Selling annuities requires having a steady stream of qualified leads.

In today’s digital landscape, leveraging online tools and automation is key for your generating your own annuity leads online.

In this guide, we’ll show you how to create and optimize an automated annuity lead capture funnel using Agent CRM.

Step 1: Choose a Funnel Template To Generate Annuity Leads Online

Agent CRM provides pre-made funnel templates designed specifically for annuity sales. Browse the **Click & Play Library** and select a template that aligns with your business goals. Preview the templates to get an idea of the user experience.

Step 2: Access the Funnel Builder

Log into your Agent CRM account and access the “Funnel Builder” under “Sites”. If you don’t have an account, sign up to access this powerful tool.

Step 3: Customize the Funnel with Your Branding

Personalize the template with your brand, messaging, and unique annuity offerings. Craft compelling content and add strong calls-to-action to convert visitors.

Step 4: Set Up Automated Follow-Ups for Your New Leads

Agent CRM allows you to create automated email and SMS follow-up messages. Use these to provide valuable info to prospects and nudge them to book a consultation.

Step 5: Test and Refine Before Launching Your Funnel

Thoroughly test your funnel before launch. Check forms, follow-ups, and user experience. Refine any issues before going live.

Step 7: Launch and Share Your New Funnel

Once optimized, launch your live funnel. Promote it across digital channels like social media, email, and your website.

Step 8: Track and Optimize

Use Agent CRM’s analytics to monitor performance. Make data-driven tweaks to optimize conversion rates.


With Agent CRM’s intuitive funnel builder, templates, and automation, generating a steady stream of annuity leads online is simple. Get started with Agent CRM and access our Click&Play funnel library, our drip email campaigns you can use to nurture your leads, and get the help you need to launch your own campaign!

Happy clients shared their results generating annuity leads online:

“I went from 0 to over 50 leads in my first month using Agent CRM.” – John S.

“This tool has 10X’d my annuity business. Total game changer.” – Theresa L.

“As a new agent, Agent CRM gave me the framework I needed to ramp up my sales quickly.” – James P.

Learn More About Generating Annuity Leads Online

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The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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