The AI-Powered
CRM Built for
Insurance Agents
Hey Insurance Agent — you're working too hard for too little return. Agent CRM is your all-in-one automation system built to help you close more appointments, follow up faster, and unlock more sales from the leads you already have. Start your 14-day free trial, and see how much time and money you’re leaving on the table without it.
Help With Your Marketing: Create targeted campaigns that reach the right audience and drive results!
Stay Top of Mind with Every Lead: Use the long-term nurturing campaigns we've written to keep leads warm until they’re ready to buy.
Upsell Current Clients Without the Awkwardness: Built-in cross-sell and renewal reminders help you increase sales with the clients you already have.
Free Trial + Free Support. No Money Due Today
You Have No Idea How Much $ You're Losing By Not Following Up
BEST SUPPORT, PERIOD: 24/7 Phone Support + ZOOM Support + 24/7 Live Chat Support. We're A2P Experts ⭐️
Used by 10,000+ Agents Since 2020
Call Us - (530) 424-8288
The AI Tools Are Amazing
"Holy crap! This is a game changer!! Agent CRM’s AI tools have taken my lead management to a whole new level. I’m closing more deals in less time!" - Becky Wilson
Agent CRM Is On My Side
"Massive thanks to the entire team for building such an incredible platform. You’ve made it possible for folks like me (who may not know all the tech stuff) to have a real shot at success!" - Richard Downing
Agent CRM Cares (A+ Support)
“I haven’t had a whole lot of interactions with support, because most of the things just run smoothly, right? When I do reach out, they make me feel like my business is important to them, and that’s something you can’t buy.” - Shaun Fraley
WE'RE THE BIGGEST INSURANCE marketing PLATFORM, because it works for you
"Is Agent CRM Going to Work For Me?"
We get it. You're looking for a solution that works for YOUR BUSINESS. You want a website that speaks to your audience, selling your product, with automations designed for your specific customer journey. Anything else would require way too much time for you to build out the marketing assets, when you need to be focused on revenue-producing activities.
Our "Branning Bundles" are a collection of marketing assets that include the website, automations, pipelines, and more. We have Branning Bundles available for all of our Agent CRM users, at no extra cost. Here's what is ready to go for you, right now:
Medicare
Life Insurance
IULs
Infinite Banking
Group Benefits (for Employers AND Employees)
P&C Insurance (Home, Auto and Cross-Sells)
Health Insurance
Annuities
Final Expense Insurance
See All of our Branning Bundles, start a Free Trial now!
Make your brand shine
Pre-Built Marketing Assets For Insurance: Ready to Go!
Instantly Personalized with Agent CRM's "Customizer"
Mobile-Friendly Professional Website
New Lead Email and SMS Sequences
Long-Term Nurturing Campaigns
Cross Sell Campaigns
Follow-Up Automations
Renewal Reminders
Appointment Notifications and Reminders
Your Branding Consistent Across all Assets!
And so much more!
"I bought Agent CRM for this very reason
- it's exactly what I've been searching for!"
~ Agent CRM User
WHY CHOOSE AGENT CRM?
Agent CRM Is Your
ALL-IN-ONE
Sales & Marketing Platform
All of these tools are included with your account...
AgentAI
AgentAI is pre-trained to qualify leads, answer FAQs, and follow up automatically—so your business keeps moving, even when you're off the clock.
Pre-Built Automations
The entire customer journey—already mapped, automated, and ready to launch! Our Bundles come with fully built automation campaigns that walk your leads from first contact to closed deal—and beyond.
Calendar Tool
Unlock the power of auto-book appointments with Agent CRM's fully-fully-customizable native booking tool. Your appointments, leads, and notes all live in one system—so you stay focused and organized.
Complete Phone System
Boost outbound calling productivity with a power dialer that enables quick and efficient communication. Get A2P verified with our help, then text and call your customers from one platform
Funnel Library + Builder
Drag, drop, and deploy. Our Branning Bundle are packed with funnels that are already built for conversions. Just update your logo and hit publish.
