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COMES PRE-LOADED WITH MARKETING CAMPAIGNS: FUNNELS, EMAILS, & MORE
COMES PRE-LOADED WITH MARKETING 
CAMPAIGNS: FUNNELS, EMAILS, & MORE

Marketing Growth Software Built For Insurance Agents 
and Financial Planners!

7 TOOLS IN 1 – ONLY $47.00 PER MONTH!

“This Agent CRM is the best thing I have seen in a while. 
I have 
been getting at least one new customer a day.” –Larry Chapman

Loved by Over 3,000 Users, Working with Companies Like…

SIGN UP NOW AND GET RESULTS IN 30 MINUTES OR LESS… IT’S SO EASY!

  • Instant Setup of New Account
  • ​Unlock Video Training Library
  • ​Select Free "Click & Play" Snapshot
  • ​Upload Leads, Assign to Campaign

Click & Play Snapshots Available

We provide free, complete snapshots to import into your new Agent CRM Account!

THESE MARKETING SNAPSHOTS CONTAIN:
Professionally Designed Funnels, Pre-Written Emails, Scheduled Text Messages, Sales Pipelines, & more!

Everything you need to generate & follow-up with your leads, all imported into your account!

Retirement Snapshot (Life, Retirement Planning, Annuities), Mortgage Protection (Mortgage Protection, Life, FEX), Personal Snapshot (Auto, Home, Health), Medicare Snapshot, and more!

 100 HOURS OF PHONE TIME

INCLUDED EVERY MONTH!

Phone 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)

Work Smarter With Agent CRM

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
  • ​Ringless voicemail drops 

SALES

  • Our “Hot Transfer” technology can call you instantly when you get an online lead
  • ​​Schedule appointments with internal scheduler
  • ​​​Power Dialer included! YES, you can patch in third parties on your calls
  • ​All calls made from the platform can be recorded 
  • Add assistants to your account

ARTIFICIAL INTELLIGENCE

  • Remove contacts from campaigns when they schedule an appointment 
  • ​​​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)
  • Send a follow-up text if they don’t respond to your first message

FUNNELS

  • Build funnels that capture leads (no limit to number of funnels in your account)
  • Embed your booking calendar on your funnel to make it easy for clients to schedule consultations 
  • Import funnels from your ClickFunnels account with a click
  • Track all pages your leads visit so that you know what they’re interested in

Our 3,000+ Users Are Raving About… 

“The unlimited funnels and unlimited contacts made it so I was able to cancel over $500 in monthly subscriptions to multiple services I no longer need. I saved myself $6,000 a year!” – Colby

“The unlimited funnels and unlimited contacts made it so I was able to cancel over $500 in monthly subscriptions to multiple services I no longer need. I saved myself $6,000 a year!” – Colby

“Great platform for effective marketing and excellent support if you’re not a techie guy/gal. They go out of their way to help, support, and coach you to be successful in your business. Highly recommended platform!!!” – Glenn

Excellent and fast customer service. The Agent CRM software is great, and so easy to use. Definitely recommend!” – Tobin 

“Great platform for effective marketing and excellent support if you’re not a techie guy/gal. They go out of their way to help, support, and coach you to be successful in your business. Highly recommended platform!!!” – Glenn

Excellent and fast customer service. The Agent CRM software is great, and so easy to use. Definitely recommend!” – Tobin 

I can’t believe I get 100 hours of phone time to use with my plan! That saves me money every month! I love you guys!” – Gloria

Satisfaction Guarantee

We offer a 14-day free trial for all new users. Sign up for an account, import a Click & Play snapshot, set up your free onboarding call to get personalized assistance getting started… and if you don’t think our software is a valuable addition to your business then cancel your account and you won’t owe us a penny! 

SUPPORT & SHORTCUTS

World-Class Support, Better Than The Rest

  • Daily Live Zoom Calls (7am & 2pm PST)
  • Complimentary Onboarding Call Included
  • ​Phone Support: Call Us With Questions
  • ​1 Hour Response Time For Emails

Shortcuts For Instant Impact In Your Business

  • Pre-Loaded Marketing Campaigns Ready to Import
  • Free Funnels, Professionally Designed and Available Instantly
  • Integrations With Leading Services, No "Duct Tape" Solutions

Powerful Enough to be Your Business in a Box…

“Agent CRM is a one stop shop for anyone looking to generate leads, manage marketing and communication with potential clients and most importantly close sales. It’s by far the most user friendly and effective CRM I’ve used since I started my first business in 2010. It’s the perfect system whether you’re just beginning to use a CRM or have been using one for decades” - Justin 

…or Built to Complement What You’re Using

Agent CRM can talk to your existing website so that your leads can be organized, emailed, texted and even called (with a ringless voicemail) so that you can focus on the tasks that need your attention. Our platform works with Zapier, and we’ve even got an API that empower you to “plug into” what you’re using now and use all of the tools available within Agent CRM. 

Don't take our word for it...

see what current agent CRM users are saying!

“Alex Branning has the complete package for insurance agents' marketing. Social media interactions, automated emails, power dialing, advertising programs, and much more!”
– Bruce Kuczinski

“Very thorough program- more tools and uses for insurance agents in one program than anything else on the market. Well done training videos as well!”
– Tanner Isaacson

“Great platform for "auto" effective marketing and excellent support if your not a techie guy/gal. They go out of their way to help, support, and coach you to be successful in your business. Highly recommended platform!!!”
– Glenn V. Castillo

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.

 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. 

 Have a question not answered here? Call us!

Call our Support Line: (530) 248-6824

Agent CRM | Branning Group © 2021 | All Rights Reserved | Partners & Integrations 

 Questions? Call our Support Line: (530) 248-6824