In the highly competitive world of insurance, having the right tools can make all the difference. As an insurance agent, you need a CRM that not only manages your contacts but also helps you grow your business efficiently. In this blog post, we’ll compare Agent CRM with HighLevel specifically for insurance agents, highlighting how Agent CRM provides a comprehensive solution to meet all your needs.

Let’s dive in.

Setting More Appointments with AgentAI

One of the biggest challenges for insurance agents is setting appointments with potential clients. Agent CRM’s AgentAI is designed to streamline this process and help you set more appointments effortlessly.

How AgentAI works - use AI to schedule appointments on your calendar with your leads

How AgentAI works – use AI to schedule appointments on your calendar with your leads

How AgentAI Works

AgentAI is an AI-powered assistant that automates lead follow-up and customer communication. It handles initial inquiries, answers common questions, and schedules appointments, freeing up your time to focus on closing deals.

Example: An insurance agent receives a lead through their website. AgentAI immediately engages with the lead, providing information about available insurance products and offering to schedule an appointment. The AI checks the agent’s calendar and books a slot that works for both parties. This automation ensures that no lead slips through the cracks, resulting in more appointments and potential sales.

Increasing Your Appointment Show Rate

Getting prospects to show up for their appointments is just as important as setting them. Agent CRM includes tools to increase your appointment show rates effectively.

Automated Reminders and Confirmations

Automated text and email reminders keep your prospects informed and committed to their appointments. This feature ensures higher show rates and better engagement with potential clients.

Example: An insurance agent schedules several appointments for the week. Agent CRM automatically sends out reminders 24 hours before each appointment, followed by a confirmation message an hour before the scheduled time. These reminders reduce no-shows significantly, ensuring that more prospects attend their appointments and increasing the agent’s chances of closing sales.

Upselling Customers with Pre-Built Campaigns

Upselling is a powerful way to increase your revenue per customer. Agent CRM’s pre-built campaigns make upselling seamless.

Automated Upsell Campaigns

Agent CRM’s automated upsell campaigns help you offer additional products to existing customers, boosting your sales. The system uses personalized messaging to target customers with relevant offers, increasing the likelihood of conversion.

Example: An insurance agent identifies customers who have recently purchased a term life policy. An automated campaign is triggered, sending personalized emails and texts offering a complementary health insurance plan. The campaign includes educational content about the benefits of health insurance and provides an easy way for customers to express interest. This approach leads to more upsell opportunities and higher revenue.

Generating Referrals with Pre-Built Campaigns

Referrals are a goldmine for insurance agents, and Agent CRM makes it easy to generate them.

Referral Campaigns

Agent CRM’s pre-built referral campaigns encourage your satisfied clients to refer their friends and family. This results in a steady stream of new leads without the need for constant outreach.

Example: An insurance agent wants to boost their client base through referrals. Using Agent CRM, they launch a referral campaign that sends out automated messages to existing clients, thanking them for their business and asking for referrals. The campaign offers incentives, such as gift cards or discounts, for every successful referral. This strategy not only brings in new leads but also strengthens relationships with existing clients.

HighLevel customer support for insurance agentsGrowing Your Team with Comprehensive Campaigns

Expanding your team is essential for scaling your business. Agent CRM offers comprehensive campaigns to help you recruit and onboard new agents effectively.

Recruitment and Onboarding Campaigns

Agent CRM’s recruitment campaigns include funnels, emails, and onboarding automations to help you grow your team.

Example: An insurance agency is looking to expand by hiring new agents. They use Agent CRM to create a recruitment funnel that captures leads from job boards and social media. Interested candidates are entered into an automated email sequence that provides information about the agency, the benefits of working there, and the application process. Once hired, new agents receive onboarding emails and training materials, ensuring they are well-prepared to start selling. This streamlined process helps the agency grow its team quickly and efficiently.

HighLevel vs. Agent CRM: Why Agent CRM is the Better Choice for Insurance Agents

While HighLevel offers a robust starter plan, Agent CRM goes above and beyond to cater specifically to the needs of insurance agents. Here’s a quick comparison:

HighLevel Starter Plan Includes:

  • 🗃️ CRM and Pipeline Management: Unlimited contacts, smart contact lists, tagging, and unified conversation feed.
  • ⚙️ Workflow Automation: Custom workflows for emails, SMS messages, and more based on triggers.
  • 📅 Appointment Scheduling: Smart calendars that factor in real-time availability for seamless scheduling.
  • 📣 Marketing Automation: Streamlined campaign management across different channels.
  • 📧 Email Campaigns: Automated sequences for targeted emails based on user behavior.
  • 📲 SMS Marketing: Customizable, automated SMS messages for instant updates and reminders.
  • 📱 Social Media Management: Schedule posts, interact with followers, and analyze performance across networks.
  • 🚀 Sales Acceleration: Streamlined communication and quick deal closures.
  • 🏷️ Sales Funnels: Custom funnel stages to track conversions and optimize sales journeys.
  • 🌟 Reputation Management: Tools to maintain and enhance your digital presence.

Agent CRM Offers Everything in the Starter Plan, Plus:

  • 🤖 AgentAI: Train your own AI-powered assistant that automates lead follow-up and customer communication.
  • 📈 Pre-Built Automations: Automates lead follow-up and customer communication for you.
  • 📞 Complete Phone System: Boost calling productivity with a power dialer, A2P verification, and integrated texting and calling from one platform.
  • 🕐 24/7 Support: Access 24/7 live chat, email assistance, direct phone support, a Facebook group, and daily live Zoom calls.
  • 🏗️ We’ll Build it For You: Our expert team builds custom automations and funnels tailored to your business needs—an add-on service that handles the heavy lifting.
  • ✅ Cody Askins’ Workflows: We worked with Cody to create automations that use his proven techniques, language, and timing to maximize your closing rate on new leads!
  • 💰 Revenue+: Workflows that Cash Flow – use our connections to plug money-making opportunities into your pipeline.
  • 💡 We Know Insurance: We help you scale and grow your business with cutting-edge strategies tailored specifically for agents and their teams.
  • 🛡️ HIPAA Compliance included: Receive the GHL data encryption for all your compliance needs at no extra cost. Normally $300/month.


HighLevel Starter Plan Costs $97.00 per month
Agent CRM Costs $97.00 per month

HighLevel vs Agent CRM - comparison graphic with pricing and features


Agent CRM is more than just a CRM – it’s a comprehensive solution designed to empower insurance agents. From setting more appointments with AgentAI to increasing your appointment show rates, upselling customers, generating referrals, and growing your team, Agent CRM provides all the tools you need to succeed. Don’t miss out on the opportunity to transform your business and achieve financial freedom. Visit Agent CRM today and see for yourself how it can revolutionize your workflow and increase your sales.

Ready to take your insurance business to the next level? Visit Agent CRM now and start making more money with Agent CRM!

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Agent CRM Team

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The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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