The 7-11-4 rule shows why most buyers need multiple interactions before purchasing and how insurance agents can automate follow-up to close more deals.
CRM Automation
54 Articles
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AgentAI is one of the most powerful features inside Agent CRM — but it only works if you turn it on.
Tired of spam calls and texts cluttering your CRM with fake contacts and junk opportunities? The new Inbound DND feature lets you block unwanted inbound communication at the source, across both calls and SMS
Your CRM doesn’t have to work in isolation. In fact, the real power of Agent CRM kicks in when it’s connected to the other platforms you already use—like Google Calendar, Outlook, Facebook, Instagram, TikTok, and more.
The Agent CRM Data Bridge is a Chrome extension that acts as a connector between your CRM and your enrollment platforms.
“If you haven’t tried Agent CRM, they’re the best in the industry when it comes to tech and AI.” — Cody Askins
“AI doesn’t replace agents—it frees them to focus on the work that matters.”
And here’s the wake-up call: If AI isn’t part of your 2025 strategy, you’re already behind.