Alex and Will shared valuable insights on how insurance agents can use automation, personalized content, and smart communication strategies to keep clients
Business Automation
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FOR IMMEDIATE RELEASE John Wetmore Partners with Agent CRM to Launch the Revolutionary John Wetmore System for Insurance Agencies August 13, 2024 – John Wetmore, the renowned “$200 MILLION DOLLAR MAN,” is proud to announce a strategic partnership with Agent CRM to launch the groundbreaking…
As of February 2024, changes in email marketing are here. If you’re using Constant Contact, you will probably see a big reduction in deliverability
In the competitive landscape of insurance, our platform, Agent CRM, stands out as the definitive choice for insurance agents seeking unparalleled success. Here’s why we believe we have a compelling competitive edge: 1. Complete Business Automation: Agent CRM offers a fully automated business solution tailored…
Are you tired of the hefty costs and limitations of Click Funnels? Do you find yourself overwhelmed by the need to manage various tools for different tasks? If you’re nodding your head, you’re not alone. In this blog post, I’m excited to share my journey…
Original Question: Al Bruce asked:“Hey, y’all. Is there a way to export my media/images from the CRM? I lost a bunch of files and the Agent CRM is the only place I can find them. Thanks so much!” Answer: Yes! You can easily access and…
Original Question: Strider Devaney asked:“New here. What’s the main difference between campaigns and workflows? Why use one over the other?” Answer: Both Campaigns and Workflows in Agent CRM are powerful tools for automating communication and follow-ups, but they serve different purposes. Campaigns: Used for drip…
Wesley Raymond Ging asked:“I pulled a list out of my Agent CRM, but I want to make sure I know which ones have been DNC. Is there a way to find out?” Answer: Yes! You can identify and export contacts marked as DNC (Do Not…