“I think it’s special. I think it’s needed. Agent CRM is on the cutting edge.” – Cody Askins

In a world where technology is rapidly advancing, the insurance industry is no exception. If you’re an insurance agent looking to stay ahead of the curve and dramatically increase your productivity, you’re in for a treat.

In this blog post, we’ll dive into the recent conversation between Cody Askins, the industry-leading coach, and Alex Branning, the mastermind behind Agent CRM—a game-changing platform for insurance agents.

The Power of AI in Insurance Sales:

Alex Branning starts the conversation by defining Artificial Intelligence (AI) as the ability to train a computer to perform tasks with conditional programming. AI, especially language learning models like ChatGPT, has revolutionized the insurance industry by enabling insurance agents to automate various tasks. The key takeaway here is that AI can help agents be more productive and focus on revenue-generating activities.

Imagine the following scenario: an agent can text about 30 people in an hour and book around 5 appointments through manual conversations. Now, enter AI-powered scheduling bots like the Schedule Bot from Agent CRM. These bots can handle hundreds of conversations simultaneously and potentially help you book 50 appointments in the same timeframe—all without you lifting a finger.

AI Enhancing Customer Service:

Alex emphasizes that AI isn’t just about scheduling appointments. It can also transform customer service. By integrating AI into your email responses, you can address customer inquiries and reduce the workload associated with manual email responses. This means you can spend more time on essential tasks, like running appointments and training.

“I want you to imagine each tool [in Agent CRM] as a full-time employee in your army.” – Alex Branning

A Gold Rush for Independent Agents:

With the emergence of AI and increasing regulations, the insurance industry is ripe for change. Independent agents who embrace AI and use it ethically are set to thrive. They have an opportunity to outperform larger call centers that may struggle to adapt to new rules and technology.

Alex predicts that we’re entering an era where more millionaire agents will be created in the next 12 months than ever before. AI is leveling the playing field, allowing smaller agencies to compete effectively.

“I love what you’re doing. It’s incredible. All that Agent CRM can do, still under $100 a month, which is crazy.” – Cody Askins

Agent CRM: Your AI-Powered Partner:

The Agent CRM platform started as a marketing and sales solution but evolved into a comprehensive tool for insurance agents. It includes features like contact management, email marketing, a complete phone system, and even a client portal.

What sets Agent CRM apart is its commitment to customer support. Alex has assembled a team of 17 support staff members who provide hands-on assistance through live support Zoom calls, emails, live chat, and a Facebook group.

The Future of AI in Insurance:

According to Alex, AI’s future in insurance is bright. It will continue to enhance productivity, automate tasks, and provide a better customer experience. AI-driven customer service, client portals, and advanced automation are on the horizon.


AI is reshaping the insurance industry, offering insurance agents an opportunity to boost productivity, save time, and deliver exceptional customer service. If you’re ready to ride this wave of innovation, consider Agent CRM as your AI-powered partner.

Don’t miss out on the chance to revolutionize your insurance business. Visit Agent CRM today and explore the future of insurance sales powered by AI.

Watch the full interview here:

Learn More:

Cody Askins Recommends Agent CRM for Insurance

Cody Askins Recommends Agent CRM for Insurance Agents and Financial Planners

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Agent CRM Team

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The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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