Want to sell more life insurance? Discover the best CRM for life insurance agents, packed with features that will help close more deals and grow your business.
Lead management
115 Articles
Unlock the power of Agent CRM, your secret weapon in the final expense insurance industry. Stay ahead of the competition and take your success to new heights
If you want to improve your speed-to-lead and increase your chances of converting leads into customers, here are 5 reasons why you should consider using ScheduleBot: Automated Text Message Conversations: With ScheduleBot, you can set up automated text message conversations with your prospects and…
Are you tired of missing out on potential clients because you can’t respond to their inquiries quickly enough? Do you want to improve your speed-to-lead and increase your chances of converting leads into customers? If so, then ScheduleBot is the tool you need! With ScheduleBot,…
Original Question: Strider Devaney asked:“New here. What’s the main difference between campaigns and workflows? Why use one over the other?” Answer: Both Campaigns and Workflows in Agent CRM are powerful tools for automating communication and follow-ups, but they serve different purposes. Campaigns: Used for drip…
Original Question: Raymond Truong asked:“How to attach an email signature in Agent CRM email or email template?” Answer: Adding an email signature in Agent CRM ensures that all your outgoing emails maintain a professional appearance and consistency. With the new sidebar update, the location of…
Original Question: Barry McGlothin asked:“Is there any way to set up our notifications so that only MY activities show up in my activity feed? I’ve only got three people using the system and it’s already annoying to have everyone’s conversations in my feed… can’t imagine…
Original Question: Bruce Kuczinski asked:“If a contact has a landline, how can I make that number the default number for dialing without triggering unsuccessful SMS messages when it’s in a campaign?” Answer: If you have contacts with landline phone numbers, Agent CRM will attempt to…