Client contact software for Insurance Industry

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there's been so much Innovation but Cody no one has taken the time to take all these tools put them under one roof and make it for insurance either they don't understand the insurance game because it is a little different than other Industries or a lot of times what happens is they'll take a tool and they'll say okay we're just going to say this was actually made for insurance and they try to put it in new gift wrap but it's it's not right so what we've done at agent CRM is take these tools and we sit with you know we talk to insurance agents all day long we work with thousands of insurance agents across the country selling various types of insurance and we we think plan and research how do we take this technology and incorporate it for insurance agents and so that's what agent Serum is all about is taking the tech that's being created and then modifying it and using it specifically for insurance agents and their unique business goals [Music] thank you [Music] welcome back to see a power player podcast I'm your host Cody Askins I'm I know I get excited about all interviews and podcasts and I've got like always got a lot of energy and enthusiasm and I freaking love this business but I'm telling you what today's interview has the ability okay we'll see if it does man but it has the ability to make you more money because of tech and Ai and I get a bazillion questions about crms and dialers and all this stuff it has the ability to be the biggest resource tool and make you more money than any other interview I've ever done please welcome from agent CRM who is all over the freaking internet blowing up the tech world and leading from the front Mr Alex Brandy hey Cody thank you so much for having me man it's an honor to be on the podcast dude you are a beast you do this dude I'm telling you guys this dude freaking eats breathes and sleeps Tech okay and if you're out there and you're like dude I get dude Alex I get people ask me about agent CRM literally every single day now like non-stop maybe every hour like it's insane you guys were blowing up you're doing special stuff and so I want to talk to audience real quick and say hey if you're looking for a CRM if you're looking for help with like not only a CRM but like Tech automations right follow-ups emails text drips AI all the stuff we're gonna talk about today we are going to put a link below for you to actually click and check out agent CRM it's a special tool I've seen it I've actually seen behind the scenes I've had Alex speaking at like events about it because I believe in it and dude I love what you're doing and I appreciate your commitment to pulling this off awesome thank you so much Cody you know one of the things that is so exciting about this space right now is there has been more investment in technology and innovation in the last three years in the insurance marketing space than ever before yes and the innovations that are being made right now are unlike any other even in the last two months with AI coming out it's a game changing opportunity for insurance agents to take this Tech and be able to use it to grow their business and create more opportunities for them to not only grow their business but also free up their time by taking all those repetitive non-revenue generating tasks and just have ai or my software do it for them yeah yeah it's it's incredible um why do you think we've seen so so much like change in the last three years and like people paying attention to Tech specifically well I think really it came down to two things that happened simultaneously number one we had covet hit the pandemic it was horrible it also forced a lot of these insurance carriers to remove restrictions around selling insurance and so before there was a lot of carriers that would had a face-to-face requirement they wanted to make sure you know that that there was checks and balances in place the pandemic lifted those which means that now you can sell insurance a lot more Insurance over zoom in the telephone so then when that happened thou all these tech companies were like wait a second all these boundaries were just lifted how can we come alongside insurance agents and help them grow their business and so that happened and then as a domino effect which also caught the attention of a lot of tech companies we had more life insurance sold in the last three years than ever before there's more life insurance policies being sold now than ever and so that's catching the attention of a lot of people and so now they're looking at this like okay we don't have restrictions and more and more people are buying life insurance so how can we Empower agents to sell more Insurance grow their business and be a part of their success 100 yep it's perfect timing again it's like on every agent's mind constantly they're like they're always like man I can't find the tool like I I'm tired of all these tools you know you got freaking zapier and MailChimp and like a bazillion different items right and it's like dude this replaces all of them like it's immediately gonna save you money it's immediately going to save you headache headache and Alex has already spent a bazillion dollars with about with a you know a ton of different freaking developers and everything else to like make this what it is um for those that don't know what is Agent CRM so agent CRM was originally born from a marketing standpoint I was sick and tired of helping agents with seven different tools and trying to tie them all together duct tape them all right so when I first started you know it was about click funnels and trying to be like using zapier it was a mess Cody um but agent CRM puts all of that Under One Roof you have your funnel Builder your email marketing your text message marketing your sales pipelines and more in the past 12 months we have put more money into agent CRM and making it something that teams can use there's now team plans where you can share snapshots and assets with other team members we've Incorporated open AI it'll help you write emails blog posts and more we're releasing in the next like three days here we're releasing a new tool that uses open AI to actually text your prospects and uses natural language to schedule them into your calendar I mean groundbreaking stuff right but there's been so much Innovation but Cody no one has taken the time to take all these tools put them under one roof and make it for insurance either they don't understand the insurance game because it is a little different than other Industries or a lot of times what happens is they'll take