Getting started with Agent CRM doesn’t have to be overwhelming. Here’s how new users can get up and running quickly—with the right resources and support to make it easy.
A new insurance agent with $300 left in his account shares how Agent CRM gave him the system, support, and structure he needed to start building his agency.
Agent CRM is HIPAA compliant — now getting your signed BAA is self-serve. We have plug-and-play marketing campaigns for Medicare and Health Insurance Agents.
John Whetmore discovered every dial was worth $17. That one number changed how he viewed activity, sales, tracking, and agency growth.
Agent CRM’s agency plan gives insurance agency owners branded tech, unlimited agent support, and $30/month per agent in passive revenue—without becoming tech support.
Never used a CRM before? Agent CRM walks you through every step—from account setup to your first automated follow-up—with unlimited live support included.
GoHighLevel power users in insurance are hitting a ceiling—broken AI, no-build support, and Fiverr freelancers who don’t know insurance. Agent CRM fixes all three.
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.