[VIDEO TRAINING] By automating routine tasks, insurance agents can focus on what truly matters: building relationships and closing deals.
voicemail drops
7 Articles
Andy Lansing Asked: “Rookie question. I just recorded my voicemail on the CRM. Where do I go to do the ringless voicemail now?” The Answer: Setting up a ringless voicemail in Agent CRM is straightforward. Follow these steps to integrate your pre-recorded voicemail into a…
Hunter Family Insurance Asked: “Alright, so how do you go about using the Autodialer? Can it only do voicemail drops?” The Answer: The Autodialer in Agent CRM is a progressive dialer that calls one number at a time. While it allows you to leave voicemails…
Five Star Benefit Solutions Asked: “One of the ‘7 tools in one’ is a Power Dialer. I think I misunderstood what it actually is capable of doing. It is capable of automatically calling a list of leads one after the other, correct? However, you have…
In this video, Ryan explains how to create a power dialer campaign that leaves a voicemail only after a number of missed calls (the number is set by you) is reached.
In this video, Ryan explains how to do a voicemail drop.
In this video, Ryan explains how to schedule out an email, text, or voicemail at a specific time using a campaign.