Insurance CRM support feedback: “The most important thing—they made me feel heard. They made me feel like my business was important to them”
crm for insurance agents
40 Articles
At this year’s InsurTech conference, one session stood out with a bold and transformative claim: “Agency transactions are the new currency in insurance.”
The Build Segments feature inside Agent CRM now lets you build your perfect recipient list right inside the email campaign.
If you’ve ever spent hours fiddling with automations, trying to connect systems, or hiring developers to “custom-build” your CRM—you already know the pain
As your CRM grows, so does the clutter. We’ve heard from countless users: managing custom fields—especially deleting them—can be tedious and frustrating.
There’s a trap that too many insurance agency owners fall into called the “premium trap.” It’s time to shift from vanity metrics to a real growth strategy
You’re sitting on a goldmine of opportunity, and Agent CRM is built to help you turn that potential into appointments, referrals, and sales.
Chances are you’ve heard of High Level (often called “GoHighLevel”). It’s a powerful platform with incredible flexibility. The tools are there—but so is the overwhelm. At its core, High Level is a blank slate. That’s both its greatest strength and its biggest weakness—especially for insurance…