We are thrilled to announce a partnership between Cody Askins and Agent CRM, “CodyCRM”! “No one does the insurance CRM game better, period!” – Cody Askins
CRM for agents
29 Articles
Have you ever opened an email sent through Agent CRM in Outlook and noticed that the images are missing, replaced by a red X or an empty placeholder? Don’t worry—this is a common issue and is typically related to Outlook’s default settings, which block images…
In this video, we go over how to add a funnel page that is made in Click Funnels into Agent CRM.
In this video, Ryan goes over how to add a Domain to your Agent CRM account so you can attach it to a funnel.
In this video, Ryan goes over communicating with your leads within Agent CRM.
In this video, Ryan goes over how to order your contacts and how to easily see your contacts and their answers to the giveaway questions.
In this video, Ryan shows you how to filter contacts and create lists to organize your contacts.
Campaigns are a cornerstone of effective client engagement. By creating and managing campaigns in Agent CRM, you can easily communicate with your audience, nurture leads, and convert them into loyal clients. Let’s walk through the process of creating a campaign and adding contacts to it…