Starting Jan 27, 2025, FCC’s new rule requires all insurance agents to get explicit, individual consent before sending automated calls or texts. Here’s what this means:
Client communication
32 Articles
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….
While Google Sheets offers a rudimentary digital space for client information, Agent CRM transforms this into a digital powerhouse.
Drip Email Campaigns help insurance agents stay in touch with clients, share updates, & remind them of your services. Here’s our recommendations for 5 campaigns
Original Question: Robert Burns asked us:“How do I transfer from a client to a 3-way call with a carrier?” Answer: Agent CRM makes it simple to initiate a 3-way call while speaking with a client. You can seamlessly add a third party, such as an…
Original Question: Merilyn Jeffs asked us:“Trying to send out a text and email to announce the winner of my giveaway, but I don’t have bulk requests in my CRM menu. How can I do this?” Answer: Agent CRM has updated the way you can send…
Original Question: Mahari McTier asked us:“How do I schedule an outbound email to go out at a later date?” Answer: Agent CRM allows you to schedule outbound emails to be sent at a later date using its automation tools. 📌 Watch this step-by-step tutorial to…
Original Question: Jackie Davis asked us:“Can someone help me add my Calendly link in a text template? It won’t hyperlink in the message.” Answer: Text messages in Agent CRM do not support hyperlinks, meaning that links will not appear as clickable text. However, you can…