At Agent CRM, we understand that growing a Medicare business takes time, energy, and focus. That’s why we’ve created the Branning Bundle specifically for Medicare agents. This bundle is a complete solution that combines automations, workflows, and marketing campaigns, helping you streamline your work and…
Referral Campaigns
6 Articles
David Duford Highlights Agent CRM: “You’ll Discover a Huge Benefit of Using Agent CRM Over the Other Ones”
In this blog post, we compare Agent CRM with HighLevel for insurance agents, highlighting how Agent CRM provides a comprehensive solution to meet agents’ needs
In the highly competitive insurance industry, maximizing revenue and efficiency is crucial for success. Agent CRM is designed to help insurance agents do just that. With a comprehensive suite of tools and features, Agent CRM empowers agents to set more appointments, increase appointment show rates,…
Ramiro Cabrera Asked: “Quick question: Has anyone used the system to generate leads for referral partners? TIA” The Answer: Yes! Agent CRM offers a Referral Marketing Campaign that’s perfect for generating leads specifically for referral partners. This campaign is designed to streamline the referral process…
Don Raines Asked: “By chance, is there a good asking-for-referral template for emails to link the referral funnel to?” The Answer: Yes, we have pre-written referral campaigns included in our Click-and-Play Campaigns! These templates are designed to make it easy for you to request referrals…