We just launched something a lot of agents have been asking for:

The General Insurance Branning Bundle is now live inside Agent CRM’s Click & Play Library.

Most of our Branning Bundles are built for a specific product line—like Medicare, Life Insurance, Annuities, Final Expense, ACA, and more.

This new bundle is different.

It’s a general insurance bundle, designed for agents who sell multiple products (or don’t want their CRM built around one product category).


📦 What This Bundle Is (and Who It’s For)

Here’s the simplest way to think about it:

The General Insurance Branning Bundle is a flexible starting point inside Agent CRM.

It’s built for:

  • agents who sell multiple products
  • agents who are still refining their niche
  • agencies with diverse product lines
  • teams that want one clean “base system” to build from

If you’ve ever felt like:

“I don’t fit perfectly into one bundle…”

…this is for you.


🔄 What Makes This Bundle Different From Our Other Branning Bundles

Most Branning Bundles are product-specific by design.

That’s intentional—because when an agent sells one core product, the pipeline stages, follow-up, language, and sales flow can be dialed in tightly.

But not every agent operates that way.

Some agents sell:

  • life + final expense
  • Medicare + ancillary
  • ACA + life
  • P&C + life
  • multiple lines depending on the household

For those agents, a product-specific bundle can feel limiting.

The General Insurance Bundle solves that by giving you a broad, adaptable framework you can shape around your business.


✅ Why This Matters for Your Growth

When your system is too specific, you end up doing workarounds:

  • forcing the wrong pipeline stages
  • editing every message to fit your products
  • tagging leads manually to keep things organized
  • building new workflows from scratch

This bundle is meant to remove that friction.

It gives you a clean foundation so you can:

  • start using Agent CRM faster
  • keep your pipeline organized across products
  • run consistent follow-up without rebuilding everything
  • add product-specific layers later if needed

The goal is simple:

👉 get you to a working, usable system quickly—even if you sell multiple products.


🛠️ Where to Find It

You can access it here:

Agent CRM → Click & Play Library → Branning Bundles

Look for:

General Insurance Branning Bundle

Import it the same way you import any other bundle.


✅ Final Thought

The General Insurance Branning Bundle is for the agents who don’t want their entire CRM locked into one product category.

It’s a starting point that adapts to you.

If you sell multiple products and want a system that keeps your follow-up organized without overcomplicating setup…

Go import it today and start building from a clean foundation.


🚀 Start Your Free Trial

Start your free trial of Agent CRM today:
http://www.agent-crm.com