Agent CRM partners with XCEL Solutions to give insurance agency owners 50% off pre-licensing education plus done-for-you recruitment automation in one complete system.
Branning Bundle
10 Articles
Want your CABoom leads to automatically land in Agent CRM, fully tagged and followed up with? This step-by-step guide walks you through the exact integration process so your leads never fall through the cracks.
A practical, step-by-step onboarding guide for insurance agents: learn how to set up Agent CRM, import Branning Bundles, train AgentAI, and go live fast
Your nurture campaigns are more than just a series of emails and texts—they’re your ongoing conversation with every lead and client.
Imagine logging into your CRM and having everything already built—campaigns, workflows, pipelines, automations—tailored specifically for your insurance niche. That’s exactly what you get with Branning Bundles inside Agent CRM.
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.
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.