Hunter and Emily Palmer, the dynamic duo behind Niche Masters, are leading the charge in the insurance industry with their specialized income protection solutions for truck drivers. Their ability to niche down and build a highly targeted sales system has transformed their business—and a major part of their success is due to Agent CRM.
In this success story, we’ll explore how Hunter and Emily leveraged Agent CRM’s automation, workflows, and customization features to streamline their business, increase efficiency, and scale their operations.
Finding the Right CRM to Support a Growing Niche Business
Before transitioning fully to Agent CRM, Hunter and Emily were using a CRM that wasn’t optimized for their business needs.
👉 “The system that we were using directly through Go High Level wasn’t benefiting us as much as Agent CRM. It just wasn’t set up the way I wanted it to be.” – Hunter Palmer
With Agent CRM, they found a system that offered:
✅ Industry-Specific Workflows – Pre-built Branning Bundles tailored to insurance agents
✅ Automated Lead Nurturing – No more leads slipping through the cracks
✅ Customization Features – Everything branded to their business, without extra work
✅ Seamless Migration Support – Their team and leads were migrated without headaches
Hunter knew that making the switch would be a game-changer—not just for his business, but for every agent in Niche Masters.
A Partnership Built for Growth
Hunter and Emily weren’t just looking for a CRM—they wanted a partner who understood their business model, their niche, and their long-term vision.
“Alex has been a tremendous help in our business. We met in Dallas, and from that first conversation, we built an amazing relationship. He’s always innovating, improving, and making things better for us as agents.” – Hunter Palmer
The ability to work directly with Alex Branning and the Agent CRM team gave them confidence that their business was in good hands. They weren’t just buying software—they were investing in a system that evolves with them.
How Agent CRM is Powering Niche Masters
1️⃣ Branning Bundles: A Plug-and-Play System for Insurance Agents
One of the biggest game-changers for Hunter and Emily was Agent CRM’s Branning Bundles—pre-built marketing and automation systems tailored for insurance agents.
“Agent CRM had the templates already built, which saved me countless hours. Without them, I probably wouldn’t have spent the time to set everything up.” – Hunter Palmer
🔹 Automated Lead Nurturing – Every new lead is followed up with automatically
🔹 Pre-Written Emails & Texts – Fully customized for their income protection niche
🔹 Custom Branding – Every email, landing page, and text message matches their brand
🔹 Client Engagement Sequences – Personalized follow-ups ensure no lead is lost
By leveraging Branning Bundles, Niche Masters agents could instantly access a fully built-out income protection workflow, eliminating the stress of manual follow-ups and lead management.
2️⃣ Automating Lead Follow-Up & Appointment Booking
One of the biggest challenges insurance agents face is staying on top of follow-ups. With Agent CRM, Hunter and Emily built a fully automated system that ensures no lead is left behind.
“Every email and text message inside our follow-up sequence is designed to do one thing—get people on our calendar.” – Alex Branning
Their automation system includes:
📌 Instant Text & Email Follow-Ups – New leads are contacted immediately
📌 Automated Reminders – Reducing no-shows and keeping appointments booked
📌 Custom Pipelines & Workflows – Tracking where every lead is in the sales process
For busy agents, this level of automation means more time selling and less time chasing leads manually.
3️⃣ The Power of Customization: Tailoring Agent CRM to Their Niche
Niche Masters is laser-focused on serving truck drivers—and their CRM needed to reflect that.
With Agent CRM’s Account Customizer, Hunter and Emily could:
🔹 Instantly brand all assets with their logo, name, and contact info
🔹 Modify email copy to fit the specific pain points of truck drivers
🔹 Set up automation sequences that reflect the buying journey of their niche
“Alex understands our niche. This isn’t a cookie-cutter system—it’s built for what we do. We’re working together to keep refining it, which means it’s only going to get better.” – Emily Palmer
With this level of personalization, every agent in Niche Masters now has access to a CRM that works for them right out of the box.
Why Hunter & Emily Recommend Agent CRM to Every Insurance Agent
For Hunter and Emily, Agent CRM isn’t just software—it’s a core part of their business strategy.
What They Love About Agent CRM:
✅ It’s built for insurance agents – Unlike generic CRMs, every feature is designed for agents
✅ Automation does the heavy lifting – Follow-ups, appointment reminders, and lead nurturing happen without manual effort
✅ It’s constantly improving – New features, optimizations, and add-ons make the system more powerful over time
✅ Exceptional support – Live Zoom support, training calls, and direct access to the Agent CRM team
“If you’re an insurance agent and you’re NOT using Agent CRM, you’re throwing money in the trash. This system is designed to make you more money while saving you time. It’s a no-brainer.” – Hunter Palmer
🚀 Want the Same Success? Get Access to Hunter & Emily’s Favorite CRM
👉 Sign up through Hunter & Emily’s link here: Agent CRM Free Trial
🚀 Don’t wait—get started today and watch your insurance business grow!
