If you already know your way around CRMs and automation, Agent CRM gives you the flexibility to build exactly what you need—while adding insurance-specific resources and support on top of the underlying platform.
Running a growing insurance agency is hard when every agent is on a different system. Here’s how Agent CRM helps agency owners create consistency, share resources, and support their team—all in one place.
Getting started with Agent CRM doesn’t have to be overwhelming. Here’s how new users can get up and running quickly—with the right resources and support to make it easy.
A new insurance agent with $300 left in his account shares how Agent CRM gave him the system, support, and structure he needed to start building his agency.
Agent CRM is HIPAA compliant — now getting your signed BAA is self-serve. We have plug-and-play marketing campaigns for Medicare and Health Insurance Agents.
John Whetmore discovered every dial was worth $17. That one number changed how he viewed activity, sales, tracking, and agency growth.
Agent CRM’s agency plan gives insurance agency owners branded tech, unlimited agent support, and $30/month per agent in passive revenue—without becoming tech support.
Never used a CRM before? Agent CRM walks you through every step—from account setup to your first automated follow-up—with unlimited live support included.
GoHighLevel power users in insurance are hitting a ceiling—broken AI, no-build support, and Fiverr freelancers who don’t know insurance. Agent CRM fixes all three.
Alex Branning’s free book reveals the ‘playground strategy’—how insurance agents attract multiple clients, cross-sell naturally, and build referral systems that run themselves.