Agent CRM’s General Insurance Snapshot can be customized into a complete hospital indemnity system with workflows, pipelines, emails, texts, and funnels.
Insurance Automation
63 Articles
Agent CRM’s General Insurance Snapshot can be customized into a complete hospital indemnity system with workflows, emails, texts, pipelines, and funnels.
Agent CRM’s Medicare Bundle now includes built-in call scripts and automatic SOA PDFs, helping Medicare agents stay organized, compliant, and focused.
The General Insurance Snapshot gives Agent CRM users a flexible system for commercial insurance, hospital indemnity, and niche products without a dedicated bundle.
Missed calls are silent revenue loss—referrals, quote-ready prospects, and clients disappear fast. Voice AI answers instantly, books calls, and logs everything.
The new General Insurance Branning Bundle is live in the Click & Play Library—built for agents who sell multiple products and need a flexible starting point.
Agent CRM Pro just got a major upgrade. Now your running ad campaigns can be reviewed by our team — no call needed. Here’s what’s new and how to use it.
Calling instantly isn’t “speed-to-lead” anymore—it’s a fast way to get screened. Text first, send your contact card, then earn the call.