Are you struggling to keep up with lead management, emails, and branding while running your final expense insurance business? You’re not alone. Many agents face the same challenges, which is why we created the Final Expense Branning Bundle, our version of the Business in a Box (BIAB)—a complete solution tailored for insurance agents like you. Let’s dive into what makes this Branning Bundle a game-changer for final expense professionals.
What’s Included in the Final Expense Branning Bundle?
The Branning Bundle is designed to eliminate the guesswork and help you focus on what matters—selling insurance and growing your business. Here’s what you’ll get:
- Pre-Built Emails and Texts
Over 100 professionally crafted emails and text messages, designed specifically for final expense insurance. Each message is built to engage, nurture, and convert your leads into loyal clients. - Customizable Website
The bundle includes a fully functional website pre-built for your business. This isn’t just a cookie-cutter template—it’s tailored to your branding, complete with your colors, logo, and social media links. - Automated Pipelines
Track every lead from initial contact to closing the deal with seamless automated pipelines. This feature ensures no lead slips through the cracks.
The Power of the Customizer Tool
One standout feature of Agent CRM is the Customizer Tool. In just 10–15 minutes, you can personalize every aspect of your business’s digital presence:
- Add your branding details (name, address, colors, and social links).
- Instantly update all emails, texts, and your website to reflect your brand.
- Save hours of manual editing and ensure consistency across every channel.
“With the Customizer Tool, I saved hours of work and instantly had a professional, branded system ready to go.” – Luis Moreno
Action Step: Log into your Agent CRM account, click on the Customizer Tool, and update your details today.
Why Choose Agent CRM Over Lead2Client?
When comparing Agent CRM to competitors like Lead2Client, the differences are clear:
- Ease of Use: Agent CRM’s intuitive Customizer Tool and pre-built workflows eliminate setup headaches. Lead2Client requires manual editing and lacks automation.
- Comprehensive Features: Agent CRM provides email, SMS, website personalization, and robust pipelines in one platform. Lead2Client often requires multiple add-ons to achieve similar functionality.
- Support: With 24/7 live chat, daily Zoom calls, and a vibrant user community, Agent CRM is there whenever you need help. Lead2Client’s support can be limited and less responsive.
“Agent CRM made my transition seamless. With Lead2Client, I was overwhelmed by manual tasks and lack of support.” – Final Expense Agent
Action Step: If you’re using Lead2Client, consider migrating to Agent CRM to streamline your workflow and maximize efficiency.
How to Get Started
- Activate Your Branning Bundle: Add the Final Expense Bundle to your Agent CRM account.
- Review Pre-Built Content: Read through the pre-written emails and texts to ensure they align with your tone and branding.
- Update Your Customizer Tool: Personalize your branding to make the system truly yours.
- Order Leads: Use Kaboom Leads or your preferred source and let Agent CRM’s automation take care of the rest.
Ready to Go?
Your success matters to us. The Final Expense Business in a Box is ready for you to use, and it’s free with your Agent CRM subscription. Don’t wait—sign up for Agent CRM today and take the first step toward a more organized, efficient, and profitable business.
