure Campaign Settings Add yourself as a user to the campaign. Enter your…