If you’ve ever looked at your CRM and wondered, “What happened to that lead?” — you’re not alone.

Most insurance agents lose sales not because they’re bad at closing, but because their follow-up system depends on one thing: memory.

But when your schedule is packed, your notes are scribbled, and leads come in from multiple directions… things slip.

That’s where Branning Bundles come in.
Built directly into Agent CRM, Branning Bundles are pre-built, done-for-you automation campaigns that ensure no lead ever falls through the cracks.

🧠 What Are Branning Bundles?

Branning Bundles are complete marketing and sales automations, designed specifically for insurance agents.

Each Bundle includes:

  • ✅ Color-coded and numbered workflows

  • ✅ A matching visual pipeline

  • ✅ Pre-written email and SMS follow-ups

  • ✅ A branded landing page and calendar funnel

They walk your leads through every stage — from cold opt-in to happy renewal — without you lifting a finger.

All you have to do is pick your product, import the bundle, and watch it work.

🔄 The Workflow Stages: Explained

Each Branning Bundle follows the same structure, making it easy to understand and manage.

Here’s how it works:

🟣 2.0 New Lead Campaign

As soon as a lead opts in, this campaign sends a powerful series of emails and texts to warm them up and drive bookings.

Ideal for cold leads from ads, directories, or landing pages.

🔵 2.5 Lead Nurture Sequence

If they don’t convert right away, this campaign keeps them engaged with spaced-out, value-driven messages.

Perfect for leads that ghost or go quiet after initial contact.

🟡 3.0 Appointment Reminder

Booked a call? This automation sends reminders before the meeting to dramatically reduce no-shows.

Includes text and email nudges so they don’t forget.

🟠 4.0 Appointment Follow-Up

Whether they showed or ghosted, this campaign handles post-appointment follow-up — so you can close deals or reschedule.

Automatically adapts based on appointment outcome.

🟢 4.0 Sale Made

Once a sale is made, this campaign sends a thank-you message, onboarding support, and upsell opportunities.

Professional and warm — keeps the good vibes going.

⚫ 5.0 Referral Request

Your happy clients get a ready-made email and text series asking for referrals — so you grow without buying more leads.

Triggered automatically post-sale.

⚫ 6.0 Cross-Sell Campaign

Want to offer annuities, final expense, or Medicare? This campaign introduces additional products to current clients.

Great for increasing revenue per client.

⚫ 7.0 Renewal Campaign

This long-term sequence reminds clients when it’s time to review or renew their coverage.

Keeps you top-of-mind, year after year.

📊 Why Branning Bundles Matter for Insurance Agents

Let’s be real. You didn’t get into insurance to become a marketing tech wizard.
But leads don’t convert without consistent, strategic follow-up.

Branning Bundles give you:

  • ✅ Consistency (every lead gets the same professional experience)

  • ✅ Clarity (visual pipelines show exactly where people are)

  • ✅ Conversion (automated follow-up increases appointments and sales)

And most importantly: you don’t have to build anything.
Just plug, play, and follow up like a pro.

💡 Pro Tip: Watch Phase 1 of the Activator

If you’re an Agent CRM user, head over to the Activator Training and watch Phase 1: Update Essential Automations.

This step-by-step video walks you through:

  • Importing the Branning Bundles

  • Connecting them to your pipeline

  • Making small tweaks for your niche

It’s fast. It’s simple. And it’s built for insurance agents like you.

🚀 What Product Are You Selling?

Branning Bundles are available for all major insurance verticals, including:

  • Life Insurance

  • Final Expense

  • Medicare

  • ACA / Health

  • Mortgage Protection

  • P&C (Home & Auto)

  • Annuities

  • Group Benefits

  • Infinite Banking

  • IULs

  • Dental & Vision

  • Recruiting Campaigns

No matter your niche, there’s a Bundle ready to go.

✅ Ready to Plug in Branning Bundles?

Every Branning Bundle is included with your Agent CRM subscription.
No extra charge. No setup fees.

👉 Start your free trial of Agent CRM today
👉 Already a user? Import your first Branning Bundle and never lose another lead again.


Marketing

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