a tool and they'll say okay we're just going to say this was actually made for insurance and they try to put it in new gift wrap but it's it's not right so what we've done at agent CRM is take these tools and we sit with you know we talk to insurance agents all day long we work with thousands of insurance agents across the country selling various types of insurance and we we think plan and research how do we take this technology and incorporate it for insurance agents and so that's what agent Serum is all about is taking the tech that's being created and then modifying it and using it specifically for insurance agents and their unique business goals yeah well dude thank you for taking the time the money the energy to freaking put this thing together and do this man it's big uh it really is yeah also those that are listening you're like dude I love like watch time and like people hanging out on videos people like dude I've heard enough I want to check it out again the link is below to click right now um what all does it do as far as like okay an agent's like okay what's in it for me how does it save me time and how does it make me more money yeah great question so let's first talk about the the saving time because that's you know one of the first things that we attacked agent CRM can run your entire business pretty much on autopilot what I mean by that is um you know you have as an agent your number one goal is to set appointments get in front of the prospects whether it's a face-to-face appointment around everything inside of agent CRM is engineered help you create more appointments and then solve a lot of the back end issues that would take up your time every single week what we do is we sit with insurance agents and in our conversations we ask them for the manual tasks that they're still doing and then we get together as a team and say what can we do here at agent CRM so that these agents never have to do these manual tasks again we can either automate it or make it something that they can delegate to a virtual assistant so agent CRM is all about being able to upload your list of leads and Prospects and be able to nurture them so you can get to the appointment and then we also are really working hard to make sure that the people that you do sell know about the other products that you have one of my favorite stories from this last year one of our power users of the Medicare agent done in Texas and in 2021 he sold about 700 Medicare policies he was super excited he crushed it that was his best year ever and me and my team sat with him and I saw more opportunity to sell Medicare but I also saw opportunity if he told agent CRM what clients bought what I saw opportunity for him to get more UPS ourselves in the dental and vision space and so what we did for him is we helped him create referral systems so he actually almost doubled his Medicare output he went from 700 to 1300 and then based on what he marked them as buying we then upsold dental vision and other plans to the 1300 people that bought Medicare from him and he ended up selling over 400 policies so I believe it was like 26 percent of the people that bought Medicare from him ended up also adding dental and vision plans and they did all of that Cody through email marketing it was then it was email and text messages tapping his clients on the shoulder without him doing anything and saying hey like the email goes something like this hey I was reviewing my file I know that you bought Medicare we got everything all set up for you I think I dropped the ball and I didn't tell you about some of the dental and vision plans that you qualified for can we set up a time to pick the right dental and vision plan for you and your family and when they said yes to that it triggered an email sent with a list of plans so that they can pick one so that when they get on the phone with him now they're making a buying decision and it's not an informational meeting it's a buying decision to actually take action on the new plan and so those sort of things are things that we really specialize in because it's all about saving time like you know our client did not have to email all 1300 people the system did it for it once we put it in place and then we made up a ton more money like the carriers that he works with they're inviting him to all their meetings and giving him vacations they're so excited about all the reduction that he's done um and the truth of the matter is his advertising spend didn't go up that much he had to hire more people than Cody he had to build this team because he had all these new policies coming in but it was all about the system being built engineered to help create more appointments for him to sell Medicare and then to set up more appointments for the upsells on the back end things that he didn't have to do manually so so that's one story to showcase the power of setting up a CRM so that you can have it so it saves you time does all your work for you at least as much of it as you can right and then put you in a position to make more money by creating more opportunities through referrals and upsells it's freaking brilliant dude you should have took you should take you know instead of charging under 100 a month you should just take commission splits for everybody because you know gazillionaire right it's freaking crazy that dude that dude made so much money off of getting help with agent CRM it's unreal but it's awesome because that's what you're that's what you want to do man like that's where your heart is that's where you're committed um and when I saw you speak at Arturo's Mastermind I'm like I'd always wanted to meet you we'd always you know I'd heard a lot about you we'd talked a little bit here and there but everybody's always asked me about it I'm like and you obviously sponsored ultimate agent which was really cool and I'm like man this cat dude like he's on another level like I could tell when you were speaking I'm like number one I'm from Arkansas and I'm really freaking dumb okay so it's not hard to make me think you're smart however I've been around a bunch of tech tech guys right Engineers developers web dev all that kind of stuff enough to know that I'm like this cat's different you know I love it I love it yeah thank you we live eat and breathe Insurance marketing and we work to create software and other Technology Solutions so that our insurance agent clients are able to grow their business using technology that was created specifically for them completely yep and you can tell too like what I loved what you shared because I know a lot of people are like they're always worried about like support and getting