What Is a Branning Bundle? Insurance Agent Campaign Kits

You know you should be following up with every lead, asking for referrals, and staying in touch with clients. But building all of that from scratch takes weeks you do not have.

That is exactly why we created the Branning Bundle. It is a done-for-you campaign kit that lives inside Agent CRM, built around a specific type of insurance, so you can turn it on instead of building it.

What Is a Branning Bundle?

A Branning Bundle is a pre-built set of marketing and sales tools that work together. Think of it as a “campaign in a box.” You pick the Bundle that matches the insurance you sell, add your details, and go.

It is not one single asset. It is a team of pieces that are designed to work as a system. And the best part: no new builds are required. Everything is already set up for you.

“Agent CRM is fantastic and has a ton of support/help, plus it has built a ton of insurance-specific materials, funnels, etc. in it already. Thousands of insurance agents use it, and we even personally do some training every month for some of them. Great community around it, too. Would recommend :)”
— David Denning

What Is Inside a Branning Bundle?

Every Bundle is made from some mix of these building blocks:

Funnels and Landing Pages

Pages made to capture leads or book appointments for a specific audience, like a registration page or a booking page.

Pipelines

Visual trackers with clear stages, so you always know where each person is and what to do next.

Pre-Built Workflows

Automations that run when something happens, like a new lead coming in, a sale being made, or a missed appointment.

Email and Text Sequences

Multi-step follow-up that nurtures people over time. Messages use merge fields, so each one feels personal.

Reminders and Tasks

Tasks that are created for you when a person moves to a new stage, so nothing gets dropped.

One-Click Features

Switch-on tools, like Missed Call Text Back, that need no setup.

That is the full list. We do not make up extra pieces, and you will not be asked to build anything custom.

Which Branning Bundles Are Ready Right Now?

Here are the Bundles listed on agent-crm.com:

Medicare
Life Insurance
IULs
Infinite Banking
Group Benefits (built for both employers and employees)
P&C Insurance (home, auto, and cross-sells)
Health Insurance
Annuities
Final Expense Insurance

And there is more on the way. The assets are available in English and Spanish, and Bundles are included with Agent CRM at no extra cost.

Selling Medicare right now? Take a look at our guide to Medicare AEP 2026: A 9-Step System for Medicare Agents.

How a Branning Bundle Works Day to Day

Here is what it looks like in real life.

A lead comes in. It might come from a website, a form, or social media. Need ideas? Learn how to get leads on Facebook without paying for ads.
The lead lands in your pipeline. You can see who they are and what stage they are in.
Follow-up starts on its own. Emails and texts go out, and tasks are created for you.
You focus on conversations. You talk to the people who reply instead of chasing everyone by hand.
After the sale, the relationship keeps going. Learn how to turn a lead into a client in your CRM and keep the cross-sell conversation open.

Because your follow-up depends on email landing in the inbox, take a few minutes to read our email deliverability guide for insurance agents.

Bundles in Action: Reviving Leads

Many agents have a list of leads that went cold. A Bundle gives you a ready-made way to reach back out without writing a new campaign.

“I have used the campaigns to revive dead leads, which have led to many sales! It works!”
— Chris O’Connor

Bundles in Action: Referrals

Happy clients are your best source of new business. Bundles help you stay in touch after the sale so referrals feel natural, not awkward.

“With the increase of referrals from your ‘Thank You for Business campaign’ [one of our pre-built marketing campaigns], I have paid for your software for the next two years — THANK YOU!”
— Rob Stecky

How to Make a Bundle Your Own

Branning Bundles are ready to use, but they are not locked in. Add your name, your agency details, and your own voice. If you need a website to go with your campaign, see how to build a professional website in minutes with the AI Studio prompt library.

Want a content plan to pair with your Bundle? Read The Insurance Agent’s Guide to Consistent Social Media to stay visible without spending hours on it.

Always review the messages in your Bundle and follow your carrier, IMO, and state rules before you launch.

Start Your Free Trial

The fastest way to understand a Branning Bundle is to see one. Start your 14-day free trial, pick the Bundle that matches your line of insurance, and see how much work is already done for you. Want a guided tour? Book a demo.

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