We work with many Allstate agents who continue to use their company-provided CRM while adding Agent CRM as their dedicated marketing engine.
Automated Follow-Up
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Agent CRM or Agent Autopilot? Let’s explore a detailed comparison to help you make an informed decision about which platform best suits your needs.
In this guide, we’ll walk you through the process of creating and automating your life insurance lead capture funnel using Agent CRM.
Original Question: Sandra Quinn-Bailey asked us:“I just did a FB ad. Not through the CRM. Just totally forgot I could do it from there. It’s running for a week to promote a virtual webinar Sept 4th. Should I stop it & redo it from the…
Jason Astwood Asked: “Do you guys have funnels for loan officers or real estate agents?” The Answer Yes! We offer pre-built funnels specifically designed for loan officers and real estate agents inside Agent CRM. These funnels help you generate leads, automate follow-ups, and convert prospects…