At Agent CRM, we understand that growing a Medicare business takes time, energy, and focus. That’s why we’ve created the Branning Bundle specifically for Medicare agents. This bundle is a complete solution that combines automations, workflows, and marketing campaigns, helping you streamline your work and grow your business.

With the Branning Bundle, you’ll be able to automate routine tasks, identify new opportunities within your existing database, and even use referral campaigns to generate more leads from your current clients. Let’s take a closer look at how the Branning Bundle can make your Medicare business more efficient and successful.

What Is the Branning Bundle?

The Branning Bundle is a complete “business-in-a-box” designed for Medicare agents. We know that keeping track of clients, managing leads, and making sure you’re compliant with industry regulations can be overwhelming. This bundle takes care of those tasks for you, so you can focus on what you do best: helping your clients.

Here’s what’s included in the Branning Bundle:

  • Workflows: Automatically handle client onboarding, renewals, and follow-ups.
  • Pipelines: Visually track where each client is in the sales process.
  • Marketing Campaigns: Pre-built email and SMS campaigns that nurture leads and clients.

Branning Bundles include workflows pipelines emails text and funnels

How the Branning Bundle Helps Automate Your Business

One of the biggest challenges for Medicare agents is keeping track of leads and following up with clients. With the Branning Bundle, you can automate much of this work.

  • AI-Powered Lead Management: The Branning Bundle uses AI to help sort and prioritize leads based on how ready they are to buy. It will send reminders, follow-ups, and messages for you, ensuring no lead is forgotten.
  • Automated Email & SMS Campaigns: These are pre-built, CMS-compliant campaigns that take the guesswork out of staying in touch with your clients. The emails and texts automatically go out when they’re supposed to, whether you’re following up after a meeting or reminding clients about Medicare enrollment.
  • Automated Workflows: From the moment a lead enters your pipeline, the Branning Bundle will automatically move them through different stages, keeping them engaged and informed about their Medicare options. This automation helps make sure no lead is left behind.

Finding New Opportunities in Your Database

We believe every Medicare agent has a database full of potential. The Branning Bundle helps you uncover opportunities that you might have missed, turning old leads into new clients.

  • T65 Leads: The automation inside of the Branning Bundles automatically identifies individuals approaching their 65th birthday by analyzing the data and using trigger-based automations. Medicare agents can then use pre-built campaigns to target this audience with personalized messages, educating them on their Medicare options. By setting up automated reminders and follow-up sequences, agents can stay in front of these leads during a critical decision-making period, making it easier to convert them into clients as they approach eligibility for Medicare.
  • Tagging and Smart Segmentation: You can easily segment your clients based on their Medicare plan, enrollment date, or other factors. This helps you send personalized messages to the right clients at the right time, increasing your chances of converting them into customers.
  • Advanced Analytics & Insights: Our tools help you sort client data, predicting which clients might need additional coverage, like dental or vision plans. This makes it easier for you to offer additional services, creating more value for your clients while increasing your revenue.

Lead Generation funnels for Medicare

Generating Leads with Referral Campaigns

One of the most powerful tools in the Branning Bundle is the referral campaign system. Your current clients can be one of your best sources for new leads.

  • Automated Referral Campaigns: These campaigns make it easy for you to ask for referrals without feeling pushy. The Branning Bundle will automatically send out referral requests and reminders to your clients. By staying in touch and providing great service, your clients will be more likely to refer others to you.
  • Seamless Follow-Up: The Branning Bundle ensures that every referral is tracked and followed up with. This gives you more chances to turn referrals into new clients without spending extra time manually tracking them.

Real User Feedback

Don’t just take our word for it. Here’s what some of our users had to say during the Branning Bundle launch webinar:

  • Becky Wilson, OneStop Insurance Solutions: “Everything I have been asking for.”
  • Jake Northfield: “Very smart, well played, team.”
  • Chuck Fleischer: “No one does GHL like y’all.”
  • Luis Tornes: “Ty guys. You are awesome.”
  • Ronald Clark: “You all are awesome ty.”
  • Stephen Robinson: “Robust, thoughtful, thorough. So cool. Excellent work.”

Easy to stay organized and see where your leads are

How to Get Started with the Branning Bundle

Getting started with the Branning Bundle is easy. Just follow these steps:

  1. Sign Up for Agent CRM: Visit our website and sign up for a free trial of Agent CRM. You’ll get access to all of our features, including the Branning Bundle (which is free for all Agent CRM users).
  2. Explore the Tools: Once you’re signed up, take some time to explore the workflows, pipelines, and campaigns included in the Branning Bundle. Our support team is always available to help if you have any questions.
  3. Start Automating Your Business: Start by importing your existing leads and clients. Then set up the automated campaigns to keep them engaged and informed.

With the Branning Bundle, you can finally automate the routine tasks that take up so much of your time. You’ll find new opportunities in your existing database and grow your business by generating more leads through referral campaigns.

Visit Agent CRM today to learn more and get started with the Branning Bundle.

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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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