Agent CRM, the leading CRM and marketing automation platform built exclusively for insurance agents, today announced a marketing partnership with XCEL Solutions, a nationally recognized provider of insurance pre-licensing education. Through this partnership, insurance agents and agency owners can now access XCEL’s pre-licensing courses at 50% off retail price through the exclusive Agent CRM partner portal.

“XCEL Solutions is partnering with Agent CRM and we couldn’t be more thrilled about it. We’re here to let you all know that we are starting to work together and things have been fantastic to get things running.” – Michael Aldini, XCEL Solutions

A Smarter Path from Prospect to Producer

Getting a new agent licensed is one of the biggest bottlenecks agency owners face. The cost of pre-licensing education, combined with the time it takes to manage applicants through the process, slows growth before it starts. This partnership between Agent CRM and XCEL addresses both problems directly.

XCEL Solutions offers state-approved pre-licensing courses in all 50 states, with flexible online study options designed for working adults. Agent CRM users now have access to XCEL’s full catalog at 50% off — simply by using the partner portal link and partner code built specifically for this community.

Partner Portal: https://partners.xcelsolutions.com/agentcrm  |  Savings: 50% off retail price

Not sure what your state requires? XCEL provides a full resource guide for state-specific licensing requirements: xcelsolutions.com/insurance-license/requirements

 

Pair XCEL Pre-Licensing with the Agent CRM Recruitment Bundle

Agent CRM has also released the Recruitment Branning Bundle, available inside the Click & Play library — a done-for-you automation system that takes agency owners from first contact with a recruit all the way through onboarding, training, and even agent offboarding.

With XCEL handling the licensing education side and the Agent CRM Recruitment Bundle managing every touchpoint in between, agency owners now have a complete pipeline: recruit, license, onboard, and activate — all on autopilot.

The Recruitment Branning Bundle includes:

  • A professional recruitment funnel with branded landing page and application form
  • 12-email nurture sequence for warm and cold recruits (7 days of follow-up)
  • Pre-written acceptance, rejection, and scheduling emails
  • Automated onboarding and training workflows triggered upon hire
  • License and NPN detection built into the application form
  • Anniversary, referral, and offboarding automations
  • Fully editable — built to match your agency’s brand and process

Learn more about the Recruitment Bundle: blog.agent-crm.com/recruitment-branning-bundle-is-live

 

Why This Matters for Insurance Agents

“Recruiting and licensing new agents is the growth engine of every successful insurance agency. We partnered with XCEL because they’re the best at what they do — and now our users can send recruits directly to a world-class pre-licensing program at half the price. Pair that with the CRM automation inside Agent CRM’s Recruitment Bundle, and agency owners have everything they need to build a team on autopilot.”

— Alex Branning, Founder, Agent CRM

“When we partner, agents win”

— Michael Aldini, XCEL Solutions

About XCEL Solutions

XCEL Solutions is a leading provider of pre-licensing and continuing education for insurance professionals. Their state-approved courses are available online with flexible scheduling, making them the go-to choice for aspiring agents nationwide. With XCEL, new recruits can complete their required pre-licensing education at their own pace and be exam-ready faster.

 

About Agent CRM

Agent CRM is the all-in-one CRM and marketing automation platform built for insurance agents. From lead capture and follow-up automation to recruitment, onboarding, and client retention — Agent CRM gives agents and agency owners the tools they need to grow without burning out. The Click & Play library includes done-for-you marketing systems like the Recruitment Branning Bundle, so agents can launch professional campaigns in minutes.

 

Ready to Build Your Team?

Here’s how to get started today:

 


Marketing

Tagged in:

, , , , , , , , , , , , , , , , , , ,