Growth isn’t only about more leads. It’s often about creating more value for the clients you already have, because when value goes up, the budget goes up.
Sales Process
22 Articles
Learn how top insurance agents use faster follow-up, automation, and better systems to turn more leads into conversations and closed deals.
In this blog, “Mindsets and Goal Setting,” we explore essential strategies for fostering the right mindset and setting clear goals to propel your insurance business forward. Today, we focus on the theme of “Getting your mind right to grow your business.” Here’s how Agent CRM…
Imagine if you could wave a magic wand and instantly organize all your client data, automate tasks, and track your sales pipeline. Sounds like a dream, right? Well, that’s exactly what a Customer Relationship Management (CRM) system can do for you as a final expense…
Original Question: Robert Burns asked us:“How do I transfer from a client to a 3-way call with a carrier?” Answer: Agent CRM makes it simple to initiate a 3-way call while speaking with a client. You can seamlessly add a third party, such as an…
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: Merilyn Jeffs asked us:“Trying to send out a text and email to announce the winner of my giveaway, but I don’t have bulk requests in my CRM menu. How can I do this?” Answer: Agent CRM has updated the way you can send…
Original Question: Mahari McTier asked us:“How do I schedule an outbound email to go out at a later date?” Answer: Agent CRM allows you to schedule outbound emails to be sent at a later date using its automation tools. 📌 Watch this step-by-step tutorial to…