You can now trigger workflows from All-in-One Chat replies in Agent CRM with smarter filters for Chat Widget and Live Chat.
CRM Workflows
11 Articles
In this Insurance News interview, Alex Branning explains the Contact Card Rule – and the text-first system agents need to get more calls answered.
Agent CRM was born to help insurance agents run marketing campaigns. Here’s the origin story—and how it became the biggest marketing platform for insurance.
When most agents think of a CRM, they picture a glorified Rolodex — a place to dump leads and maybe send an email now and then. But if you’re a life insurance agent using Agent CRM, your CRM is so much more than that.
If you’ve ever missed a hot lead because you waited too long to follow up, you’re not alone. Most businesses miss out on 78% of potential leads simply because they didn’t respond fast enough.
Video Sales Letters (VSLs) are powerful tools insurance agents can use for engaging potential clients, educating them, and driving conversions.
Are you ready to move your High Level-based CRM account to Agent CRM? Transitioning your account is easier than you might think.
The Art of Reviving Dead Leads In the fast-paced world of insurance, successful lead management is crucial for agents looking to convert prospects into valuable appointments and revenue. Let’s explore a powerful workflow within Agent CRM that promises to re-engage with leads effectively and expedite…