Luis Moreno, a seasoned agent with 22 years of experience, and Alex Branning talk about Agent CRM and how it’s revolutionizing the insurance industry
automation
23 Articles
Are you a dedicated Medicare agent looking for ways to supercharge your business, make more sales, and reclaim precious time? Look no further – we’ve got the ultimate solution that could revolutionize your workflow and save you so much time. Say hello to Agent CRM,…
As a business owner, you might be tempted to manage multiple ventures using the same Agent CRM account. While this may seem convenient and cost-effective, it can lead to significant problems down the road. In this blog post, we’ll discuss the reasons why combining two…
Jon Jordan asked us, “Are you able to change a timezone for the time on an automation event date/time? Not seeing how to do that.” “Date-based triggers and actions (in a workflow) will run everyday at 8am your timezone. If you are sending message reminders…
Dan X Nguyen asked us, “hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
Scott Carpenter asked us, “I have recently launched a Giveaway Ad on through adbase. I followed the video and set up the automation and workflows. However, I would like to launch a final expense ad. I have been going through the video in the branning…
Will McEuen asked us, “I am going out of town for over a week. Is there a way to pause automations or do I have to manually unpublish each automated step?” “You need to manually put in draft those workflows that you don’t want running…
Israel Torres asked us, “Where can I find list of codes to use for automation? For example, I want to include the address of a property on one of my automated texts.” “On all messaging sections inside the platform, you will find the field for…