Recruiting before you have production and systems creates confusion and turnover. Build the machine first—then recruiting becomes easier and more sustainable.
automations
6 Articles
Agent CRM workflows let you trigger targeted email/SMS campaigns fast—either by tag or drip automation—so you can “cast a net” and uncover wins in your list.
Not sure why a contact got a text? Workflow tracking shows exactly what automations they’re enrolled in, where messages come from, and how to fix it.
If you’re an insurance agency owner, chances are you wear too many hats—lead generator, tech support, trainer, appointment setter, recruiter… the list goes on.
As an insurance agent, you understand the importance of staying organized and efficient in order to succeed in a highly competitive industry. That’s where Agent CRM comes in. With its advanced features and pre-built automations, Agent CRM can take your business to the next level….
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,…