Employee Benefits Success Tips

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 Success Tips

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

I did a bulk import but it is taking hours to load the contacts and still hasnt allowed me to initiate the campaign. Any help?

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Employee Benefits Success Tips