At Agent CRM, we know one truth better than anyone:
Support isn’t just a feature—it’s the heartbeat of your CRM experience.
That’s why we’ve built an entire support system around one simple goal:
✅ Get you answers—fast.
Whether you’re troubleshooting a tech issue, looking for a strategy tip, or just need someone to walk you through the next step, we’ve got your back.
Let’s take you behind the scenes and show you how we built our support team around a philosophy we call “Speed to Solution.”
⚡ What is “Speed to Solution”?
Speed to solution is exactly what it sounds like:
How fast can you send in a question… and how fast can you get it solved?
We obsess over this. We’ve literally graphed it out. The closer your support journey looks like a straight line from question to solution, the better your experience—and the faster your business can move forward.
So how are we shortening that line? By giving you multiple support options, each designed for different styles, needs, and urgency levels.
Let’s walk through each one.
💬 1. Live Chat Support (Getting Smarter with GPT)
Our chat support has always been popular. Agents love being able to get real-time help while they’re inside the platform.
But now we’re making it even better.
We’re building a custom GPT into our Agent CRM chat system—trained on:
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The Agent CRM platform
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Our Branning Bundles
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Common automation and marketing strategies
That means you’ll be able to ask questions and get instant, accurate responses 24/7—even outside business hours.
Need help with a workflow? Wondering how to launch a campaign? Our GPT will get you started in seconds.
💡 Coming soon—and it’s going to be a game changer.
📞 2. 24/7 Phone Support (Powered by Irene)
Yes, you read that right. We offer live phone support 24/7.
Our AI assistant, Irene, handles basic questions with ease. If your issue needs a human touch, she’ll create a support ticket and escalate it immediately to our team—so we can get back to you quickly with real solutions.
“Our phone support is killer,” says Alex Branning. “It’s currently the fastest way to go from question to clarity.”
For agents who prefer voice over typing, this is the gold standard.
💻 3. Live Zoom Support (The Fan Favorite)
Our live Zoom room is open Monday to Friday, 7am–6pm Pacific, and it’s one of the most loved features of Agent CRM support.
“You guys love our Zoom support team. And we love our Zoom support team.”
This is where you can:
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Get live screen-share help
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Troubleshoot with an expert
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Build automations side-by-side
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Ask follow-up questions in real time
While there can sometimes be a short wait (depending on demand), most agents are helped quickly, and the face-to-face support experience is one of the reasons Agent CRM has grown so quickly in the insurance space.
📧 4. Email Support (Video Responses Included!)
Prefer to write it out? We’ve got you covered.
You can email our support team (or submit a ticket), and in most cases, you’ll get a detailed response or personalized Loom video within 24 hours.
Whether you’re sending screenshots or explaining something complex, our team responds with:
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Video walkthroughs
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Step-by-step solutions
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Clarifying questions if needed
The goal? Get you across the finish line.
🌐 5. Facebook Group Support (For Quick Wins & Shared Learning)
Our Agent CRM Users Facebook Group is an open forum for questions, strategy swaps, and success sharing.
This isn’t your main support channel—but it’s a great place to:
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Crowdsource ideas
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Post screenshots for feedback
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Get public responses others can learn from
Our team (especially Alex himself) jumps in regularly to answer questions, and the searchable post history makes it a great self-help resource.
🧠 We Don’t Just Solve Problems—We Help You Grow
Alex said it best:
“It’s not just about overcoming tech hurdles—it’s about coming up with ideas and strategies on how to use the platform.”
Agent CRM support isn’t just here to put out fires. We’re here to help you:
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Launch your first campaign
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Train your team
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Win back old leads
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Build smarter automations
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Sell more policies, faster
Because your growth is our mission.
✅ Why Insurance Agents Stay With Agent CRM
It’s not just our features. It’s not just our funnels.
It’s the support you can count on—from day one.
Our team responds fast.
Our tools are evolving.
And our mission is simple: Help you succeed in less time, with less tech stress.
🚀 Experience Support That Works (and Cares)
If you’re tired of CRMs with weak support, confusing help desks, and no real answers…
It’s time to try Agent CRM.
👉 Start your free 14-day trial now at www.agent-crm.com
Ask a question. Join a Zoom. Try the phone. And feel what it’s like to be supported for real.
📚 Want to See What Other Agents Say?
