If you love your existing website but want to take advantage of the powerful automations inside Branning Bundles, you’re in luck! You don’t have to replace your current website to use all the benefits that come with your Branning Bundle inside Agent CRM.
In just a few minutes, you can embed Branning Bundle forms directly onto your website, allowing you to capture leads and trigger automations—without changing your site design. Here’s how to do it, step by step:
✅ Step 1: Choose Your Branning Bundle Form
First, log into your Agent CRM account and navigate to:
📍 Sites > Forms > Builder
Here you’ll find all the forms included with your Branning Bundles. For example, if you’re using the Final Expense Branning Bundle, look for the Final Expense Lead Intake Form.
✅ Step 2: Generate the Embed Code
Once you’ve found the right form, click on it to open the builder. In the top right corner, you’ll see a button labeled Integrate—click that.
You’ll be given several embedding options:
🔹 Sticky Sidebar: The form sticks to the side of your website for easy access.
🔹 Polite Slide-In: The form slides in from the side, appearing subtly after someone visits your page.
🔹 Pop-Up: The form appears immediately when someone lands on your site.
🔹 Inline Form: The form appears directly within the page, wherever you place the embed code.
✅ Step 3: Add the Form to Your Website
Most agents choose Inline Form, as it allows for the smoothest user experience.
📋 After choosing your preferred display type, copy the embed code provided by Agent CRM. You can:
- Send the code to your website developer for placement.
- Paste the code yourself if you manage your website directly (most website builders like WordPress, Wix, and Squarespace allow for HTML embedding).
Once the code is embedded, your Branning Bundle form will appear on your website—ready to capture leads!
✅ Step 4: What Happens After Someone Fills Out the Form?
This is where the magic happens. Every Branning Bundle comes with pre-built workflows that kick in automatically when a lead submits the form.
Here’s exactly what happens:
1️⃣ The lead is added to your CRM.
2️⃣ They’re tagged based on the product and lead source (e.g., “Final Expense New Lead”).
3️⃣ You (or your team) are notified instantly that a new lead has arrived.
4️⃣ The lead is placed in the correct stage of your sales pipeline.
5️⃣ The lead automatically enters your New Lead Campaign—they receive:
- A welcome text message
- A confirmation email
- A follow-up sequence of nurturing messages
This all happens instantly and automatically, so your new lead experiences seamless communication from the moment they press submit.
✅ Why This Is a Game-Changer for Insurance Agents
By embedding your Branning Bundle forms directly into your existing website, you:
✅ Capture leads directly from your website
✅ Trigger your full follow-up automation instantly
✅ Keep your website design & branding intact
✅ Never miss a new lead—every form submission gets tracked and nurtured
“As far as the lead is concerned, this all happens instantly—they get a text and email from you right away, and you stay top of mind from the very first touchpoint.”
💡 Need Help Setting This Up?
Our team is happy to walk you through embedding Branning Bundle forms onto your existing website during one of our live Zoom calls.
Join us at http://live.agent-crm.com and we’ll make sure your website is set up to capture and convert leads the smart way.
🚀 Try Agent CRM + Branning Bundles Today
Want to see just how powerful Branning Bundles can be when they work seamlessly with your current website?
👉 Start your free trial today at www.agent-crm.com and unlock everything Branning Bundles has to offer!