help and am I going to do it am I going to figure it out you know like all the questions right and one thing that you proved to me and tell me if I'm wrong if I miss anything not only do you have 17 team members doing tech support all flipping day but you have two live Zoom calls every day people can jump in and get help live like a couple times a day yes 7 A.M and 2 p.m Pacific live Zoom calls totally free to all the users jump in there ask questions my team can take over the computer and show you how to finish tasks we have 24 7 live chat support we have phone support So if you call us code you're actually gonna pick up the phone it's not just a robot you're gonna hear a voice they're gonna help you out email which is standard um and then we have our Facebook group which is vibrant growing people sharing success stories I'm in the Facebook group personally answering questions as you know things come up so because it's not just about here software and Technology good luck hope it works out for you it's about helping you step by step getting everything set up until it's actually working for you and for those users who are like this is great but I really just need someone to sit with me um we actually have I don't know of any other CRM program that has this we actually have the ability to hire our team members out on an hourly basis where they'll just sit with you and help build this stuff out so you have that option as well you don't need to do that we have a bunch of free support as well but for those power users who just want to sit down grind it out get it done you have the ability to buy some of our time and get some private so but it's all about Support Cody it's not about building if you have technology you don't know how to use it man it's not going to be any good so it's all about support helping out and so we invest our our biggest expense is payroll and support but that's really what it's about it's about it's coming alongside the agents that come in here a lot of them are sick and tired of being oversold and underserved and they come in and they're worried that they're going to have a similar experience and our goal is to blow them away give them that white blood treatment get them set up and you know my my personal goal I tell my team this I want someone in the first day that they sign up for agent CRM I want them to start seeing some wins sometimes that's getting a cool little funnel set up sometimes that's using our revive dead leads program to their leads from last year they couldn't sell they see appointments pop up on their calendar you know I'm saying like it's it's all about that quick win where they go wow ancient Serum is different not only are they built for me created for me but they're there to support me and I feel like they're a teammate and not just another bill 100 . I love that dude what what else do they need to know that I mean I think they've heard enough to like check it out but what if is there anything we've missed in regards to like I really want to share this about agency around I think the one thing when I sit down with an age like right before this I was on the phone with another agent and the biggest thing for me is um that I think people don't talk about enough and maybe they don't talk about it in the software space because they don't plan for it but in the insurance space there is that unique business model of building a downline yes and most software they they don't have any means to support teams whereas agent CRM like one of the first things that we did was put in some mechanisms so that we can support teams as they grow and so like for example some of our favorite clients you know they're power users man they get in there and they build their own stuff out and their team members are sitting by watching because that's not their specialty so we created ways to share snapshots we created ways to share leads all with just single clicks like this is not technically challenging because we made it so it's like drag and drop right we made it easy for people to share leads share assets like funnels and email sequences and the like and then also we have a new thing that we just launched a custom dashboard so you know like I I grew up as a professional swimmer well I say professional I tried I made it like semipro right but like there's just something about swimming like if I'm in a pool by myself I only push myself so hard but if I see someone swimming next to me I give it a little bit more right so our dashboards our team dashboards that we have now in agency RM you could see a leaderboard of everyone in your team for the leads that they're generating for the deals they've marked as closed and that gives you a real time view of what your team is doing and what's happening and so it's a fun way for us to to give the managers of the team the real-time stats like like who's who's working it right who's who's putting in the effort and it gives them and every other team member on there the ability to see like who's crushing it you know what I'm saying like who's had a really good week who do we need to go in there and encourage um and nobody else is building that out because again like it's not a normal business model the insurance space is unique and so we build for the insurance agent we don't try to Jerry rig tools that are out there and make them work we build it for the insurance space and the team dashboard is just one of the latest things that we've rolled out that I think people are going to love I agree man well dude I love that you're doing it I appreciate you being willing to jump on and share what y'all are doing um and I appreciate you jumping on and just you'd be being awesome hanging out and being a part of the channel on the podcast today awesome thank you Cody for having me man it was an honor dude it was amazing thank you Alex K also those are listening man like hey jump in chat even comments let us know what you're thinking what you love about what you've heard also the link below in description check out agent CRM I think that link I'm actually going to be adding some more uh resources to ebooks scripts like I want to make sure I'm giving some of my stuff away with Alex's amazing agent CRM so check it out uh preacher to listen and we'll see you on the next podcast adios hey if you enjoyed this I got another one you're gonna love it's right there click on it see you in there special guest today I'm telling you you don't want to miss this I got a couple special things for you today as well uh from Woodland Hills California with Gaspar insurance services and a brand new book literally launching right now please welcome