In the world of insurance sales, re-engaging with dormant leads can be a game-changer for agents seeking to expand their client base. In this installment of our series, we discuss the steps of reviving inactive leads and how Agent CRM serves as a reliable tool…
Personalization
5 Articles
In this blog post we’re introducing a new feature – the Page Visited Trigger. Imagine the ability to seamlessly integrate your website visitors with automations
In today’s fast-paced business world, maintaining a strong connection with your audience is crucial for sustained growth and success. One effective way to achieve this is through regular engagement initiatives, such as the launch of a daily motivational message series like “Morning Memos.” Inspired by…
Learn the latest Medicare Advantage marketing rules and address common criticisms to reach patients effectively in 2023 – 2024
This is a comprehensive training on how to edit your funnels within Agent CRM.