Naeem Johnson Jr. Asked: “When adding my Facebook lead trigger, is the lead contact information uploaded automatically into the CRM? I don’t see an action for add to contact list, just add contact tag. Or will I have to manually import the contacts?” The Answer…
Lead Generation
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Brian McIntosh Asked: “I created my funnels and added the domains. Now my website URL goes directly to the opt-in page for my funnel. How do I undo that?” The Solution If your website URL is automatically redirecting to your opt-in page, it’s likely because…
Life N Health 365 Asked: “Giveaway funnel ending tomorrow—any suggestions on announcement format other than Facebook Live? Not especially wanting to go live, any suggestions on time of day?” The Answer You don’t have to go live on Facebook to announce the winner! Instead, you…
Don Raines Asked: “Are there ads or a campaign for social media designed for high-end clients? IULs, etc.?” The Answer Yes! All of our pre-built ad campaigns can be used to target high-net-worth clients, such as those looking for Indexed Universal Life (IUL) insurance, retirement…
Chris Egbedi Asked: “Is there anything for mortgage protection?” The Answer Yes! Agent CRM offers a comprehensive Mortgage Protection content package that you can have added to your account at no additional cost. Here’s how to get it: How to Request the Mortgage Protection Content…
Glenn V. Castillo Asked: “Kindly advise…how do I do the drawing for my Giveaway card? This is my first time, so please excuse my silly question. Thank you.” The Answer It’s not a silly question at all—giveaways are a powerful tool for generating leads and…
Charmagne Preston Asked: “Do you all have Medicare ad copy for people turning 65?” The Answer Yes! Our Medicare Facebook Ad Kit includes ready-to-use ad copy specifically designed for people turning 65. This kit helps you target Medicare prospects effectively and simplifies your ad creation…
Charmagne Preston Asked: “Does Pack My Calendar cover Medicare info?” The Answer No, the Pack My Calendar course does not include specific Medicare information. Instead, this course focuses on teaching you how to: Set up a funnel Launch ads Attract prospects to watch your webinar…