Agent CRM’s Contact Detail Page just got a massive upgrade — resizable panels, pinned custom fields, flexible tags, and more. Here’s everything that changed
CRM updates
5 Articles
Funnel AI now generates full pages 2.4x faster and inserts new sections with smarter design matching—build better funnels, faster than ever.
Both of these new mobile features are designed to remove friction, build agent confidence, and turn every conversation into a conversion opportunity.
Whether you’re booking a Medicare review or confirming a life insurance application, your CRM should help you do the work, not just log it.
As an insurance agent, your message is only as effective as your list is clean. That’s why targeted bulk campaigns are a game-changer.