Agent CRM Tutorial: Exploring Advanced Features | Video 3 -Creating a Contact Manually

Welcome back to the Agent CRM Tutorial Series! In this third installment, we're dive deep into your CRM experience by exploring its advanced features and functionalities. Building upon the foundation established in Video 1 and 2, we'll take you on a comprehensive tour of Agent CRM's more advanced capabilities. From automations and integrations to reporting and analytics, this tutorial equips you with the knowledge to leverage your CRM to its fullest potential. Whether you're a seasoned user or still getting acquainted with Agent CRM, this video provides valuable insights to help you streamline your processes, enhance productivity, and drive better results. Join us as we unlock the power of Agent CRM's advanced features and propel your customer relationship management strategy to new heights!
Want to get setup to sell ACA: Email me: [e-mail]
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🤩🤩I have a course that will teach you how to get into the ACA game. 💰💰
simplyhealthinsurance.thinkif...
This is what you will learn.
1. How to get started
2. How much money can you make
3. How to get contracted
4. How to get certified
5. How to setup the quote and enrollment engine
6. How to manage your book of business
7. How to cross sell Dental and Vision
8. How to cross sell Indemnity plans
9. I’ll show you how to package all this into one product
10. And, you get my ACA Smartbook in English and Spanish. A must have in this business. I update it every year and you will get lifetime updates to the book.
11. And more .…
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🤩🤩I have a Medicare and ACA Smartbook. The downloadable PDF is in both English and Spanish. This is a guide that you will use day in and day out in your course of business. It's your handbook and/or checklist. I use these Smartbooks all the time. 💰💰
simplyhealthinsurance.thinkif...
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🤩🤩I use Agent CRM as my marketing and retention CRM: use this link to get a 14 day free trial:
www.agent-crm.com/luis-moreno
When you use my link, you will get the following assets that I currently use:
✅ 1. Opportunities or Pipeline: ACA & Medicare
✅ 2. Workflow automation: ACA and Medicare Workflow for Agents Using Facebook
✅ 3. Email Templates: ACA and Medicare Email Templates
✅ 4. Medicare Workflows: Facebook Ad Warm Up Leads, MAPD AEP Reminder, FE BOB x-sell to Medicare, Turning 65 (New to Medicare), and many more!!
✅ 5. ACA Workflows: Facebook Ad Warm Up Lead, X-selling other lines (D/V & Indemnity), and many more!!
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Ultimate Lead Generation Bootcamp For Insurance Agents
For those that want a course to run Facebooks ads with an emphasis on ACA and Medicare, go here: makingsocialwaves.com/p/insur...
The complete system that leverages the power of Facebook/ Instagram advertising to generate your own leads, instantly connect with an automated workflow, prompt prospects to schedule an appointment, and convert more prospects than ever before.
"My leads cost dropped from $15-$20 a lead to $4 -$7 a lead"
Learn how to generate leads for :
1. ACA
2. Medicare
3. Auto
4. Home
5. Life
6. Final Expense
#ACA #Agenttraining #Obamacare
Luis Moreno
[e-mail]