Dear Insurance Agent,
I understand that you’re considering Mason VanMeter’s new CRM, “The Forge CRM“. Today, we (myself and the entire Agent CRM team) invite you to compare The Forge CRM to Agent CRM: we’ll be addressing your concerns about technology, support, and quick results.
“The Forge” CRM appears to have left users with confusion and frustration, as evident from their reviews. One user recounted, “I was absolutely confused by how complicated this process was.” From not receiving login details to being directed to a separate platform for assistance, the initial setup proved to be an ordeal. Despite reaching out for help, another user expressed disappointment, stating, “Support was not good, answers were not straightforward solutions.” This inconsistency in support quality compounds the users’ difficulties, leaving them stranded.
Although they offer scheduled support calls and monthly live sessions, their support got nothing but negative reviews from the users we spoke to. While one user mentioned the calendar for support calls, stating, “They have a calendar where you can schedule a support call,” the team they were supposed to work with proved to be very difficult to work with. These firsthand experiences should be considered as you research this option.
“[Getting started] was the most confusing process to start using this CRM. I was told I should have gotten a username / password emailed to me to start and I didn’t. Then I got emails saying I didn’t finish the sign up process (which I did). I emailed support and they were quick to respond, but they asked me to join a Slack channel for continued help…it took 3 back/forth emails for them to tell me that I got emailed a course link that I needed to open to get access to the CRM. I opened the course and couldn’t find the CRM. I was absolutely confused by how complicated this process was.” – Kelly
In the ever-evolving landscape of the insurance industry, staying ahead of the curve is not just a competitive advantage; it’s an absolute necessity. As we navigate the intricate web of new FCC regulations and confront unprecedented marketing challenges, the importance of choosing the right Customer Relationship Management (CRM) system has never been more urgent.
I’m Alex Branning, and I’ve been in the trenches of the insurance business long enough to understand the pivotal role that an effective CRM plays in not only compliance but also in driving business growth.
Mason VanMeter launched their new CRM recently, and while we love seeing new software being created for insurance agents, we are concerned they will not be actively supporting or investing in their platform.
Updated March 26, 2024
Exploring the Power of GoHighLevel (The Forge CRM and Agent CRM are built on GoHighLevel)
GoHighLevel boasts many impressive features – here’s our Top 8:
- CRM and Pipeline Management: Ensure no opportunity slips through the cracks.
- Unlimited Funnel Builder: Expand your reach with limitless sales funnels.
- Website Builder: Create professional, responsive websites effortlessly.
- Survey and Forms: Collect valuable feedback seamlessly.
- Email Marketing: Simplify email campaigns for effective communication.
- SMS Marketing: Personalize text messages to boost engagement.
- Booking Appointments: Streamline scheduling and calendar management.
- Workflow Automations: Save time by automating repetitive tasks.
Unleashing the Power of Agent CRM for Insurance Agents
Elevate your agency’s marketing and sales strategies with Agent CRM, the revolutionary all-in-one platform designed to empower your business.
Capture More Leads with Ease:
In the competitive landscape of insurance, capturing leads efficiently is key to success. Agent CRM simplifies this process with a comprehensive suite platform featuring a powerful Page Builder. This intuitive tool allows you to create professional websites, engaging funnels, and captivating landing pages, all in one place. The drag-and-drop interface ensures that even if you’re not tech-savvy, you can build high-performing pages within minutes. Additionally, the built-in calendar application streamlines appointment scheduling, making it a breeze to connect with potential clients.
Automate Your Messages and Nurture Leads:
Gone are the days of manual follow-ups. Agent CRM introduces multi-channel follow-up campaigns to automate engaging interactions with your leads. Whether it’s through phone connect, voicemail drops, SMS, emails, or Facebook Messenger, Agent CRM ensures that your communication remains personalized and effective. The platform’s fully automated booking system allows you to effortlessly book leads and prospects into your calendar, providing a hands-off approach to nurturing relationships.
