Heritage Life Solutions asked us, “How can I refer some of my colleagues to Agent CRM with my affiliate link and share specific funnels, campaigns, automation and triggers? Is that possible? Please advise, thanks.” “You can share your funnels, workflows, all of it – and…
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Gary for Insurance asked us. “Hey y’all, I made a funnel for a free eBook and created the form to collect name and email information. However, Is there a video I can watch that shows how to have the book sent to their email when…
Enza Baiarunas asked us, “Is there a way to link up Ezlynx and Agent Crm?” “Yes you can, watch this loom please: https://www.loom.com/share/a71fa8f451b646b5bcf5cd0b98cd415e Thanks”
Ben Garcia asked us, “Hi! I am about done with my mortgage protection lead ad on facebook but it is asking me to link a privacy policy. I couldnt find the tutorial explanation for that in the mortgage protection ad kit in the branning library….
Felicia Pouncil asked us, “Is agent crm still offering the referral link? If so where do I find my link?” “Yes we are!! http://affiliates.branninggroup.com“
Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. With these tools, businesses can…
Here we go!! The long-awaited Agent CRM API is here with a bang!! New features and integrations are the talking points of our featured pack full of powerful products. With custom integrations, you will get more freedom to use our lead generation tool with full…
Jose Brooks asked us, “Is there a video showing how to have a text message sent to my cell phone when somebody schedules on my calendar link. I missed an appointment on Monday because I wasn’t notified. Also how do I set my Facebook leads…