Insurance agencies looking to grow now have a powerful new resource at their fingertips: the Recruitment Branning Bundle—available now inside the Agent CRM Click & Play library. This new Branning Bundle is designed to give agency owners a fully customizable, start-to-finish recruitment experience, from first contact to offboarding—and everything in between.

Alex Branning and Will Winter introduced this exciting update in a live announcement, emphasizing that this isn’t just another set of tools—it’s a full journey designed to turn prospects into producers, seamlessly and strategically.

🔍 What Is a Branning Bundle?

Branning Bundles are done-for-you marketing systems inside Agent CRM that help insurance agents move fast. Each bundle maps out the complete lifecycle of a lead or customer, including ads, follow-ups, reminders, and cross-sells, packaged with matching automation workflows, websites, and emails. Now, that same system is available for recruiting agents.

🧭 The Full Recruit Journey—Already Mapped Out

The new Recruitment Branning Bundle walks you through every stage:

  • ✅ Attract licensed and unlicensed agent prospects

  • ✅ Collect and filter applications

  • ✅ Review uploaded resumes and application responses

  • ✅ Accept or reject applicants with pre-written emails

  • ✅ Schedule interviews

  • ✅ Send reminders and confirmations

  • ✅ Onboard your new hires

  • ✅ Trigger training workflows

  • ✅ Celebrate anniversaries, request referrals, and even offboard with professionalism

It’s all built inside Agent CRM—fully editable, completely yours.

📍 Where to Start: Website and Application Funnel

Like all Branning Bundles, this one includes a branded website. Your recruit funnel begins with a clean, professional landing page featuring:

  • 💬 Your agency bio (customized with your info)

  • 👀 A warm introduction to your opportunity

  • 📋 A customizable applicant form (with license/NPN detection)

  • 📎 Resume upload field

  • 📌 Automated responses

You control what happens next—approve, invite to your calendar, or send a polite rejection.

💡 Customization Built In

Every agency recruits differently. Whether you’re only accepting licensed agents or opening doors to those brand-new to the industry, this bundle adapts to your process.

You can:

  • 🔁 Adjust every workflow to fit your brand

  • 🧠 Add filters (e.g., auto-reject unlicensed applicants)

  • 🎥 Drop in your own videos to build a connection

  • 📧 Edit and personalize every email

Want help? The Agent CRM team is ready to implement it with you.

💌 12 Email Recruitment Sequence (7 Days of Nurture)

A major highlight is the new 12-email sequence that nurtures cold and warm leads into applicants. These aren’t your average emails. These are fully written recruitment letters with engaging hooks like:

“Are you looking for a new direction in your career—one that offers freedom, flexibility, and the potential to build something meaningful?”

Each message is linked to your application funnel, making it the perfect follow-up for:

  • ✅ People who requested a quote

  • ✅ Giveaway funnel leads

  • ✅ Old contacts in your CRM

  • ✅ Curious followers from social media

🎓 Built-in Onboarding and Training Automation

Don’t stop at hiring—train and support your new agents with automated workflows that guide them through:

  • 🧾 Licensing

  • 📘 Product training

  • ✅ Compliance requirements

  • 🧠 Ongoing check-ins

You’ll find pre-written emails and customizable templates ready for you to enhance with your unique style and training resources.

🎉 Bonus Features: Referrals, Anniversaries & Offboarding

As with other Branning Bundles, we’ve included thoughtful automations for:

  • 🎊 1-year anniversary messages

  • 🤝 Referral requests from happy agents

  • ❌ Offboarding notifications when someone leaves your team

These are the little things that elevate your brand and save you hours of admin work.

🧠 Final Thoughts from the Team

“We listened to your feedback. We built what you asked for. This Recruitment Branning Bundle isn’t just another funnel—it’s a full-scale system for agency growth.” —Alex Branning

“The best part? It’s flexible. You can mold this to your agency’s unique process, brand, and goals.” —Will Winter

🚀 Ready to Start Recruiting?

If you’re already an Agent CRM user, go to Click & Play > Import > Recruitment Bundle.

Not a user yet? Start your 14-day free trial at agent-crm.com and schedule a demo at consult.agent-crm.com to see how we can support your agency.

The Recruitment Branning Bundle is included for free for all users. You’ve got the tools, templates, and training—now go find your next all-star.


Click And Play, Software, Updates

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