Agent CRM Onboarding - Easy or No?

Описание: Agent CRM — Onboarding Walkthrough & Activator Tour with Alex Branning

Ready to get set up fast? In this video Alex Branning walks you step-by-step through the Agent CRM onboarding process — from the Activator to the Account Customizer to loading your Branding Bundles and Click-and-Play assets. If you’re an insurance agent who wants a plug-and-play CRM that gets leads flowing and automations working quickly, this walkthrough is for you.

What you’ll learn in this video:
• How to use the Activator to complete Phase 1 setup and follow guided training.
• The Account Customizer: plug in your business name, logo, photos and brand colors — everything updates across emails, funnels, and templates.
• Where to find and import pre-built Branning Bundles (workflows, funnels, emails & SMS) for every insurance product.
• How Click-and-Play assets get you live fast — no extra fees, no heavy lifting.
• Support options: 24/7 phone, live chat, email, and a private Facebook group to help you every step of the way.
• Why this onboarding is built to save you time so you can focus on selling, not setup.

Chapters / Quick timestamps
0:00 Intro — What you get when you start Agent CRM
0:31 Activator — Step-by-step onboarding
1:05 Key features & prebuilt workflows
1:29 Account Customizer demo (done in ~15 minutes)
3:04 Click & Play branding bundles & assets
3:37 Support & community
4:03 Free trial info & next steps

Start your free 14-day trial and try Agent CRM with all features unlocked: http://www.agent-crm.com

If this helped, please LIKE, SUBSCRIBE, and drop a comment with any onboarding questions — we read every one.