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🚨 NEW TCPA RULES TAKE EFFECT JANUARY 27, 2025 🚨
Starting January 27, the FCC’s new “one-to-one” consent rule will impact how businesses communicate via robocalls and texts. Here’s what you NEED to know: 📌 DOES THIS APPLY TO ALL NUMBERS? 👉 YES! The rule applies to BOTH new leads and existing phone numbers in your database unless you have proper consent. ⚠️ EXISTING PHONE NUMBERS ❌ If your database includes numbers collected without specific consent tied to your business, you’ll need to re-obtain consent. ✅ If you already have clear, documented consent, you’re all set! ⚡ NEW LEADS 🛑 Broad or third-party consents won’t work anymore. ✅ Ensure every new lead gives explicit consent for YOUR business to contact them. 📋 HOW TO STAY COMPLIANT: 🔍 Audit Your Database: Re-check how leads were collected. ✍️ Update Consent Forms: Make them specific to YOUR business. 🗂️ Document Everything: Keep detailed records of consent for legal protection. 💡 REMEMBER: Compliance is key to avoid penalties and build trust with your audience! Let us know if you need help with a re-consent campaign! We got you covered at Agent CRM
⚠️ ACA Consent Forms: CMS Is Cracking Down Hard
Wow, you guys have to check out this video from Luis Moreno and @Will Winter on ACA compliance! 🤯 They really break down the PAIN of not having a compliant system for capturing consent forms. Key takeaways: 🔑 CMS and carriers are CRACKING DOWN on non-compliant agents - you can get SUSPENDED or TERMINATED if you're not doing things right! 🤯 In this example, an agent lost $50,000+ in recurring revenue because they didn't have a consent form signed (they handled the client in another CRM) 📝 You NEED to have a way to get SIGNED CONSENT and CONFIRM all application changes with your clients. 👍 Agent CRM makes this SUPER EASY with features like recorded calls, e-signatures, and automated email/SMS workflows. This is a MUST-WATCH if you sell ACA. Shout out to Luis and Will for the awesome demo - you guys are making compliance a breeze! 👏👏👏
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HIGH LEVEL SUMMIT NOTES
🚨🚀 BIG NEWS FROM THE HIGHLEVEL SUMMIT 🚨🚀 I’m here LIVE at the High Level Summit and they are going to release some MASSIVE updates! I am sharing the inside scoop and my take on what really matters for insurance agents 🔥 I’ll be posting notes here! ⬇️⬇️ Let’s gooooooooo!!
HIGH LEVEL SUMMIT NOTES
Agent CRM and Fair Auto Warranty = Money Making Opportunity for Agents
We’re thrilled to announce a new partnership between Agent CRM and Fair Auto Warranty, creating a new opportunity for you inside the Revenue+ tab! Here’s what you need to know: New Revenue Stream: Easily offer Fair Auto Warranty to your clients—coverage for vehicles up to 10 years old and 150,000 miles. Earn Commissions: Earn $50 for the first month and $25 for the second month for every client who signs up. Ready-to-Go Marketing: We’ve got you covered! Access and customize Fair’s pre-written emails and materials directly in your Agent CRM account. No Extra Cost: Revenue+ is free for all Agent CRM users, giving you the tools to succeed without any added expense. Simple Setup: Sign up in minutes through the Revenue+ tab, grab your unique link, and start sharing with your clients. Don’t miss out on this valuable new opportunity! Strengthen client relationships, differentiate yourself from competitors, and start earning today. Get started now by clicking the Revenue+ icon in your Agent CRM account! Learn more by checking out our blog post, or watching the attached YouTube video https://blog.agent-crm.com/unlock-new-revenue-streams-with-agent-crms-revenue-introducing-fair-auto-warranty/
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