At this year’s InsurTech conference, one session stood out with a bold and transformative claim: “Agency transactions are the new currency in insurance.”
insurance crm
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You’re sitting on a goldmine of opportunity, and Agent CRM is built to help you turn that potential into appointments, referrals, and sales.
Chances are you’ve heard of High Level (often called “GoHighLevel”). It’s a powerful platform with incredible flexibility. The tools are there—but so is the overwhelm. At its core, High Level is a blank slate. That’s both its greatest strength and its biggest weakness—especially for insurance…
We’re excited to announce changes to the Agent CRM affiliate program that make it more profitable, more exclusive, and more aligned with the values we stand for
This guide will help you upgrade your insurance agent marketing with text messages that actually work. Compliance and AI tips included.
Every time a lead submits their Canopy form, their info automatically flows into your CRM and triggers follow-up automations.
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…
“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