🌐 How to Connect Your Branded Domain to Agent CRM

Want to take your insurance business to the next level?
Start by connecting your own branded domain inside Agent CRM.

Instead of sharing generic links like agentcrm.com/xyz, your landing pages and calendar links can now say things like book.youragencyname.com—which looks more professional, builds trust, and helps you stand out in a crowded market.

Branded links = more clicks + more credibility.

💡 Why a Branded Domain Matters

Using your own domain:

  • Makes your CRM feel truly customized

  • Gives clients confidence with polished, professional URLs

  • Boosts brand consistency across all emails, landing pages, and funnels

  • Increases trust, clicks, and engagement

🔧 How to Purchase or Connect Your Domain in Agent CRM

• Step 1: Buy or Use an Existing Domain

You can:

  • Purchase a new domain directly inside Agent CRM

  • Or connect a domain you already own (GoDaddy, Namecheap, etc.)

No extra tools required—Agent CRM handles both!

• Step 2: Go to Settings > Domains

In the left menu, click:
Settings > Domains

• Step 3: Add Your Domain

Click Add Domain, and type in the branded domain you want to use.

  • If you bought your domain in Agent CRM, setup is mostly automatic

  • If it’s an external domain, Agent CRM will provide the DNS records you need (usually CNAME or A records)

• Step 4: Update DNS Settings (If Needed)

If you’re using GoDaddy, Namecheap, or another provider:

  • Log in to your domain account

  • Add the records Agent CRM gives you

  • Make sure they match exactly (including spacing, punctuation, etc.)

⚡ Pro Tip: If you bought the domain inside Agent CRM, these steps are mostly handled for you.

• Step 5: Verify and Go Live

Once records are added:

  • Return to Settings > Domains

  • Click Verify

  • Once verified, your branded domain will go live and replace generic links in:

    • Funnels

    • Calendar pages

    • Automations

🔒 Pro Tip: Turn on SSL (https)

SSL encrypts your site and shows the padlock icon in the browser. It builds trust and keeps client data safe.
You can toggle SSL on once your domain is verified.

🎥 Need Step-by-Step Help?

Watch the domain setup walkthrough inside the Branning Library:
👉 Agent CRM Domain Training

Still stuck?
Message the Support Team in chat—they’ll walk you through the DNS setup to get you live fast.

👉 Start your 14-day free trial and give your CRM a branded, professional feel today!


FAQ, Funnels, Marketing, Software, Technology

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