Ditch Calendly. Agent CRM gives insurance agents unlimited calendars, smart availability, custom forms, and SMS/email reminders—all in one platform.
Sales Pipeline
10 Articles
If you’re an insurance agency owner, chances are you wear too many hats—lead generator, tech support, trainer, appointment setter, recruiter… the list goes on.
Meet Rusty Noel, an experienced insurance agent based in Springfield, Missouri. Like many agents, Rusty initially used his CRM to simply store client info & manage leads.
As of February 2024, changes in email marketing are here. If you’re using Constant Contact, you will probably see a big reduction in deliverability
Watch a full demo of Agent CRM! Remember, there are no setup fees or long-term contracts. Agent CRM has to earn your business month after month.
Original Question: Larry Gatz asked:“Is there a way to allow multiple instances of a client in the same pipeline? I have a pipeline set up for client service requests and have two requests to complete for the same client. When I try to make the…
Original Question: Larry Gatz asked us:“Hi—In triggers, is there a way to add logic to a condition? I have a trigger to add a client to a pipeline if they have a ‘Client’ tag, but I want to duplicate the trigger to put the leads…
Original Question: Doran Burnside asked us:“I have a funnel set up and a trigger that adds them to a pipeline. Is there a way to add them as a contact and not an opportunity? Just realized these leads are affecting my close rate and they…