Hi — Alex Branning here. If you’ve been staring at your inbox, Post-its, and a chaotic calendar wondering how to get a legit, working CRM that actually saves you time (not creates more work), this guide is for you.

Below I walk you through exactly what happens when you sign up for Agent CRM, the step-by-step onboarding path we’ll take together, and the quick wins you should expect in your first week. There’s a short walkthrough video I recorded that shows this exact flow — drop into the player, then follow the checklist below and you’ll be live fast.

Watch the onboarding walkthrough video here:

Quick links

Why this onboarding works (and why it matters)

You don’t need to be techy. You don’t need to write emails. You need a system that:

Our onboarding is built for busy insurance agents who want the results of a modern marketing stack without the headache. Follow the steps below and you’ll have a working, branded system that starts generating calls and meetings in days — not weeks.

Step-by-step onboarding checklist (do this in order)

1) Sign up & start your free trial (5 minutes)

Go to http://www.agent-crm.com and sign up for the 14-day free trial. We don’t hold anything back — you’ll have access to every feature so you can test the real system.

2) Open the Activator (10 minutes)

After you log in, click Activator from the left menu. The Activator walks you through Phase 1 (system setup) with short, embedded training videos. Follow the steps in order — they’re bite-sized and action oriented.

Why it matters: the Activator turns setup into a checklist instead of a guessing game.

3) Fill in the Account Customizer (15 minutes)

Open the Account Customizer and add:

  • Your business name

  • Your logo

  • Your profile photo(s)

  • Your short bio and social links

When you save the customizer, every imported branding bundle (emails, funnels, SMS templates) instantly updates with your colors, logo, and profile — that means branded emails, landing pages, and funnels are ready without manual edits.

Quick win: This one step takes ~15 minutes and makes everything feel like your system.

4) Import a Branning Bundle (5–10 minutes)

Go to Click & Play Assets and choose the Medicare, Life, Final Expense, or other Branning Bundles that match your products. Import the bundle — workflows, email sequences, funnels, and scripts are included.

Why it matters: You don’t have to write a single email or build a funnel from scratch.

5) Connect your phone & calling (10–20 minutes)

Set up your Agent CRM phone number (A2P verification help available). Enable Speed-to-Lead notifications so you (or your agent team) get pinged the instant a lead opts in.

Pro tip: If you want LOANNE.AI voice capture or advanced call handling, ask about the LOANNE add-on during your onboarding call.

6) Import contacts & set AEP/OEP dates (15–30 minutes depending on list size)

Upload your CSV of contacts. Make sure to include important fields like review date, policy type, and AEP/OEP windows. These fields let the system segment and trigger the right campaigns automatically.

Quick win: Auto-segmented Smart Lists allow you to target leads by enrollment window the moment they import.

7) Activate the core workflows (5–10 minutes)

From your imported bundle, review these must-have workflows:

  • 2.0 New Lead Campaign — immediate SMS + email + phone alert

  • 3.1 No-Show/Reschedule Workflow — recovers missed appointments

  • 4.0 Sold Workflow — post-sale nurture & review reminders

  • 5.0 Referral Request — email + booking button for referrals

  • 7.0 Renewal Emails — personalized review date triggers (fallback to generic email if no date)

These are pre-built in the Branning Bundle!

8) Train AgentAI for your product (15–45 minutes)

The bot will answer routine questions and book qualified leads or escalate to a live agent when needed.

Why it matters: AgentAI handles routine replies so you spend your time on high-value calls.

9) Enable SOA Click-to-Send & policy fields (10 minutes)

Turn on the policy fields and the SOA (Statement of Advice) Click-to-Send feature so you can deliver compliant documents quickly from the contact record.

Pro tip: Add the Medicare policy pop-up button to your funnel so agents can capture policy details during intake.

10) Localize and enable Spanish workflows (optional, 15 minutes)

If you serve Spanish-speaking clients, activate the Language Switcher on your funnel and enable the Spanish-specific workflows. The system supports EN ⇄ ES toggling so prospects get messages in their language.

11) Test your flows (15–30 minutes)

Create a test lead, walk through the entire journey (form fill → Smart List → new lead workflow → appointment booking → no-show recovery). Confirm SMS, email, and phone notifications arrive as expected.

12) Schedule your onboarding call & claim expert hours (as needed)

If you purchased setup hours or want help customizing scripts, schedule a demo or QuickFix call with our onboarding team at http://consult.agent-crm.com. Our onboarding team will tailor messages, set agent permissions, and help you go live.

What to expect in your first 7 days

  • Day 0–1: Account customizer + bundle import → branded emails & funnels in place.

  • Day 2–3: Contacts imported, AEP/OEP tagging, and core workflows activated.

  • Day 4–5: AgentAI trained and phone routing confirmed.

  • Day 6–7: Live testing, final tweaks, and first inbound leads or follow-ups begin.

Real agents, real results

“With the increase of referrals from your ‘Thank You for Business’ campaign, I have paid for your software for the next two years — THANK YOU!” — Rob Stecky

“I’ve been using Agent CRM for almost 3 years now. It’s the best for everything. Communication, marketing, automation… you name it.” — Justin O’Dell

“I’m so excited about Agent CRM! My husband and I are pretty low tech. I can’t believe how much we were missing out!” — Sarah Copeland

These agents started with zero automation and, after setup, began seeing better retention, more bookings, and a measurable increase in referrals.

Troubleshooting & support

  • Live chat inside your account — 24/7.

  • Phone support — 24/7

  • Facebook community — connect with other agents, see templates, and get quick feedback.

  • Need a hands-on setup? Book a session at http://consult.agent-crm.com.

Frequently asked onboarding questions

Q: How long does full setup take?
A: You can be functionally live in a few hours (Activator + Customizer + one bundle). Full polishing and AgentAI training may take 1–2 weeks depending on how much custom content you want.

Q: Do I need to write emails?
A: No. Our Branning Bundles include email & SMS templates pre-written for each product. The Account Customizer brands them automatically.

Q: Is there a trial?
A: Yes — start a free 14-day trial at http://www.agent-crm.com.

Next step (do this now)

  • Start your free 14-day trial: http://www.agent-crm.com
  • Watch the short onboarding video at the top of this page (it shows everything live).
  • Open Activator and complete the Account Customizer (it takes ~15 minutes).
  • Book a demo at http://consult.agent-crm.com if you want our team to show you more

If you want, reply to this post and tell me which product you sell (Medicare, Life, Final Expense, etc.) and I’ll point you to the exact Branning Bundle to import first.

See you inside

– Alex Branning


Software

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