Agent CRM’s Contact Detail Page just got a massive upgrade — resizable panels, pinned custom fields, flexible tags, and more. Here’s everything that changed
CRM features
154 Articles
Tired of reapplying the same filters in Conversations? Save time and stay focused with Conversation Views—now live in the New Conversations interface.
This UI update brings better color contrast, easier navigation, and faster access to important tools like tags, opportunities, and engagement scores.
Agent CRM just added a powerful upgrade to your Reputation Management toolkit — Video Testimonials are now live in Labs!
Send thousands of review requests instantly—faster, smarter, and more reliable than ever with Agent CRM’s rebuilt Bulk Review Request tool.
Insurance agents often face a daunting task: juggling countless leads, managing client communications, and ensuring compliance with industry standards. With Agent CRM, those challenges become opportunities. In this guide, we’ll walk through the steps shared by Alex Branning and Will Winter in their coaching session…
In today’s landscape of insurance sales, compliance and efficiency are essential. CMS and carriers are cracking down on fraudulent activities, making it more critical than ever for insurance agents to have their ducks in a row. That’s where Agent CRM comes in, offering a suite…
Agent CRM’s new Revenue+ feature with Fair Auto Warranty helps agents boost revenue by easily integrating high-demand products into their offerings.