NEW CRM for Insurance Agents: Agent CRM x CA
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- Опубликовано: 1 май 2024
- This is no doubt the best CRM for insurance agents to increase productivity and efficiency immediately!
Start A FREE 14-Day Trial with Agent CRM here 👉 bit.ly/3JGcF7A
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Also another question is not only does it have different numbers that you can use but does it have a quoting software so that when you're talking to someone you can put in their information and it'll automatically tell you which carrier they're either most likely to get approved for and how much all of the different premiums would be from the different carriers that you represent
What if I already have agent CRM? I would love to switch over to yours. Let me know if this is possible.
Thank you Cody👋🏽
Give it a try - I Love it ❤ codycrm.com
Seriously if I can talk with someone about the DFY cost and expectations then I am very intrested
My problem is I could not do that with Agent CRM before and I kept it for months and finally canceled because I was never going to have the time or the mind to learn tech
YES! They have that now. Give it another try. It’s my favorite…
codycrm.com
How much is the done for you? build all all out so I can run Medicare leads
They have a DFY option as well to help you and their support is second to none. Give it a try: codycrm.com
@@CodyAskins OK I just put in for demo to speak with someone, If I like what I hear I will give it a try, I am about to get going after a rebranding, I have leads available to me from integrity and I wanted to try your T65, as well as I have someone that might set up a Facebook campaign
I have a gohigh level with agent autopilot but I do not love the automation funnels for Medicare,
If your funnels are better and I can just run leads without leaning how to build funnels and make pathways and such I would love to be able to start running leads by the 13th or so
What if I already have agent crm?
Email supoort@agent-crm.com and they can either move your account under me or give you extra access to my stuff.
Def keep it - it’s awesome!
With the CRM are you able to have multiple phone numbers
YES! 👉 codycrm.com
@@CodyAskins
Also, PLEASE do a video on how successful the Mortgage protection leads are too.
1: contact rates
2: booking rates
3: sit rates
4: close rates
5: cost of "x" leads
6: ROI on "x"
7: APV on "x" sold
We enjoy numbers Cody, not just "feel good" interviews.