We have been waiting to share this one, and the moment is finally here.
Agent CRM just rolled out one of the most significant updates to the Contact Detail Page we’ve ever seen — and if you’ve ever wished your contact records could just work the way your team actually works, this is your update. This isn’t a tweak. This isn’t a minor quality-of-life patch. This is a full-on overhaul of how you see, organize, and interact with your contact data every single day.
Let’s break it all down.
What’s New: Deep Layout Personalization
Resizable Side Panels
Up until now, the left column of your contact record was locked into a narrow, fixed width — which meant longer custom field labels or nested text records got cramped and hard to read at a glance.
That’s done. You can now drag and expand the left panel to whatever width works best for your team. If your agents are working with detailed notes or long custom field entries, they can finally see them cleanly without squinting or clicking into individual fields.
Decoupled Owners & Followers
Before this update, Owners and Followers were tied together on the contact card. If you wanted one, you got both. Now they’re completely independent.
You can now choose to display:
- Only Owners
- Only Followers
- Both
- Neither
This gives team leads the ability to show exactly the right relationship data on the primary contact card without visual clutter. If your workflow doesn’t need Followers displayed on the card at all, remove them. Simple.
Custom Fields on the Contact Card
This one is a game-changer for fast-moving sales and support teams.
You can now pin any two custom fields directly onto the core contact card in read-only view. Think about the fields your team references constantly — policy type, renewal date, preferred contact time, lead source — whatever your most critical at-a-glance data points are, you can surface them immediately without digging into tabs.
Note: These pinned fields are read-only on the contact card. To edit the values, head to the All Fields tab as usual.
No more hunting. The data you need most is right there the second you open a contact.
Flexible Tag Placement
Tags are useful — but they don’t have to dominate your contact card layout. Now you get to decide where they live.
Move your tags to either the left panel or the center panel based on your visual preferences and workflow priorities. If tags are secondary to your process, push them out of the way. If they’re critical, keep them front and center. Your call.
Customizable & Reorderable Tabs
Your team doesn’t all work in the same order — so why should your tabs be locked in place?
Two big changes here:
- Rename the Actions and All Fields tabs to match your team’s language. Call “Actions” whatever your team actually calls it.
- Reorder tabs to reflect the actual sequence of operations your agents use throughout their day.
This is the kind of personalization that sounds small but compounds over time. When your interface matches your workflow instead of fighting it, your team moves faster and makes fewer mistakes.
Dynamic Tabs Open by Default
Here’s the one that saves clicks every single day.
Any operational module placed inside a Dynamic Tab will now automatically expand the moment the tab is opened. Previously, agents had to click to expand each module after navigating to a tab. That extra click — multiplied by dozens of contacts per day — adds up fast.
Now it’s gone. Open the tab, see the data. Done.
What’s Coming Next
Agent CRM isn’t stopping here. Here’s what’s on the horizon for Contact Detail Page customization:
1. Multi-Placement Modules Soon you’ll be able to place a single module more than once across different panels on the same page. Need your notes block in both the left panel and center panel? That’ll be possible.
2. Granular Layout Permissions Dedicated user-level permissions are coming that will control who can create, edit, or lock customized contact views. This is huge for agencies with multiple agents and strict process standards.
3. Native Email Composer Trigger Clicking a contact’s email icon will launch Agent CRM’s native email composer directly — instead of defaulting to your computer’s mail app. Clean, fast, and keeps everything inside the platform where it belongs.
The Bottom Line
Your contact record should feel like a custom tool built for your team — not a generic template you’re forced to work around. These updates move Agent CRM significantly closer to that vision.
Dig in, set up your layouts, and let us know what you think.
Learn more about Agent CRM and start a free trial at Agent-CRM.com
How Agent CRM’s AI Tools Keep Your Pipeline Moving
Managing leads, following up consistently, and keeping your contact records organized takes time. Agent CRM is built to handle the parts that don’t require you — so you can focus on the conversations that do.
LOANNE is Agent CRM’s AI voice assistant. She automatically calls new leads the moment they come in, confirms appointments, and follows up after hours — without you or your team picking up the phone. For agents who want faster speed-to-lead and consistent follow-up without adding headcount, LOANNE is the practical first step.
AgentAI is the conversational AI built into your pipeline. It responds to inbound messages, qualifies leads, and books appointments automatically. While you’re focused on your highest-value work, AgentAI keeps the conversation going with every lead in your pipeline.
Both tools are included with every Agent CRM plan, starting at $97/month. No add-ons, no extra fees — just the tools you need to follow up faster and convert more leads.
Start Your Free Trial of Agent CRM
Agent CRM gives insurance agents the CRM, automation, and AI tools they need to follow up faster, manage leads consistently, and grow their business.
- Agent CRM Starter — $97/month · Includes Branning Bundles, AgentAI, LOANNE, and 24/7 support. Start with a 14-day free trial.
- Agent CRM Pro — $197/month · Adds unlimited 1-on-1 coaching, The Growth Rooms, and advanced ad tools for agencies ready to scale.
👉 Start your 14-day free trial of Agent CRM
📅 Book a consult with our team
🎙️ Listen to Agency Acceleration
Related reading:
- Why iPhone Is Blocking Insurance Agents (and the Rule That Fixes It)
- Why Agent CRM Doesn’t Offer Blue Bubble Texting
- HubSpot Just Tried to Sell Your Client Data
Frequently Asked Questions
What is the Agent CRM Contact Detail Page?
The Contact Detail Page is the central record for each contact inside Agent CRM. It shows all of a contact’s information, communication history, pipeline stage, notes, tasks, and activity in one place. The recent upgrade added deep layout personalization — meaning agents and agencies can now customize exactly which information appears, in what order, and in what layout, so the page matches how your team actually works rather than forcing you into a generic template.
What changed in the Contact Detail Page upgrade?
The upgrade added deep layout personalization, allowing users to choose which modules appear on their Contact Detail Page and arrange them in a layout that fits their workflow. Upcoming additions include multi-placement modules (placing the same module in multiple panels), granular layout permissions (controlling who can edit or lock layouts), and a native email composer trigger so clicking a contact’s email launches Agent CRM’s email tool directly.
Does Agent CRM include LOANNE and AgentAI?
Yes. LOANNE is Agent CRM’s built-in AI voice assistant that automatically calls new leads, confirms appointments, and follows up after hours. AgentAI is the conversational AI that responds to inbound messages and qualifies leads. Both tools are included with every Agent CRM plan starting at $97 per month and work alongside the Contact Detail Page to give you a complete picture of every lead conversation in one place.
What does Agent CRM cost?
Agent CRM Starter is $97 per month and includes Branning Bundles, AgentAI, LOANNE, the customizable Contact Detail Page, and 24/7 support. Agent CRM Pro is $197 per month and adds unlimited 1-on-1 coaching, The Growth Rooms, and advanced advertising tools. Both plans include a 14-day free trial.
How does Agent CRM compare to GoHighLevel?
Agent CRM is built on the same infrastructure as GoHighLevel but is purpose-configured for insurance agents and agency owners. Out of the box, Agent CRM includes pre-built insurance pipelines, Branning Bundles, AgentAI, LOANNE, and insurance-specific training — so you are not starting from scratch. Agent CRM Starter at $97/month includes everything most insurance agents need, compared to GoHighLevel’s base plan which requires significant configuration before it is useful for insurance workflows.
