Getting started with a new CRM can feel like a lot—especially when you’re not sure what to set up first, what to ignore, and what actually matters for your agency.

That’s exactly what this video from Alex Branning addresses. If you’re brand new to Agent CRM, this is the place to start.

You Don’t Have to Figure It Out Alone

Agent CRM was built specifically for insurance agents. That means the platform isn’t just a generic CRM—it comes with tools, resources, and support designed around the way insurance agencies actually work.

When you’re just getting started, here’s what’s available to help you hit the ground running:

• The Agent CRM Support Hub — a centralized resource with guides, tutorials, and answers to common setup questions
• Kickoff and training calls — live onboarding support so you’re not setting things up in the dark
• Bundle setup and activation help — get your specific plan and features activated correctly from day one
• Ongoing support resources — because questions don’t stop after the first week
• A clear path forward — instead of a blank screen, you get a framework for what to do first, second, and third

Why This Matters for Insurance Agents

Most CRMs are built for everyone, which means they’re optimized for no one in particular. The setup, the terminology, the default workflows—none of it is designed with insurance in mind.

Agent CRM takes a different approach. The goal is to help you spend less time figuring out technology and more time using it to grow your agency.

Watch the Video

Ready to Get Started?

If you’re already an Agent CRM user and you’re still figuring things out, start with the Support Hub and reach out to the team. If you’re not a user yet, learn more about what Agent CRM offers at agent-crm.com.

The technology is there to serve you—not the other way around.