CRM Solutions for Employee Benefits

1 Article

Agent CRM: Your Marketing Platform for Insurance Agents Selling Employee Benefits

Agent CRM Team December 29, 2023

2 Min Read

Alex Branning walked us through the steps of setting up Agent CRM specifically for employee benefits sales. See him setup funnels, automations, AI and more!

Marketing

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CRM Solutions for Employee Benefits

Agent CRM: Your Marketing Platform for Insurance Agents Selling Employee Benefits

Just curious if it records the conversation if making/receiving calls?

The Ultimate CRM Solution for Insurance Agents: Agent CRM

Any of you guys have come up with a call script or just an effective segue during that initial conversation with a giveaway entrant from the giveaway to our products?

Set Up A Hot Transfer Automation in Agent CRM

Send Email Trigger Action Not Firing

Do I need any add-ons to build a landing page?

So I want to be able to market a online training course that consist of videos. Where can I get assistance to get that done?

Can we attach a scheduling form link to the schedule bot or do we need to?

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CRM Solutions for Employee Benefits