Employee Benefits Sales Revolution

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

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Employee Benefits Sales Revolution

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

Craft Your Digital Presence with Agent CRM’s Effortless Website Builder

Is there a way to allow multiple instances of a client in the same pipeline?

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Lead2Client CRM – the CRM Built by Corey Bell (He also owns Bright Harbor Benefits)

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Employee Benefits Sales Revolution