Every insurance agent has them—old leads sitting idle in your CRM. Maybe they never answered the phone, ghosted after a quote, or simply said, “I’m not ready yet.” But here’s the truth: just because they went cold doesn’t mean they’re gone forever.

That’s exactly why Branning Bundles’ Reactivation Campaign exists inside Agent CRM. This powerful automation lets you re-engage old leads automatically, reignite conversations, and turn dead leads into real appointments.

In this guide, I’ll walk you through exactly how to use the Reactivation Campaign so you can start booking appointments from leads you already paid for.

✅ Step 1: Locate the Reactivation Campaign Inside Branning Bundles

Once you log into Agent CRM, navigate to:

📍 Automations > Workflows

Branning Bundles includes a pre-built Reactivation Campaign, already customized for the type of leads you’re working. Whether it’s Final Expense, Medicare, or Life Insurance, this workflow is ready to go the moment you activate it.

✅ Step 2: Import Old Leads into Agent CRM

Before the campaign can do its magic, you need to make sure your old leads are inside Agent CRM.

🔹 If the leads already live in Agent CRM, you’re good to go.
🔹 If they live in a spreadsheet, just go to Contacts > Import and follow the prompts to upload your list.

💡 Pro Tip: Add a special tag like “Reactivation Campaign” to all leads you import. This makes it easy to trigger the campaign automatically.

✅ Step 3: Apply the Correct Tag to Trigger the Campaign

The Reactivation Campaign is designed to start automatically when leads get a specific tag.

📌 To check the correct trigger, go into the Reactivation Workflow and review the trigger conditions.
📌 Typically, it will trigger when a lead gets the tag: “Reactivation Campaign” or something similar.
📌 You can also customize this trigger to match your process, like applying the tag when leads are imported.

Once you apply the tag, the workflow begins, and your old leads will immediately start receiving the first message.

✅ Step 4: Review & Customize the Messages

Before launching, you’ll want to personalize the campaign content to match your tone and brand.

Inside the Reactivation Workflow, you’ll see:
📧 Emails – Quick check-ins, valuable tips, and a reminder that you’re still ready to help.
📲 Text Messages – Short and casual, asking if they still need coverage.
📞 Voicemail Drops – A friendly message that makes them feel like you’re personally reaching out.

Take a few minutes to review these and make sure they sound like YOU. You can even add a special offer to sweeten the deal (ex: “Call this week for a free policy review!”).

✅ Step 5: Track Responses & Book Appointments

As leads start responding, you’ll get notified right inside Agent CRM.

🔔 New replies show up in the Conversations Tab, so you can quickly reply and book appointments.
📅 Use the built-in calendar booking link to make scheduling effortless.

The goal is to move leads from cold to conversation—and from conversation to appointment.

✅ What Makes This Reactivation Campaign So Effective?

Most agents never follow up long enough.

The average insurance agent gives up after 2-3 attempts, but studies show it can take 8-12 touches to convert a lead. The Reactivation Campaign solves this by:

✅ Automating consistent follow-up over several days or weeks
✅ Mixing text, email, and voicemail for multi-channel engagement
✅ Making sure every lead gets contacted without you lifting a finger

You stay top of mind without chasing leads manually.

💡 Bonus Tip: Set Up Long-Term Nurturing After Reactivation

Not every lead will respond during the reactivation window—and that’s okay. Move unresponsive leads into a long-term nurture sequence that sends monthly emails with valuable content.

This keeps you top of mind for months, so when they’re ready to buy, you’re the first agent they think of.

🚀 Get More Appointments Without Buying New Leads

If you’ve ever felt frustrated about spending money on leads that went nowhere, the Branning Bundles’ Reactivation Campaign is your secret weapon.

✅ Bring cold leads back to life
✅ Automate follow-up so you don’t have to chase
✅ Turn old leads into new appointments and sales

Ready to put this campaign to work for your business?
👉 Start your free trial of Agent CRM and unlock Branning Bundles today!