Email Marketing Tools
Our high-converting email campaigns come preloaded in your account. From new lead follow-up to reactivation—just upload your branding and you’re live.
Integrates with Everyone
We play nicely with other CRMs, lead vendors, marketing platforms and social media websites. Our Zapier app gives you even more possibilities!
Data Organization Tools
Efficiently organize your contacts with customizable smart lists, using precise segmentation and filtering based on specific criteria.
Reputation Management
Monitor and manage your business's online reputation with tools for collecting reviews and addressing feedback.
Social Media Marketing
Insurance-friendly content prewritten for you. Our AI doesn’t just write any post—it creates licensed-agent-specific content. Use our weekly content packs or generate posts in your voice.
24/7 Support
Not just live chat—real-time community and coaching. Access our team via chat, phone, Facebook group, and weekly Zoom calls. You’ll never be stuck wondering what to do next.
Fully Customizable
Whether you’re a solo agent or scaling a team, every part of your CRM can be fully tailored to fit your process and needs. Modify the prebuilt assets or build from scratch with the powerful automation and funnel builders.
We help you scale!
Agent CRM Is The Best Sales
and Marketing Platform for
We're more than just a CRM. We help you scale and grow your business with cutting-edge marketing and sales strategies tailored specifically for agents and their teams. Schedule a demo and ask about our agency plans, branding options and more
We have the systems to distribute leads to agents on your downline (“round robin”).
AgentAI can be trained to instantly answer incoming customer questions received via email, text or social profiles.
Three-line power dialer available for call centers who need more.
Add your assistants without paying extra for them.
Duplicate what’s working for you to all of the agents in your downline so they can focus on selling (and not building out the system).
Our recruitment automations help grow your team and keep your onboarding process moving.
Did you know… ALL OUR HIGH-CONVERSION CONTENT IS INCLUDED FROM DAY 1?
Get a 14-Day Free Trial of Agent CRM
A Platform Built for Agents,
Ready to Go to Work for You
When you sign up for Agent CRM, you’re entering a system built to support your business growth immediately. From core features and personalized setup support to a Customizer that allows you to adjust every marketing asset easily—no technical skills required.
On your onboarding call, our team will work with you to tailor your account to your needs, setting you up for success with Agent CRM’s powerful tools.
After your 14-day free trial, our $97-per-month subscription gives you access to essential features and free support, with optional upgrades available to expand your tools as your business grows. Carrier fees may apply for some SMS and calling services, and we’re transparent about all costs, so you’ll always know exactly what to expect.
24/7 Live Chat Support
Email Support
Call Us! Phone Support
Facebook Group of Users
Daily LIVE Zoom Calls All Day!
How Your Free Trial Works
DAY 1:
Get instant access to the software and SIX marketing courses.
Onboarding:
Your onboarding is quick, easy and (dare we say) fun.
Day 13:
We’ll remind you with an email that your free trial is ending.
Day 14:
You’ll be charged $97 using the credit card you enter in.
What if I don’t know
how to set all of this up?
No problem! Our Growth Engineers will help you setup your account so that it works to grow your business. Agent CRM is fully customizable for your business. Right after you complete the onboarding process, you’ll be invited to a private, free call with your assigned growth engineer and they will help you get your account setup. It’s that easy!
What if I don’t know how to set all of this up?
No problem! Our tech experts are available to help you setup your account so that it works to grow your business. Agent CRM is fully customizable for your business.
Right after you complete the onboarding process, you’ll be invited to a private, free call with your account consultant and they will help you find your next steps to get your account setup. It’s that easy!
No Other Software gives you as much bang for your buck
Get Instant Access - Start Your Trial Today!
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About Agent CRM?
Agent CRM is an AI-Powered customer relationship manager built by Alex Branning and his team to help insurance agents with their marketing campaigns.
It has been embraced by agents around the country and is now the fastest-growing sales and marketing platform for insurance agents!