The Life Insurance Funnel in Agent CRM’s Click & Play Library is a ready-made tool designed to help you capture leads and generate life insurance quotes efficiently. By customizing this funnel, you can tailor it to reflect your branding and cater to your target audience’s needs. Here’s how to access, edit, and optimize it for your business.


Why Use the Life Insurance Funnel?

  • Capture High-Quality Leads: Engage prospects actively searching for life insurance solutions.
  • Increase Conversions: Guide leads through a streamlined process to request quotes.
  • Save Time: Use a pre-built funnel to get started quickly.

Step-by-Step Guide to Editing the Life Insurance Funnel

1. Request the Funnel

  1. Visit Click & Play

  2. Locate the Funnel in Agent CRM

    • Once it’s added to your account, navigate to Sites >> Funnels to find the Life Insurance Funnel.

2. Customize the Funnel Pages

  1. Open the Funnel Editor

    • Click Edit Funnel to access the drag-and-drop editor.
  2. Edit Page Content

    • Update the headline to reflect your unique value proposition.
    • Include engaging and informative text about your life insurance offerings.

    Example Headline:
    “Secure Your Family’s Future with Customized Life Insurance Plans.”

  3. Update the Lead Capture Form

    • Ensure the form collects essential information, such as:
      • Name
      • Email
      • Phone Number
      • Desired Coverage Amount
  4. Add Branding Elements

    • Upload your logo, adjust the color scheme, and include any relevant images to align with your brand.
  5. Optimize the Thank-You Page

    • Add a confirmation message and let prospects know the next steps (e.g., “A representative will contact you shortly.”).

3. Configure Automation

  1. Link the Funnel to a Workflow

    • Connect the funnel to an automated workflow in Automation >> Workflows.
    • Example Workflow:
      • Send a confirmation email or text upon form submission.
      • Notify your team about the new lead.
  2. Set Up Follow-Up Campaigns

    • Add leads to a nurturing campaign that educates them about life insurance options and encourages them to schedule a consultation.

4. Test the Funnel

  1. Preview the Funnel

    • Use the Preview option to ensure the page looks professional and functions correctly.
  2. Submit a Test Entry

    • Test the form to confirm data is collected and workflows are triggered as expected.

5. Publish and Promote

  1. Publish the Funnel

    • Once satisfied with your edits, click Publish to make the funnel live.
  2. Share the Funnel Link

    • Promote the funnel on your website, social media, email campaigns, or paid ads to drive traffic.

Pro Tips for Success

  • Focus on Benefits: Highlight how your life insurance plans meet your prospects’ needs.
  • Add Testimonials: Include reviews from satisfied clients to build trust.
  • Mobile Optimization: Ensure the funnel is mobile-friendly for leads on the go.

For additional tips, check out our blog Create Campaign & Add Contacts to It.


Learn More

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