Insurance intake forms are now in the Medicare and Health Insurance Branning Bundles. See what they ask and how to send one to a lead in 4 steps.
insurance lead follow-up
17 Articles
Meta’s Muse AI agent now works with Agent CRM. A guide made for insurance agents: 7 ways to use it for follow-up, renewals, and referrals.
iPhone is blocking your calls. Insurance agents without a contact card are getting 5–10% contact rates. Here’s the simple fix that gets you to 25%+.
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.
Cold calling isn’t dead—trusted calling is. If your number isn’t recognized, you’ll hit voicemail. The fix: send a contact card before you call.
Ditch Calendly. Agent CRM gives insurance agents unlimited calendars, smart availability, custom forms, and SMS/email reminders—all in one platform.
Insurance telesales has changed. Learn how text-first follow-up, contact cards, and AI help agents get calls answered and close more sales.
In this Insurance News interview, Alex Branning explains the Contact Card Rule – and the text-first system agents need to get more calls answered.