Discover the best CRM for independent insurance agents. Maximize efficiency, manage policies, and improve client relationships in 2023 and beyond.
CRM features
149 Articles
When comparing PhoneBurner and Agent CRM, you’ll notice significant differences. One goes beyond being a tool; it’s your strategic, AI-powered virtual assistant
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Comparing Agent CRM to GoHighLevel is like saying a Lexus and Toyota are the same because they were made in the same factory… Agent CRM provides a RADICALLY BETTER experience for you. GoHighLevel does NOT have: ScheduleBot (included for free with Agent CRM) Team Plans…
Original Question: Christopher Duncan asked us: “Is there a pre-made email campaign for new clients in the CRM?” Answer: While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly! Check…
Original Question: Sandra Quinn-Bailey asked us: “How do I remove or close notifications that I’ve already handled?” Answer: If you have unread notifications for emails, texts, or calls, you can mark them as read and remove them through both the Agent CRM app and desktop…
Original Question: Joel Daniels asked us: “Reviewing training on ‘Power Dialer.’ When leaving a VM – is that ringless?” Answer: Yes! The voicemail event within Agent CRM’s Power Dialer is ringless. This means that when you drop a voicemail using the Power Dialer, the recipient’s…