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๐Ÿšจ NEW TCPA RULES TAKE EFFECT JANUARY 27, 2025 ๐Ÿšจ
Starting January 27, the FCCโ€™s new โ€œone-to-oneโ€ consent rule will impact how businesses communicate via robocalls and texts. Hereโ€™s what you NEED to know: ๐Ÿ“Œ DOES THIS APPLY TO ALL NUMBERS? ๐Ÿ‘‰ YES! The rule applies to BOTH new leads and existing phone numbers in your database unless you have proper consent. โš ๏ธ EXISTING PHONE NUMBERS โŒ If your database includes numbers collected without specific consent tied to your business, youโ€™ll need to re-obtain consent. โœ… If you already have clear, documented consent, youโ€™re all set! โšก NEW LEADS ๐Ÿ›‘ Broad or third-party consents wonโ€™t work anymore. โœ… Ensure every new lead gives explicit consent for YOUR business to contact them. ๐Ÿ“‹ HOW TO STAY COMPLIANT: ๐Ÿ” Audit Your Database: Re-check how leads were collected. โœ๏ธ Update Consent Forms: Make them specific to YOUR business. ๐Ÿ—‚๏ธ Document Everything: Keep detailed records of consent for legal protection. ๐Ÿ’ก 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
โš ๏ธ 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! ๐Ÿคฏ They really break down the PAIN of not having a compliant system for capturing consent forms. Key takeaways: ๐Ÿ”‘ CMS and carriers are CRACKING DOWN on non-compliant agents - you can get SUSPENDED or TERMINATED if you're not doing things right! ๐Ÿคฏ 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) ๐Ÿ“ You NEED to have a way to get SIGNED CONSENT and CONFIRM all application changes with your clients. ๐Ÿ‘ 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! ๐Ÿ‘๐Ÿ‘๐Ÿ‘
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HIGH LEVEL SUMMIT NOTES
๐Ÿšจ๐Ÿš€ BIG NEWS FROM THE HIGHLEVEL SUMMIT ๐Ÿšจ๐Ÿš€ Iโ€™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 ๐Ÿ”ฅ Iโ€™ll be posting notes here! โฌ‡๏ธโฌ‡๏ธ Letโ€™s gooooooooo!!
HIGH LEVEL SUMMIT NOTES
Agent CRM and Fair Auto Warranty = Money Making Opportunity for Agents
Weโ€™re thrilled to announce a new partnership between Agent CRM and Fair Auto Warranty, creating a new opportunity for you inside the Revenue+ tab! Hereโ€™s what you need to know: New Revenue Stream: Easily offer Fair Auto Warranty to your clientsโ€”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: Weโ€™ve got you covered! Access and customize Fairโ€™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. Donโ€™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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