The annuities market is thriving, but many agents struggle to build trust and nurture prospects into clients. Enter Agent CRM’s Branning Bundle for Annuities
lead automation
5 Articles
Agent CRM is designed to help insurance agents reach leads faster with built-in speed-to-lead automation. We get you in front of your prospect immediately.
Original Question: David Munley asked:“I have triggers set up for forms submitted, but when forms are completed, the trigger is not running and therefore the prospect is not getting entered into a campaign. Can you help me immediately? NJYM21 is the campaign.” Answer: If your…
Rick Ali Asked: “Do you have an option to bring Mini Chat leads into Agent CRM?” The Answer: Yes, you can integrate Mini Chat leads into Agent CRM using Zapier. This integration allows for seamless automation of lead transfers between platforms. How to Integrate Mini…
Derek Brown Asked: “Hi guys! I was asked to post this question in here so that you can create a video for me (US). Please create a tutorial to show me how to connect my WordPress Gravity Forms, via Zapier, to Agent CRM contact. Thanks!”…