Turn cold or aged leads into booked calls with the Webinar Funnel Add-On, registration page, hosted video page, calendar, and email sequences included.
Email automation
10 Articles
Learn how to create your VCF contact card, attach it to workflows, and send it automatically to new leads inside Agent CRM.
A practical, step-by-step onboarding guide for insurance agents: learn how to set up Agent CRM, import Branning Bundles, train AgentAI, and go live fast
Your nurture campaigns are more than just a series of emails and texts—they’re your ongoing conversation with every lead and client.
[VIDEO TRAINING] By automating routine tasks, insurance agents can focus on what truly matters: building relationships and closing deals.
Drip Email Campaigns help insurance agents stay in touch with clients, share updates, & remind them of your services. Here’s our recommendations for 5 campaigns
Original Question: Strider Devaney asked:“New here. What’s the main difference between campaigns and workflows? Why use one over the other?” Answer: Both Campaigns and Workflows in Agent CRM are powerful tools for automating communication and follow-ups, but they serve different purposes. Campaigns: Used for drip…
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…