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AGENT CRM

The Smart CRM Built for

Insurance Agents & Financial Planners!

7 TOOLS IN 1 – AN ALL-IN-ONE SOLUTION!

Email marketing, SMS Marketing, online booking, CRM, pipeline, artificial intelligence, power dialer

NEW! Now Includes Funnel Builder! 

WHY DOES AGENT CRM STAND OUT?

  • Our CRM talks to Facebook, ClickFunnels and 2,000 other platforms. When a lead comes in, the software calls you and connects you instantly with your new prospect (no delays, no manual work)
  • Agent CRM replaces all of your duct-tape solutions: it's a CRM, a mass email tool, a mass text message tool, an appointment scheduler and a virtual assistant all-in-one!
  • ​If you're generating leads online, Agent CRM can "listen" to your website and help you follow up with your leads right away!
  • ​You can manage your business from your mobile phone, with our feature-packed app (available on iTunes and Google Play)

Solving your most pressing problems

We knew we needed Agent CRM to solve the most pressing problems that our clients had 
& do so in a cost-effective manner (only $47/mo) Agent CRM Is 7-tools-in-1 & it's easy to use!

SMART & EASY TO USE

Agent CRM had to be "smart", and easy to use so that you can start getting value right away

ORGANIZE YOUR LEADS

Agent CRM had to talk to your existing website so that your leads can be organized

AUTOMATED FOLLOW-UP

Agent CRM needed to automate the follow-up process using email AND text messaging - so we created an omni-channel auto responder

MASS  MESSAGING

Agent CRM needed to actually help you keep up with all of your leads, so we incorporated mass emailing and mass text messages

Then we started dreaming of...

What would make Agent CRM even better?

 What if Agent CRM actually called YOU when a new lead came in, and connected the two of you over the phone?

 What if Agent CRM could instantly leave a voicemail if you were not available, so that your lead heard from you right away?

 What if Agent CRM emailed and texted new leads with a programmed campaign, and then STOPPED when the lead scheduled an appointment?

 What if Agent CRM included a funnel building tool, so your landing pages actually coordinated with your CRM to send you the relevant contact information right away... but also responded to your new leads with the knowledge of what your leads have expressed interest in

THE GOOD NEWS: Agent CRM Does ALL Of That!

 BONUS: Agent CRM is also a Funnel Builder and comes pre-loaded with customizable Funnels and Marketing Campaigns to help you generate leads! We Have Life Insurance, Final Expense, Medicare, Home Insurance, Health Insurance, Auto Insurance, & Annuity Quote Funnels!

THE FEATURES OF Agent CRM

FEATURE 1: 

CRM

  • Bulk import your existing leads
  • ​​"Listen" to your Website or Funnel
  • ​​Instantly add leads from Facebook Lead Ads
  • ​Setup auto-responder campaigns to new leads
  • ​​Tag contacts, and add them to auto-responder campaign​a
  • ​​Email or Text contacts individually within Agent CRM
  • ​​See (and respond) to all incoming messages in one "inbox" view

FEATURE 2: 

MARKETING

  • Send bulk emails to all of your leads or by specific tags
  • ​Send a bulk text messages to all of your leads or by specific tags
  • The voicemail drop feature allows you to send a voicemail to all of your leads, or a specific segment of your list
  • ​Create a multi-step, omni-channel email and text campaign
  • ​Add contacts in bulk to your email and text campaigns

FEATURE 3: 

SALES

  • Agent CRM calls you as soon as a lead comes in
  • ​Instantly leave a voicemail drop to new leads
  • ​Organize your leads by "opportunity"
  • ​Schedule appointments with internal scheduler
  • ​​Power Dialer included! YES, you can patch in third parties on your calls

FEATURE 4: 

ARTIFICIAL INTELLIGENCE

  • Remove contacts from your campaigns when they schedule an appointment with you
  • ​​Get live reports from your Facebook ads account
  • ​​Send happy clients a request for a review
  • ​​Click-to-call functionality from mobile website (track the call)

With your Agent CRM account you have unlimited contacts, up to 100 hours of phone "time" per monthunlimited "smart" triggers… and all for one low price of $47.00 per month!

With your Agent CRM account you have unlimited contacts, up to 100 hours of phone "time" per month, unlimited "smart" triggers… and all for one low price of $47.00 per month!

Here's What Current Software

AGENT CRM REPLACES

Email Marketing: MailChimp, Constant Contact, AWeber, etc

SMS Marketing: TextMagick, ClickSend, etc

Booking and Appointments: Calendly, Acuity, ScheduleOnce, etc

CRM and Pipeline Management: Zoho, Pipedrive, SalesForce, etc

Automation: Zapier

Power Dialer: PhoneBurner, Five9, NinjaDialer, etc.

Funnel Builder: ClickFunnels, Kartra, LeadPages, Groove Funnels, etc.

WHEN YOU SIGN UP

FOR AGENT CRM:

  • You will be set up with a brand new account and given instant access
  • You will unlock access to our step-by-step videos so you start maximizing Agent CRM right away
  • Our team will work with you to get your email and text message campaigns ready to go, look for an email and text from our support team!
  • ​You'll get instant access to a treasure trove of our resources that will help you leverage Agent CRM!

The BRANNING GROUP Has Been 

FEATURED By These Publications

Frequently Asked Questions

 Does Agent CRM have a mobile app?

Yes! It is available for both Apple & Android users.

 I’m not tech savvy, can you help me get everything set up?

Yes! We are here to get you all set up.

 Are there limits on the amount of texts, emails, calls, & voicemails I can send?

You are limited to 100 hours of "time" per month. Time is calculated based on the following: 
- 1 Text = 1 Minute
- 1 Voicemail = 1 Minute
- Call Time Minutes = # of minutes (a 3 minute call = 3 minutes of time)

Once you reach those limits you will get charged 2 cents per minute for every minute you go over 100 hours.

 Does the Power Dialer cost extra to use?

No, it does not cost extra! However, we do have a limit to the number of minutes per month. If you go over those minutes you will be charged overage fees. 

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