For insurance agents selling annuities, the new Branning Bundle inside Agent CRM offers a complete, automated solution for generating leads, nurturing prospects, and closing more sales. We’ve designed every feature and asset in this bundle to meet the unique needs of agents, providing tools that take the guesswork out of annuity marketing. With Agent CRM, you can seamlessly manage every step of the annuity sales process and scale your business like never before.

“Agent CRM’s support is unmatched. Their team not only takes care of people but ensures everything works perfectly.” – John Wetmore

Automated Lead Generation & Nurturing

One of the key elements of the Branning Bundle is our robust lead generation and nurturing system. We’ve developed tools specifically for annuity agents that help you reach new prospects through AI-driven workflows and social media engagement.

Lead Generation Highlights:

• Smart Tagging: Track your clients by the type of annuity they’re interested in, their estimated retirement age, and more.
• Facebook & Instagram Integration: Our Branning Bundle leverages social media to gather new leads. For example, when a prospect comments on one of your social posts, our system initiates a conversation, collecting essential information and guiding them toward a consultation.

🗨️ “Agent CRM has made it easy for me to connect with potential clients and keep them engaged through automated touchpoints. The lead flow never stops.” – Becky Wilson

Fully Built-Out Marketing Funnels

Our annuity funnels are designed to capture the interest of potential clients and turn them into high-quality leads. With these pre-built, customizable funnels, you won’t need any tech expertise to launch them. Simply customize them using our intuitive Customizer tool and let them do the work.

What the Funnels Include:

• Educational Pages: Each funnel includes pages that educate your leads about annuities and provide value right away.
• Client Testimonials: You can add custom testimonials to the funnel, helping build trust from the outset.
• Clear Calls to Action: Guide prospects toward scheduling a consultation or filling out a contact form with clear CTAs.

🗨️ “Agent CRM’s annuity funnels are easy to set up and look fantastic. The leads I’m generating are serious prospects!” – Ronald Clark

Streamlined Client Communication

One of the most significant challenges for agents is maintaining consistent communication with clients. With Agent CRM, you can rely on automated SMS and email campaigns to keep clients informed about annuity options, upcoming appointments, and industry updates.

Efficient Cross-Sell and Upsell Capabilities

The Branning Bundle includes tools for upselling other financial products alongside annuities. Once your lead becomes a client, our system helps you identify opportunities to offer additional products, maximizing the value of each relationship.

How It Works:

• Cross-Sell Recommendations: The system analyzes your client’s needs and suggests suitable products, like life insurance or retirement planning services.
• Automated Follow-Ups: For example, a client who purchases an annuity could be enrolled in a follow-up sequence about complementary investment options.

Industry-Leading Compliance and Support

With the Branning Bundle, every campaign is built to align with industry standards. Our HIPAA-compliant setup ensures data security, while features like call recording help agents stay compliant.

Support Options for Agents

Agent CRM also provides unmatched support for agents, including daily Zoom calls, 24/7 chat support, email assistance, and phone support. We’re committed to helping you succeed every step of the way.

🗨️ “The support team at Agent CRM is phenomenal. They helped me customize my annuity funnel in minutes, and I was able to focus on connecting with new leads.” – Luis Tornes

If you’re ready to take your annuity sales to the next level, the Branning Bundle inside Agent CRM is your all-in-one solution.

Sign up for a free trial today at www.agent-crm.com.

David Duford Highlights Agent CRM: “You’ll Discover a Huge Benefit of Using Agent CRM Over the Other Ones” (High Level platforms for insurance agents)