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…
Email campaigns
25 Articles
As of February 2024, changes in email marketing are here. If you’re using Constant Contact, you will probably see a big reduction in deliverability
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: Charles Atkinson asked:“Hello team, can you build a newsletter? Is there a video training?” Answer: Yes! Agent CRM includes an Email Builder that allows you to create and send newsletters effortlessly. Whether you want to send weekly updates, industry insights, or promotional content,…
Original Question: Edwin Mezua asked us:“Does the email marketing integrate with Google Workspace email, or is it separate? Looking to start sending out a newsletter for clients but wanted it to come from my domain.” Answer: You don’t need a direct integration between Agent CRM…
Original Question: Larry Gatz asked us:“Is there a way to import an HTML email as a template? I have exported them from Mailchimp.” Answer: Yes! Agent CRM allows you to import HTML emails and use them as templates for your campaigns. If you’ve exported your…
Original Question: Christopher Duncan asked us: “Is there a pre-made email campaign for new clients in the CRM?” Answer: While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly! Check…
Original Question: Sandra Quinn asked us: “Since I’m the only user so far, I have not assigned myself to any opportunity. So are you saying when I start sending out emails, the email will not show my name?” Answer: Yes, your name will appear on…