Every time a lead submits their Canopy form, their info automatically flows into your CRM and triggers follow-up automations.
insurance marketing automation
15 Articles
With Agent CRM’s new Win Back Campaigns, you now have a done-for-you solution to re-engage past clients and old prospects—without the guesswork.
“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
Designed specifically for insurance professionals, Branning Bundles provide pre-built workflows, email and SMS sequences, and automation strategies
If you love your existing website but want to take advantage of the powerful automations inside Branning Bundles, you’re in luck!
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
Infinite banking is a powerful financial strategy, but finding the right clients can be a challenge. Whether you’re new to selling participating whole life policies for debt elimination or have been in the game for a while, you need a steady flow of high-quality infinite…
One of the best ways to expand your reach and gain new clients is by partnering with businesses that already serve your ideal clients.