As a life insurance agent the sticky notes, spreadsheets, and missed calls were starting to cost her real money. Why Courtney chose THIS Life insurance CRM
follow-up automation
25 Articles
“Agent CRM has everything in it. Email campaigns, texting, automations… and it’s already done!” – Sarah Copeland, why she chose Agent CRM for her Medicare CRM
With Agent CRM’s new Win Back Campaigns, you now have a done-for-you solution to re-engage past clients and old prospects—without the guesswork.
If you’re running Medicare, Final Expense, or Retirement Planning campaigns, targeting the right audience is crucial. One of the easiest ways to do this inside Agent CRM is by filtering your contacts by birth year and creating a Smart List. A Smart List allows you…
Let’s dive into what the Agent CRM Activator is, how it works, and how you can use it to maximize your CRM efficiency.
If you love your existing website but want to take advantage of the powerful automations inside Branning Bundles, you’re in luck!
[VIDEO TRAINING] By automating routine tasks, insurance agents can focus on what truly matters: building relationships and closing deals.
Facebook leads can be a goldmine for annuity sales, but only if you have a solid follow-up system in place. Agent CRM’s Branning Bundle for Annuities makes it effortless to connect with these leads, nurture their interest, and turn them into loyal clients. Follow these…