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
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: 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…
Brian McIntosh Asked: “I had several contacts that imported that I would like to delete. It’s probably really easy, but I can’t figure out how to delete them. Any help is appreciated. Thank you!” The Answer Deleting contacts in Agent CRM is quick and easy….
Bruce Kuczinski Asked: “Is there a way to extend an email campaign without adding emails or contacts one by one? For example, the giveaway lead campaign has a sequence. It stops after the last email. Can I automatically add the leads to another campaign like…