Employee Benefits Marketing Platform

1 Article

Agent CRM: Your Marketing Platform for Insurance Agents Selling Employee Benefits

Agent CRM Team December 29, 2023

2 Min Read

Alex Branning walked us through the steps of setting up Agent CRM specifically for employee benefits sales. See him setup funnels, automations, AI and more!

Marketing

Page 1 of 1

Employee Benefits Marketing Platform

Agent CRM: Your Marketing Platform for Insurance Agents Selling Employee Benefits

How best to make my marketing messages not appear like spam?

How can I schedule texts to 100+ leads a day with individual photos attached (direct mail leads), and from different numbers for different states?

If/else condition for when a contact replies

Does anyone know if we can set up an automated birthday greeting campaign that would go out automatically on a clients birthday?

A2P Police Cracking Down! – A2P Compliance May 2024 Updates

I want to see all of my contacts who have a birthday every day when I open the phone app…how do I do that?

Is there a way to set it up so Agent CRM sends a certain number of emails to a specified number of contacts each week day out of a contact smart list?

Can we attach a scheduling form link to the schedule bot or do we need to?

Press ESC to close

Employee Benefits Marketing Platform