Insurance agents know that dental and vision plans are essential add-ons that many clients need, but selling them effectively requires a streamlined approach. The Dental & Vision Branning Bundle (aka “Snapshot”) inside Agent CRM automates the entire process—helping you increase sales, stay organized, and maximize cross-sell opportunities without extra work.
If you’re still relying on manual follow-ups, scattered spreadsheets, or outdated sales methods, you’re leaving money on the table. In this blog, we’ll break down how this ready-to-use system can transform your insurance business and why it’s a game-changer for agents looking to grow their book of business.
Why Dental & Vision Sales Are a Hidden Goldmine
Most health and Medicare insurance clients need dental and vision coverage, yet many agents fail to offer it effectively. Here’s why adding dental and vision plans to your product lineup is a no-brainer:
✅ Most health plans don’t include full dental or vision benefits. Clients are actively looking for affordable options.
✅ It’s an easy cross-sell. Clients already trust you for health insurance—adding coverage is a simple upsell.
✅ Higher commissions & retention. Bundling plans increases customer loyalty and boosts your earnings.
✅ Prevents competitors from stepping in. If you don’t offer dental and vision, someone else will.
The problem? Most agents don’t have a system in place to market and sell these plans efficiently. That’s where the Dental & Vision HighLevel Snapshot in Agent CRM comes in.
What’s Inside the Dental & Vision HighLevel Snapshot?
The Branning Bundle for Dental & Vision is a pre-built automation system designed to help you sell more policies with less effort. It includes everything you need to:
✅ Automate Lead Follow-Up & Nurturing
📩 Pre-written email & SMS sequences that educate and engage leads automatically.
🔄 AI-powered follow-ups keep clients in the loop without you lifting a finger.
📅 Automated appointment reminders ensure clients don’t forget their consultations.
✅ Instant Cross-Sell & Upsell Campaigns
⚡ Trigger automatic cross-sell offers after a client purchases a health policy.
🛑 If a client doesn’t purchase dental or vision at sign-up, they’ll receive a follow-up campaign designed to convert them later.
📢 Done-for-you messaging that makes cross-selling simple and effective.
✅ Automated Referral System
🎯 After a client signs up, they’ll receive pre-timed emails and texts asking them to refer their family & friends.
💰 This increases your referral business without extra effort on your part.
🤝 Built-in tracking helps you follow up with warm leads easily.
✅ Seamless Pipeline & Lead Organization
📂 Smart lists automatically segment leads based on their responses and behaviors.
📊 Easy-to-use dashboards help you track follow-ups, booked calls, and policy sales.
🚀 Say goodbye to manual data entry and messy spreadsheets—Agent CRM keeps everything in one place.
Why This HighLevel Snapshot is a Game-Changer for Agents
🚀 No setup required. Everything is pre-built and ready to go—just import it into Agent CRM.
📈 Proven to increase conversions. The system has been tested and optimized for maximum results.
⏳ Saves you hours of manual work. Focus on closing deals while Agent CRM handles follow-ups automatically.
🔄 Scales with your business. Whether you’re a solo agent or managing a team, this automation keeps you organized and efficient.
By implementing the Dental & Vision HighLevel Snapshot, you’ll not only increase your sales but also free up time to focus on what truly matters—helping more clients and growing your agency.
How to Get Started with Agent CRM & the Dental & Vision Branning Bundle
Ready to sell more policies and automate your insurance business? Getting started is easy:
1️⃣ Sign up for your FREE 14-day trial of Agent CRM at 👉 www.agent-crm.com
2️⃣ Import the Dental & Vision Bundle with one click (no coding or setup needed!).
3️⃣ Watch your sales grow as automation takes care of follow-ups, cross-sells, and referrals FOR YOU!
🚀 Click here to start your free trial now: 👉 www.agent-crm.com
Final Thoughts: Start Automating Your Dental & Vision Sales Today
If you’re still manually following up with leads, missing out on cross-sell opportunities, or forgetting to ask for referrals, it’s time to upgrade your system.
The Dental & Vision Branning Bundle inside Agent CRM is the fastest, easiest way to increase your revenue and stay organized—without adding more work to your plate.
📢 Sign up for your FREE trial today! 👉 www.agent-crm.com
