In today’s landscape of insurance sales, compliance and efficiency are essential. CMS and carriers are cracking down on fraudulent activities, making it more critical than ever for insurance agents to have their ducks in a row. That’s where Agent CRM comes in, offering a suite…
Customer Communication
9 Articles
We are thrilled to announce a partnership between Cody Askins and Agent CRM, “CodyCRM”! “No one does the insurance CRM game better, period!” – Cody Askins
Are you tired of the hefty costs and limitations of Click Funnels? Do you find yourself overwhelmed by the need to manage various tools for different tasks? If you’re nodding your head, you’re not alone. In this blog post, I’m excited to share my journey…
Wesley Raymond Ging asked:“I pulled a list out of my Agent CRM, but I want to make sure I know which ones have been DNC. Is there a way to find out?” Answer: Yes! You can identify and export contacts marked as DNC (Do Not…
Original Question: Larry Gatz asked:“When I receive an email reply, the emails show up in Agent CRM, but they don’t show up in my email inbox… is there a way to correct this?” Answer: Yes! You can set up a forwarding address in your SMTP…
Original Question: Barry McGlothin asked:“Is there any way to set up our notifications so that only MY activities show up in my activity feed? I’ve only got three people using the system and it’s already annoying to have everyone’s conversations in my feed… can’t imagine…
Original Question: Luis Cuevas asked:“For texting from Agent CRM, how long is one segment again?” Answer: In Agent CRM, a single SMS segment typically contains 120–160 characters, depending on the encoding used. However, some factors can reduce the number of characters per segment, such as:…
Original Question: Edward Financial Group asked:“Is it possible to change the text message to respond only during business hours? I had a lead fill out the survey at midnight, and it auto-responded. However, I’m comfortable with responding only during business hours, say 8 AM –…