When Courtney Kegresse says she’s tried every Life Insurance CRM on the market, she’s not exaggerating.

“Some were too expensive. Some were too complicated. And some just flat out didn’t help me close anything.”

As a life insurance agent, she knew staying organized and following up consistently were the keys to closing more policies. But sticky notes, spreadsheets, and missed calls were starting to cost her real money.

Then she found Agent CRM—and it changed everything.

🎥 Watch Courtney’s Testimonial Below
“Trust me—this CRM is the one you need.”

🧩 Life Insurance Sales Need Systems—Not Chaos

Courtney’s business was growing, but her system wasn’t.

“I was drowning in notepads, sticky notes, and missed appointments.”

Agent CRM gave her a centralized dashboard where she could:

  • View and track every lead

  • Automate follow-ups based on behavior

  • Manage conversations via email, text, and even voicemail drops—all in one place

She calls it:

“Like having a full-time assistant—without having to pay one.”

🤖 Automation That Actually Works (Without Getting in the Way)

Where other platforms required custom coding or expensive consultants, Courtney was able to launch powerful automations with just a few clicks.

Agent CRM gave her:

  • ✅ Pre-built life insurance lead workflows

  • ✅ Text, email, and voicemail drip sequences

  • ✅ A calendar that syncs appointments and reminders

  • ✅ Branning Bundles that keep prospects engaged from opt-in to close

And it all works without her needing to lift a finger.

💬 Real Conversations with Real Leads

Courtney emphasized how Agent CRM helped her keep conversations going—even when she’s busy selling.

With the Conversations tab in Agent CRM, you can:

  • See every inbound text, email, or social DM in one place

  • Reply quickly or let automation do the first outreach

  • Use templates to send custom replies fast

  • Never forget to follow up (because reminders are built in)

“Now, nothing slips through the cracks—and I’m finally closing business.”

💡 She’s Not the Only One

Courtney’s story is powerful—but she’s not alone.

  • Kody Houk, now earning $500k+ in revenue, called Agent CRM the system that finally gave him back his time

  • Fred Spagat raves about the 24/7 live chat support and ease of onboarding

  • David Matos, a 17-year veteran, found his first CRM “home” with Agent CRM after trying others

So if you’re reading this and thinking “I’ve tried them all too…”
You’re in the right place.

✅ Why Life Insurance Agents Love Agent CRM

Here’s what you get as a life agent using Agent CRM:

Feature Why It Matters
📥 Automated Follow-Ups No more missed opportunities—leads get nurtured automatically
📅 Built-In Calendar Book, track, and manage appointments inside the CRM
🧠 AgentAI Respond to leads instantly with smart, human-sounding automation
📈 Branning Bundles Launch ready-to-go campaigns (like “New Lead Nurture” and “Referral Requests”)
💬 Unified Inbox Texts, emails, social media DMs—all in one view
🤝 Real Support Daily Zoom calls, live chat, and a Facebook group that actually helps
🔁 Win-Back Workflows Bring old leads back with reactivation campaigns

Agent CRM is built by insurance marketers, for insurance agents.

🚀 Ready to Trade Sticky Notes for a Real System?

If you’ve tried the others and still feel scattered, overworked, and underwhelmed—Agent CRM was made for you.

Just like Courtney, you don’t need to guess anymore.

👉 Start your 14-day free trial of Agent CRM at www.agent-crm.com
And finally give yourself a CRM that’s affordable, automated, and designed to help you close more life insurance sales.

📚 Learn More from Other Agents


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