Welcome to part 6 of our blog series, “How Insurance Agents Can Get More Clients”! Today, we’re diving into the crucial topic of providing excellent customer service to your existing clients, and we’re excited to introduce you to a game-changing tool: Agent CRM. This is…
Sales strategy
8 Articles
Original Question: Kendall Kuehnert asked us:“Quick Question: What is the benefit of buying a domain name for my giveaway funnel? Thanks for the responses ahead of time!” Answer: Purchasing a custom domain for your Giveaway Funnel offers significant advantages, especially when running Facebook Ads. Here’s…
Original Question: Gabrielle Nicholle Watters asked us: “Where do we find the scripts?” Answer: If you’re looking for scripts to use in your marketing and sales efforts, you can find them inside the Giveaway Funnel Client Resources Course in the Branning Library. Access the scripts…
Original Question: Christopher Duncan asked us: “Is there a pre-made email campaign for new clients in the CRM?” Answer: While Agent CRM does not have a built-in pre-made email campaign for new clients, we offer a powerful resource to help you get started quickly! Check…
Original Question: Art Somma asked us: “Looking to see who is using the free giveaway funnel but to their own current clients. If so, how do you market to them?” Answer: Many agents successfully use the Giveaway Funnel as a way to stay engaged with…
Original Question: Sandra Quinn asked us: “Since I’m the only user so far, I have not assigned myself to any opportunity. So are you saying when I start sending out emails, the email will not show my name?” Answer: Yes, your name will appear on…
Original Question: Oliver Stewart asked us: “Say you have a seminar date of X and you want to send a text X minus 24 to each of the attendees? How would you put this in a campaign so when the leads came in, it would…
Original Question: Stan Bodzick asked us: “Is there any way to book a callback appointment in my calendar using a pipeline stage and a trigger?” Answer: Currently, it is not possible to book an appointment automatically using a Pipeline Stage in conjunction with a Trigger…