(Updated November 2024) The Best CRM for Life Insurance Agents

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📋 Workflows and Automations
- Automated lead nurturing sequences to stay in touch with prospects over time
- Appointment confirmation and reminder workflows to increase show rates
- Referral request automation to easily ask clients for referrals
- Cross-sell workflows to promote additional products to existing clients

🖼️ Customization and Branding
- Customizer tool to update branding (logo, colors, photos) across all marketing assets
- Pre-built email and text message templates that can be personalized
- Ability to include custom values like the current day or a personalized photo

💻 Integrated Website and Lead Capture
- Pre-built life insurance funnel with landing pages, calendar booking, and lead forms
- Ability to embed calendar and forms on an existing website to capture leads
- Automated data sync between website forms/bookings and the CRM

🧠 Reporting and Tracking
- Visual pipeline view to see prospects at different stages
- Automated tagging and workflow triggers based on contact actions
- Detailed reporting on lead sources, appointments, and sales

⚙️ Support and Resources
- Live Q&A sessions for troubleshooting and questions
- Training videos and documentation to learn the system
- Facebook community for sharing tips and getting support

🔗 Other Links Mentioned in the Video:

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