The Build Segments feature inside Agent CRM now lets you build your perfect recipient list right inside the email campaign.
crm for insurance agents
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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…
Every time a lead submits their Canopy form, their info automatically flows into your CRM and triggers follow-up automations.
In this post, we’ll explain how split testing works, why it matters, and how to start running your own tests using Agent CRM’s built-in funnel builder.