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
5 Articles
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: Edward Financial Group asked:“Is it possible to change the text message to respond only during business hours? I had a lead fill out the survey at midnight, and it auto-responded. However, I’m comfortable with responding only during business hours, say 8 AM –…
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…