We did it—Agent CRM is officially SOC 2 Type II compliant! Enterprise-grade data security, trust, and reliability are now built into everything we do.
compliance
18 Articles
First and foremost, it’s important to understand that old leads that were not sold exclusively to you are not safe to call or text anymore.
Unfortunately, many agents have learned this the hard way, facing devastating consequences for non-compliant marketing messages.
In this blog post, we compare Agent CRM with HighLevel for insurance agents, highlighting how Agent CRM provides a comprehensive solution to meet agents’ needs
We envision a future where technology is seamlessly accessible to insurance agents…and great support, we strive to elevate the industry, one agent at a time.
There’s a lot of anxiety about the new FCC Regulations. How do we move forward? What do I need to make sure that I do? I answer those questions in this video.
Watch a full demo of Agent CRM! Remember, there are no setup fees or long-term contracts. Agent CRM has to earn your business month after month.
Luis Moreno, a seasoned agent with 22 years of experience, and Alex Branning talk about Agent CRM and how it’s revolutionizing the insurance industry