The General Insurance Snapshot gives Agent CRM users a flexible system for commercial insurance, hospital indemnity, and niche products without a dedicated bundle.
branning bundles
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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.
Custom fields help you track the details that matter—policy info, carrier, IDs, and more—so your follow-up can be organized, automated, and personal.
Not sure why a contact got a text? Workflow tracking shows exactly what automations they’re enrolled in, where messages come from, and how to fix it.
Smart Lists are dynamic contact folders that automatically organize leads and clients using filters—so you can call the right people and avoid contact chaos.
Learn how to create your VCF contact card, attach it to workflows, and send it automatically to new leads inside Agent CRM.
Email + text campaigns inside Agent CRM increase leads, boost show rates, and help you scale—here’s how to review, personalize, and launch them today.