If you’re an insurance agency owner, chances are you wear too many hats—lead generator, tech support, trainer, appointment setter, recruiter… the list goes on.
Follow-up strategy
6 Articles
Meet Rusty Noel, an experienced insurance agent based in Springfield, Missouri. Like many agents, Rusty initially used his CRM to simply store client info & manage leads.
Welcome back to our blog series dedicated to helping you upgrade your client acquisition. Today, we’re diving into a tactic that’s guaranteed to make your follow-up game stand out: adding a personal touch with follow-up texts. Why Adding a Personal Touch Matters Think about it…
Original Question: Merilyn Jeffs asked us:“Trying to send out a text and email to announce the winner of my giveaway, but I don’t have bulk requests in my CRM menu. How can I do this?” Answer: Agent CRM has updated the way you can send…
Original Question: Mahari McTier asked us:“How do I schedule an outbound email to go out at a later date?” Answer: Agent CRM allows you to schedule outbound emails to be sent at a later date using its automation tools. 📌 Watch this step-by-step tutorial to…
Original Question: Larry Gatz asked us:“OK—so a question… if I’m on the phone with a client and want to book them an appointment, what’s the best way to do it? Through my own calendar page? On their Contact Card? Does it matter?” Answer: You have…