Alex Branning’s free book reveals the ‘playground strategy’—how insurance agents attract multiple clients, cross-sell naturally, and build referral systems that run themselves.
89% of unknown calls go to voicemail. 98% of texts get read. Here’s how Medicare agents are using Agent AI and LOANNE to capture more leads and book more appointments automatically.
Alex Branning is hosting a live Medicare marketing workshop August 27–28 in Dallas. Learn the strategy on Day 1, build your actual content system on Day 2—all before AEP hits.
Discover everything new in the Agent CRM July 28, 2026 platform update — including WhatsApp improvements, smarter review management, a redesigned events checkout, AI Employee Growth plan, Super Agent image editing, and more. All updates are live now for insurance agents.
Agent CRM’s General Insurance Snapshot can be customized into a complete pet insurance system with workflows, pipelines, emails, texts, and funnels.
Agent CRM’s General Insurance Snapshot can be customized into a complete travel insurance system with workflows, pipelines, emails, texts, and funnels.
Agent CRM’s General Insurance Snapshot can be customized into a complete group insurance system with workflows, pipelines, emails, texts, and funnels.
Agent CRM’s General Insurance Snapshot can be customized into a complete accident insurance system with workflows, pipelines, emails, texts, and funnels.
Agent CRM’s General Insurance Snapshot can be customized into a complete critical illness insurance system with workflows, pipelines, emails, texts, and funnels.
HubSpot tried to pool your client data into a shared dataset—auto-enrolled. Here’s what happened, why it’s not over, and how insurance agents can protect their book.