Create Membership Areas for Community Building:
Agent CRM recognizes the importance of community building for insurance agents. With its Membership Platform, you can create a thriving community for your agency or clients. Offering full-featured courses with unlimited video hosting and users, you can provide both free and paid courses, tailored to your clients’ needs. The unlimited usage feature ensures flexibility in crafting courses that add value to your agency.
Closing Deals and Beyond – Agent CRM’s Comprehensive Solutions
Manage Workflow and Pipeline Efficiently:
Agent CRM’s built-in Pipeline Management feature allows you to keep track of your leads’ progress through the sales funnel. This ensures that no opportunity slips through the cracks, providing a visual overview of your workflow and pipeline. The platform’s integration with Stripe enables you to collect customer payments seamlessly, making transactions a smooth part of your process.
Award-Winning Support for Your Success:
Agent CRM understands that a platform is only as good as its support system. Switching to Agent CRM is made easy with one-click imports from your previous marketing tools. Enjoy 24/7 multi-channel support via live chat, email, or phone, ensuring that your agency’s needs are always met.
Conclusion: Choose Agent CRM
In conclusion, Agent CRM isn’t just a tool; it’s a game-changer for insurance agents. From capturing leads to nurturing relationships, managing workflow to providing award-winning support, Agent CRM offers a comprehensive solution for insurance agents looking to take their agency to new heights. Sign up for a 14-day free trial today and witness the difference Agent CRM can make for your agency.
We are investing money into growing your business, all you pay is $97 per month
Agent CRM Support Options (Compare to The Forge CRM)
Agent CRM understands the importance of support, especially for those less tech-savvy. We offer:
- 24/7 Support: Enjoy peace of mind with responsive customer support, available all day every day inside Agent CRM
- Daily Live Zoom Calls: Gain expert guidance and training through daily live Zoom calls. We’re available to all users, from 7am PST to 5pm PST.
- Phone Support: Reach out for assistance when you need it most. We pick up the phone!
- Email Support: Our email support team is very responsive, and will often include a Loom video showing you each step.
- Facebook Group: We have a fun, vibrant Facebook group where we help each other grow!
We were not able to find any information on the support options offered by The Forge CRM – that’s a red flag 😬
Exclusive Agent CRM Features (Can’t Find These on The Forge CRM)
Agent CRM offers features designed specifically for insurance agents:
- AgentAI: Simplify appointment scheduling and management effortlessly.
- Team Plans: Collaborate seamlessly with your team, managing user access efficiently.
- Custom Dashboards: Tailor your dashboard to display relevant insurance metrics.
- Click & Play Library: Simplify marketing campaigns with industry-tailored resources.
Agent CRM Client Reviews
Our satisfied clients speak volumes about the support of Agent CRM:
- Charlie Lloyd: “Your customer service is on point. Agent CRM has been one of the best decisions I’ve ever made.”
- Vernon: “Agent CRM is allowing me to use my tech skills while learning and tackling the way I want to run my own business.”
- Chris O’Connor: “I’ve used the campaigns to revive dead leads, which have led to many sales! It works!”
- Samantha McClain: “Agent CRM is the best decision I could have made – a way to 10X your business in an all-inclusive package.”
- John Johnson: “I am very grateful for these guys and their very helpful team. All of their resources and help are priceless.”
- Jose Brooks: “Agent CRM has made a huge contribution to any salesperson’s ability to organize and structure their leads, marketing, and CRM.”
Make the Smart Choice with Agent CRM:
In your journey to selecting the software to run your business, choose Agent CRM. With unparalleled support, exclusive features, and a community that understands your needs, we are confident Agent CRM is the missing piece in your success puzzle.
Sign up today and experience the power of Agent CRM.
PS – we can transfer your The Forge CRM account to Agent CRM – without losing any data!
Learn More About Agent CRM:
- PRESS RELEASE: Agent CRM Announces Social Media Marketing AI-Powered Tools, Free of Charge!
- Success with Agent CRM: A Conversation with Luis Moreno and Alex Branning
- Cody Askins Loves the Go High Level Platform and Agent CRM
- “An outstanding Experience with Alyssa from Agent-CRM Support!” – Bart Uguccioni
- Should Insurance Agents Use GoHighLevel or Agent CRM? Becky Wilson Shocks Us