Branning Bundles are done-for-you campaign kits inside Agent CRM: funnels, pipelines, workflows and follow-up for your line of insurance. No new builds needed.
branning bundles
39 Articles
Radiusbob is no longer sold to new customers. Here is what happened, your options, and a simple $97/month alternative with the marketing already built in.
CMS wants ACA agents to record consumer calls. Get ready with this simple 12-point compliance checklist for recorded calls, clean records and honest messaging.
Insurance intake forms are now in the Medicare and Health Insurance Branning Bundles. See what they ask and how to send one to a lead in 4 steps.
Never used a CRM before? Agent CRM walks you through every step—from account setup to your first automated follow-up—with unlimited live support included.
The General Insurance Snapshot gives Agent CRM users a flexible system for commercial insurance, hospital indemnity, and niche products without a dedicated bundle.
The new General Insurance Branning Bundle is live in the Click & Play Library—built for agents who sell multiple products and need a flexible starting point.
Agent CRM workflows let you trigger targeted email/SMS campaigns fast—either by tag or drip automation—so you can “cast a net” and uncover wins in your list.