If you’ve ever lost a lead because you forgot to follow up—or didn’t know where they stood in your process—you’re not alone. That’s why pipelines are your secret weapon inside Agent CRM.
Pipelines give you a visual dashboard of every lead’s journey, showing you exactly where they are, what’s next, and which message is going out—without you lifting a finger.
Branning Bundle
6 Articles
If you’re new to Agent CRM, you don’t need to build a drip campaign from scratch. The 2.5 🔵 Lead Nurture workflow is already installed inside your Branning Bundle, turning cold leads into clients with consistent, automated follow-up.
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.
Facebook leads can be a goldmine for annuity sales, but only if you have a solid follow-up system in place. Agent CRM’s Branning Bundle for Annuities makes it effortless to connect with these leads, nurture their interest, and turn them into loyal clients. Follow these…
The new Annuities Branning Bundle inside Agent CRM offers a complete, automated solution for generating leads, nurturing prospects, and closing more sales.
At Agent CRM, we understand that growing a Medicare business takes time, energy, and focus. That’s why we’ve created the Branning Bundle specifically for Medicare agents. This bundle is a complete solution that combines automations, workflows, and marketing campaigns, helping you streamline your work and…