If you’re a Primerica agent, chances are you got into this business because you love helping people. You believe in building relationships, educating families, and protecting their financial future. You’re committed, coachable, and driven. You need the best Primerca CRM.

But let’s be honest: between following up with referrals, organizing appointments, and trying to keep your community engaged, your days get packed fast.

That’s where Agent CRM comes in.

This isn’t just any CRM. Agent CRM is a powerful, easy-to-use platform built specifically for insurance agents—especially those like you who work under the Primerica model. Whether you’re managing warm market leads, growing your team, or expanding your local presence, Agent CRM gives you the tools to do it faster, easier, and smarter.

If you’ve been looking for a Primerica CRM that actually helps you grow, build relationships, and stay connected—this is it.

💬 Manage Your Referrals Without Losing a Beat

Referrals are the lifeblood of your Primerica business. But how many times have you said, “I’ll follow up with them later,” only to forget where you wrote their name down?

With Agent CRM, every referral becomes an opportunity that never slips through the cracks.

• 🗂️ Store all your contacts in one organized place

• 🔁 Automate follow-up texts, emails, and reminders

• 🧠 Use smart workflows to move referrals through your sales pipeline

You can tag contacts, set up reminder tasks, and even trigger automations when someone books a meeting. That means more conversations, more appointments, and more closes—with less stress.

🎁 Build Your Community with Giveaway Funnels

One of the best ways to grow your local brand is to give back to your community. That’s why Agent CRM includes our Giveaway Funnel system, a plug-and-play marketing tool that helps you:

• Run local giveaways for restaurant gift cards, movie nights, or family fun packs

• Collect names, emails, and phone numbers in your local area

• Start genuine conversations with people in your community

Imagine launching a giveaway in your town, collecting 200+ leads in one week, and booking new appointments—without feeling salesy.

Primerica agents love this tool because it keeps your outreach personal, professional, and fun. And yes—it’s already built into Agent CRM, ready for you to launch with a few clicks.

🧑‍💻 Get Up and Running Fast With Real Support for Primerica CRM

We know CRMs can feel overwhelming. You’re not a software engineer—you’re an agent focused on helping families and growing your team.

That’s why Agent CRM isn’t just software—it’s a support system.

• 💬 24/7 live chat

• 🎥 Daily live Zoom office hours

• 📚 Step-by-step video tutorials

• 🧑‍🤝‍🧑 Friendly, human support from people who know insurance

We don’t leave you alone to figure it out. When you log into Agent CRM, we’re right there with you—helping you set it up, build your automations, and hit your goals.

✅ Features Primerica Agents Will Love in Agent CRM

Here’s what you get when you sign up for Agent CRM—and how it helps your Primerica business thrive:

🚀 Ready to Build the Business You Envisioned?

You got into this business to help people—and Agent CRM helps you do that with less stress, more confidence, and better results.

You don’t need to be a tech expert. You don’t need to build it all from scratch.
You just need the right tools and the right team behind you.

💥 This is your Primerica CRM—built with love, for agents who are ready to grow.

👉 Start your 14-day free trial now at www.agent-crm.com

We can’t wait to help you serve more families, build a bigger team, and make an even greater impact.

❓ What is Agent CRM?

Agent CRM is the go-to marketing and automation platform for insurance professionals—specifically built for agents like you working under the Primerica model.

While many CRMs give you a blank slate and leave you guessing, Agent CRM comes loaded with ready-to-use tools, including automation workflows, referral request campaigns, follow-up systems, and community-building features like giveaway funnels. It’s the Primerica CRM you’ve been waiting for.

❓ How is Agent CRM different from other CRMs?

Most CRMs give you a login—and then you’re on your own. Agent CRM gives you:

• Pre-built campaigns made for insurance agents

• Smart automation to follow up with referrals

• Daily Zoom support so you’re never stuck

• Tools like giveaway funnels to help you connect with your community

• A powerful system that works out of the box

We’ve spent years building on top of GoHighLevel—but everything inside Agent CRM is tailored to help Primerica agents thrive.

❓ Can I use Agent CRM to manage my referrals?

Yes—and this is one of the things we do best. Agent CRM makes it easy to:

• Track every referral in your sales pipeline

• Automatically send text and email follow-ups

• Use our 5.0 Referral Request Workflow to ask for new referrals in a natural, professional way

• Stay organized and never lose track of a contact again

❓ How does Agent CRM help me build my local brand?

Agent CRM includes our Giveaway Funnel system, which is perfect for community-focused Primerica agents.

With a few clicks, you can:

• Launch a local giveaway (e.g. dinner for two, movie night)

• Collect contact info from your community

• Start real conversations with new prospects

• Convert casual interest into booked appointments

It’s a fun, low-pressure way to build relationships and grow your business.

❓ What kind of support will I get?

Agent CRM offers the most comprehensive support in the industry:

• ✅ 24/7 Live Chat

• ✅ Daily Zoom support calls

• ✅ Phone and email support

• ✅ On-demand training videos

• ✅ Real humans who care about your success

Whether you’re just starting out or building a big team, we’re with you every step of the way.

❓ Can I use Agent CRM on my phone?

Absolutely! Agent CRM is fully mobile-friendly. Whether you’re meeting with a family at their kitchen table or following up with referrals between appointments, you can manage your entire CRM from your phone.

❓ How much does Agent CRM cost?

We offer a 14-day free trial for all new users—no credit card required.

After the trial, the platform is just $97/month, with no contracts and no hidden fees. It’s all-inclusive:

• All the tools

• All the support

• All the automation

• One flat price

❓ Can Agent CRM connect with other tools I use?

Yes! Agent CRM integrates with tools like:

• Google Calendar

• Zoom

• Facebook Lead Forms

• Zapier (which connects you to thousands of other apps)

If you’re using outside lead sources or marketing tools, we’ll help you connect everything so it flows seamlessly into your CRM.

❓ Is Agent CRM built by Primerica?

No—Agent CRM is not affiliated with Primerica.

We’re an independent company that proudly serves hundreds of Primerica agents. We’ve taken time to build tools that directly support the Primerica business model, including recruiting funnels, referral follow-up campaigns, and simplified automation systems designed for warm markets and community outreach.

❓ What if I’m not tech-savvy?

No problem at all. Agent CRM is designed for insurance professionals—not software engineers. You’ll find:

• A simple, clean interface

• Pre-loaded campaigns and templates

• Easy step-by-step tutorials

• And if you ever get stuck, just hop on a daily Zoom call and our team will help you in real time.

❓ Can Agent CRM help me recruit?

Yes! Many Primerica agents use our tools to grow their teams. You can:

• Build recruiting funnels

• Create interest forms

• Automatically follow up with new prospects

• Invite leads to Zoom webinars or one-on-one calls

Everything you need to scale your team is already built into Agent CRM.

❓ Where can I try Agent CRM?

You can start your free 14-day trial right now at:
👉 www.agent-crm.com

You’ll have full access to all features, training, support, and automation systems—no credit card required.

💬 Final Thoughts

If you’ve been searching for a Primerica CRM that helps you do more, grow faster, and finally feel organized and supported…
You’ve found it.

Agent CRM was built for people like you—agents with a mission to help families and build a business worth being proud of.

👉 Start your free trial now and see what’s possible.

Learn More About Agent CRM

• What Insurance Products is Agent CRM Built For?
• Best CRM for Independent Insurance Agents
• How Agent CRM’s Marketing+ Suite Helps Life Insurance Agents Lower Lead Costs
• Angela Taylor, Life Insurance Agent, Shares Her Review of Agent CRM 👇🏻