Award-Winning AI-Powered CRM Built for Agents and their Teams

The automation system that makes your life easier!

  • Use AgentAI to replace yourself in your business where you’re not needed: scheduling appointments, answering common questions and responding to social media messages

  • Giving you with all the tools you need to grow your business through personalized marketing touches, ultimately driving more sales and increasing your revenue.

  • Set you up with cross-sells, upsells and referral systems that are used by some of the most successful agents in the country - available instantly in your account!

“This is no doubt the best tech tool

for agents to increase productivity and efficiency immediately!"
~ Cody Askins

Increase of referrals

"With the increase of referrals from your 'Thank You for Business campaign', I have paid for your software for the next two years - THANK YOU!" - Rob Stecky

Auto effective marketing

I've been using Agent CRM for almost 3 years now. It's the best for everything. Communication, marketing, automation... you name it. - Justin O’Dell

We were missing out

I’m so excited about Agent CRM! My husband and I are pretty low tech. I can’t believe how much we were missing out on! - Sarah Copeland

WE'RE THE BIGGEST INSURANCE PLATFORM, HEAR WHAT OTHERS SAY ABOUT WHY...

What Industry Leaders Are Saying About Agent CRM

Take Your Business To The Next Level

"Agent CRM Is The Tool That Will Take Your Business To The Next Level. We Use It & We Love It."

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Arturo Johnson

Coach and Consultant

Most Valuable Tool

“Agent CRM is the most valuable tool that an agent can have. It is like a hammer to a carpenter. The best tool out there is Agent CRM!"

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Luis Moreno

Insurance Agent

I'd Choose Agent CRM Over Others

“I wanted to highlight Agent CRM because of their great support options. You'll discover a huge benefit of using Agent CRM over other ones that are out there!”

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David Duford

DIG Agency Owner

Everything You Need!

“You need to try Agent CRM out, at least start a free trial to see if it's a fit for you. It's got funnels, a power dialer,

everything you need to build your business!”

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Cody Askins

Entrepreneur and Speaker

We help you scale!

Agent CRM Is The Best Sales and Marketing Platform for Agents and Their Teams

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… we’re giving EVERYTHING AWAY FOR FREE???

Get a 14-Day Free Trial of Agent CRM

It’s TRUE. We’re not even going to ask you for a single $1.

Everything we have for you inside of your new Agent CRM account is working RIGHT NOW. When you sign up, you get your account setup, all features unlocked, and you’re invited to schedule an onboarding call with our team. On that onboarding call we will help you get your account setup to your needs, so that you can grow your business FAST.

If you decide to keep your account after your 14-day free trial, you’ll be put on our basic subscription plan at $97.00 per month. This price includes ALL features you see here on this page (no “gotchas” or gimmicks with us) and you get access to all of our free support.

  • 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.

WHY CHOOSE AGENT CRM?

Agent CRM Is Your All-In-One Sales and Marketing Platform

All of these tools are included with your account!

AgentAI

Train your own AI-powered assistant that automates lead follow-up and customer communication for you.

Funnel Library + Builder

You have NO LIMITS to the number of funnels you can build - and we’ve made it easy to get started with a library of 100s of funnels ready to use!

Pre-Built Automations

Train your own AI-powered assistant that automates lead follow-up and customer communication for you.

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!

Unbeaten Speed-to-Lead

Receive instant phone calls from Agent CRM when new leads are identified, allowing for immediate response. Our automations will text, email and even DM your new leads.

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

Data Organization Tools

Efficiently organize your contacts with customizable smart lists, using precise segmentation and filtering based on specific criteria.

Email Marketing Tools

Launch email campaigns with tracking and analytics to measure success. Our templates are shortcuts to “Wow” emails that get opened

Reputation Management

Monitor and manage your business's online reputation with tools for collecting reviews and addressing feedback.

Social Media Marketing

Use our highly-trained AI content generator to write GREAT social media posts for you, and generate the graphics to go with it! Schedule posts on all social media platforms from our tool, even you reels!

24/7 Support

We support you with 24/7 live chat, email assistance, and even the chance to talk to us directly by phone—plus, join our vibrant Facebook group and hop on daily live Zoom calls for expert advice and real-time answers!

We’ll Build it For You

Unlock the full potential of Agent CRM with our expert team, ready to build custom automations and funnels tailored to your business needs—an add-on service that takes care of the heavy lifting for you.

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!

Call Us: (530) 424-8288

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!