Discover how AgentAI in Agent CRM helps insurance agents use AI and text messaging to save time, close more deals, and deliver faster client support.
Client communication
42 Articles
Whether you’re booking a Medicare review or confirming a life insurance application, your CRM should help you do the work, not just log it.
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:
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: Larry Gatz asked:“When I receive an email reply, the emails show up in Agent CRM, but they don’t show up in my email inbox… is there a way to correct this?” Answer: Yes! You can set up a forwarding address in your SMTP…
Original Question: Anh Tran asked:“I need help with doing a dripping campaign for text message. I know Alex said there’s a live Zoom every Friday. Is it the same Zoom we use every day from 7 AM & 2 PM?” Answer: Yes! You can attend…