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…
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“Alex understands our niche. This is built for what we do. We’re working together to keep refining it, which means it’s only going to get better” – Emily Palmer
With the latest updates to the Opportunities feature (sometimes called “Pipelines”) in Agent CRM, insurance agents now have more visibility than ever before
Setting up and automating your newsletter is easier than you think. Here’s a step-by-step guide for insurance agent to building, sending & managing a newsletter
Agent CRM Review “The live support team is not only helpful but also friendly and professional. I’ve never felt like I was being ‘rushed’ off the chat.”
One of the best ways to expand your reach and gain new clients is by partnering with businesses that already serve your ideal clients.
People love free stuff. A Giveaway Funnel takes advantage of this by offering a prize to attract leads. It’s an effective way to get $1.00 leads
“I Want a System That Works—And Agent CRM Just Works” – David Matos. Insurance agents don’t have time to waste. That’s why Agent CRM provides…