The Art of Reviving Dead Leads In the fast-paced world of insurance, successful lead management is crucial for agents looking to convert prospects into valuable appointments and revenue. Let’s explore a powerful workflow within Agent CRM that promises to re-engage with leads effectively and expedite…
Contact Management
46 Articles
Imagine if you could wave a magic wand and instantly organize all your client data, automate tasks, and track your sales pipeline. Sounds like a dream, right? Well, that’s exactly what a Customer Relationship Management (CRM) system can do for you as a final expense…
Want to sell more life insurance? Discover the best CRM for life insurance agents, packed with features that will help close more deals and grow your business.
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…
Original Question: Jeremiah Nolen asked:“I have a Jotform that my Facebook leads can fill out after submission and also send emails out to them once they submit the info. Anyway I can have that info or maybe just the link to their form attach to…
Original Question: Wesley Raymond Ging asked:“Am I able to manually put someone in a campaign while I add them to Agent CRM? I get leads from RocketPro one at a time, and it would be simpler just to add them to the campaign while I…
Original Question: Larry Gatz asked:“Is there a way to allow multiple instances of a client in the same pipeline? I have a pipeline set up for client service requests and have two requests to complete for the same client. When I try to make the…
Original Question: Wesley Raymond Ging asked:“I loaded a list with the tag refinance. When I go to sort by tags, that is not a tag it recognizes. I can see some of the leads I uploaded, and it looks like some got duplicated.” Answer: When…