Luis Moreno, a seasoned agent with 22 years of experience, and Alex Branning talk about Agent CRM and how it’s revolutionizing the insurance industry
workflow
55 Articles
In today’s fast-paced world, effective collaboration is crucial for maximizing productivity and achieving organizational goals. With the Agent CRM Team Plan, you can streamline collaboration within your team, empowering everyone to work efficiently and seamlessly together. In this blog post, we will explore the benefits…
James Denezier asked us, “How do I set up for the person to receive an email after filling out my intake form. Also, how do I make sure the emails don’t go into Spam folder of the client?” “You can use a workflow to immediately…
Dan X Nguyen asked us, “Branning Group Support where is the trigger feature that is available under this library article?” ” “Triggers” are now in workflows.” Here is a loom video video where if is a certain response from the email recipient to an email…
Kirstin Elaine MArtin asked us, “I just had a great session with Alyssa, what a star! However, I am trying to connect a smart list to the long form funnel kit she fied for me but it does not appear in the list of workflows….
Dan X Nguyen asked us, “hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
Dan X Nguyen asked us, “Hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software” ” You can trigger a funnel sale (from your Agent CRM account) on the…