As your insurance business grows, it’s important to control who has access to your CRM—and what they’re allowed to do. Whether you’re onboarding a new team member, giving limited access to a virtual assistant, or removing someone who’s moved on, Agent CRM makes user management simple and secure.
CRM for agents
25 Articles
Want to take your insurance business to the next level? Start by connecting your own branded domain inside Agent CRM. Instead of sharing generic links like agentcrm.com/xyz, your landing pages and calendar links can now say things like book.youragencyname.com
If you’re new to Agent CRM, you don’t need to build a drip campaign from scratch. The 2.5 🔵 Lead Nurture workflow is already installed inside your Branning Bundle, turning cold leads into clients with consistent, automated follow-up.
Running Facebook ads? Great. But if your leads aren’t flowing directly into your CRM, you’re leaving money on the table. Manually importing leads means delays, lost data, and missed follow-ups. But when you connect your Facebook Lead Forms to Agent CRM, your new prospects land in your system instantly—ready for automated texts, emails, and booking links.
As an insurance agent, speed and organization are everything. Every new lead that slips through the cracks is a missed sale. That’s why adding contacts right away inside Agent CRM is one of the simplest but most powerful habits you can build.
As an insurance agent, your calendar is more than just a scheduling tool—it’s your silent assistant. A properly configured calendar does a lot of heavy lifting for your business
Becky’s story is exactly why Agent CRM launched our suite of AI tools: to help agents work smarter, not harder. Becky immediately saw the value.
The Dental & Vision Branning Bundle inside Agent CRM is the fastest, easiest way to increase your revenue and stay organized—without adding more work to your plate.