Hola—Hello, agent! Ready to expand your reach into the Spanish-speaking market? Our bilingual Insurance CRM includes Branning Bundles that let you speak directly to bilingual prospects with fully translated, culturally adapted marketing assets. Below is a straight-English overview of what’s in our Spanish Branning Bundles for Medicare, Health & ACA, and Final Expense—complete with a few key Spanish terms so you can see just how easy it is to go bilingual.
What Is the Spanish Branning Bundle?
The Spanish Branning Bundle is your complete, ready-to-launch marketing package for serving Hispanic audiences. Each bundle includes Spanish-language assets alongside the original English versions, so you can toggle between both or run fully Spanish campaigns in Agent CRM.
Bundles You Know—Now Fully Bilingual Insurance CRM
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Medicare (Medicare)
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Health & ACA (Salud y ACA)
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Final Expense (Gastos Finales)
These three verticals are fully translated and locally tailored.
What’s Inside the Bilingual Insurance CRM, Agent CRM?
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Spanish Automations
Every automation in your Branning Bundle now has a Spanish version that filters leads based on their preferred language. Whether a prospect opts in en inglés or en español, they’ll only receive the workflows—and reminders—that match their language choice. -
Outbound Communications in Spanish
All emails and SMS messages are available in Spanish. Simply toggle your contact’s language preference to “Spanish” and every drip, reminder, and follow-up message shifts seamlessly into Spanish. -
Language-Switch Toggle on Every Page
Each funnel page includes a built-in toggle so prospects can switch between English and Spanish at any time. No extra setup needed—just import and go.
Your Bilingual Funnels
Instead of standalone “webinar pages,” our funnels act like mini-websites tailored to each vertical. When you import a Spanish Branning Bundle, you get:
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Home Page with Lead Intake Form
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All the key product details in Spanish, plus a form to capture lead info directly on your site.
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Terms & Conditions Page
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Legally compliant, translated T&C so Spanish speakers feel confident and protected.
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Product Page
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Deep dive into benefits and features, written for a Hispanic audience.
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Calendar & Booking Page
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Embedded booking widget with Spanish prompts—so scheduling calls is just as easy for español-speakers as it is for English-speakers.
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Complete Customizer
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Treat the funnel like a website: change headlines, images, and button text right in the customizer. Everything updates instantly in both languages.
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How to Set Up Your Bilingual Funnel
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Import the Spanish Funnel
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Go to Click & Play → Branning Bundles and choose your vertical (Medicare, Salud y ACA, or Gastos Finales).
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Enable Spanish Automations
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In the workflow settings, turn on the Spanish-language versions. The system will auto-filter contacts by their language tag.
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Customize & Publish
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Use the funnel customizer to swap out your branding, set the intake form fields, and tweak copy. The language toggle and translated automations come pre-configured.
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Launch & Monitor
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Send traffic to your bilingual funnel URL. Watch Analytics to see which language prospects prefer—and optimize accordingly.
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Why a Bilingual Insurance CRM Wins
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Seamless Experience: Prospects stay on your funnel in their preferred language from first click to booked appointment.
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Higher Conversions: Spanish-speaking audiences respond better when you communicate in their native language.
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Frictionless Management: One system handles both languages—no juggling multiple platforms or copying assets between accounts.
Next Steps
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Try It Free: Not on Agent CRM yet? Start your 14-day free trial and unlock bilingual funnels today.
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Need Help? Our support team is standing by to assist with setup or customization.
With Agent CRM as your bilingual insurance platform, you’ll serve every client—English or Español—with professionalism and ease. Let’s launch your first fully bilingual funnel!
Customer Success Stories: Agent CRM Reviews
