Client communication

2 Articles

Making the Move from Google Sheets to Agent CRM

Agent CRM Team November 15, 2023

2 Min Read

While Google Sheets offers a rudimentary digital space for client information, Agent CRM transforms this into a digital powerhouse.

Software

Drip Email Campaigns for Insurance Agents

Agent CRM Team November 7, 2023

2 Min Read

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

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Client communication

Making the Move from Google Sheets to Agent CRM

Making the Move from Google Sheets to Agent CRM

Drip Email Campaigns for Insurance Agents

Drip Email Campaigns for Insurance Agents

Can someone point me to how to create a QR code for people to scan with their phones that will lead to a funnel?

Online Resources for Insurance Agents (2023) – Lead Nurturing, Customer Service, Facebook Ads, Referrals and More

If someone responds to an email, how do you get the response to also go to my gmail which was the sender email?

If we have multiple phone numbers from agent crm, is there a way to use the phone number associated with the area code of the lead we are dialing or does it only call from one number at a time?

So i connected my FB with CRM. When I go to forms, nothing pops up. What am I doing wrong?

If I change the email my agent crm is attached to will my emails stop going to spam?

Where do we find the scripts?

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Client communication