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.
marketing automation.
152 Articles
Are you tired of the hefty costs and limitations of Click Funnels? Do you find yourself overwhelmed by the need to manage various tools for different tasks? If you’re nodding your head, you’re not alone. In this blog post, I’m excited to share my journey…
Are you a Medicare agent seeking an all-in-one solution for your marketing platform? Look no further! In this blog post, we’ll address some of the key questions you might have about enhancing your marketing strategies with Agent CRM. From leveraging Facebook ads to blogging, texting,…
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: Becky Chopek Wilson asked:“Curious, I spoke with a group called Fully Covered today. Much of what they wanted to sell I already had and told them so, but they have a pretty impressive system for getting real estate leads on FB, then using…
Original Question: Larry Gatz asked:“When I receive an email reply, the emails show up in Agent CRM, but they don’t show up in my email inbox… is there a way to correct this?” Answer: Yes! You can set up a forwarding address in your SMTP…
Original Question: Anh Tran asked:“I need help with doing a dripping campaign for text message. I know Alex said there’s a live Zoom every Friday. Is it the same Zoom we use every day from 7 AM & 2 PM?” Answer: Yes! You can attend…
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…