If you’re an insurance agent looking to grow your book of business, then you already know this truth: Having a CRM isn’t enough. The right insurance CRM setup is the difference between a tool that collects dust and one that helps you close deals on autopilot.

At Agent CRM, we’ve heard this pain point loud and clear. Agents don’t want to spend hours figuring out tech, writing emails, building follow-up campaigns, or stitching together dozens of different tools just to talk to leads.

That’s exactly why we created Branning Bundles — the industry’s standard for pre-built marketing and automation campaigns tailored specifically for insurance agents.

Why Your Insurance CRM Setup Should Include Pre-Built Marketing Assets

Let’s face it — most CRMs are empty when you log in.

You’re expected to build:

❌ Campaigns

❌ Workflows

❌ Landing pages

❌ Emails

❌ Funnels

❌ Text message follow-ups

❌ Tagging systems

❌ Automations

…all while trying to sell policies, recruit agents, and keep clients happy. That’s just not sustainable.

That’s why we took a different approach.

Instead of making you start from scratch, we give you everything you need — already built out, already customized, and ready to launch in just a few clicks.

Introducing Branning Bundles: The “Plug-and-Play” Insurance CRM Setup

Branning Bundles are end-to-end campaign systems that cover the entire customer journey. Each Bundle includes:

✅ Product-specific landing pages

✅ Complete automation workflows

✅ Email and text templates

✅ Smart contact tagging

✅ Booking pages

✅ Onboarding sequences

✅ Cross-sell and referral automations

✅ Renewal reminders

✅ Calendar integration

✅ Lead nurture campaigns

✅ AI bot integrations (optional)

And best of all? They’re included with your Agent CRM account.

We built these Bundles with the goal of getting agents up and running fast — what we call speed to value. No blank canvas. No guesswork. Just powerful automations and marketing assets ready to launch.

Here’s What’s Included in Each Branning Bundle

Each Bundle is organized by a series of strategic automation stages:

🟣 2.0 New Lead Campaign – Converts cold leads with high-converting emails/texts

🔵 2.5 Lead Nurture Sequence – Keeps ghosted leads warm with value-driven content

🟡 3.0 Appointment Reminder – Reduces no-shows with timely email/SMS reminders

🟠 4.0 Appointment Follow-Up – Reschedules or closes after the meeting

🟢 4.0 Sale Made – Sends thank-you notes, onboarding steps, and upsell messages

⚫ 5.0 Referral Request – Automatically asks happy clients for referrals

⚫ 6.0 Cross-Sell Campaign – Promotes additional products to current clients

⚫ 7.0 Renewal Campaign – Long-term automations to remind about renewals

Each step is pre-written, fully customizable, and built using real agent feedback to match how insurance agents work in the real world.

Current Branning Bundles Available in Agent CRM

We’ve built fully complete Branning Bundles for the following insurance products:

Each of these comes with their own set of customized landing pages, emails, text messages, and workflows tailored to that product line.

Want to cross-sell from Life Insurance to Annuities? Want to turn ACA leads into long-term Medicare clients? There’s a Branning Bundle for that — and it’s already done for you.

How to Access Branning Bundles in Agent CRM

Accessing the Bundles is easy.

Inside your Agent CRM account:

  • Go to the Click & Play library

  • Choose your product line (Life, Medicare, ACA, etc.)

  • Select the Branning Bundle you want

  • Click “Import” to drop the entire setup into your account

It’s that simple.

Once imported, you can edit and tweak anything — but most agents go live with the default content and see great results from day one.

Built for Insurance Agents, By Insurance Experts

We didn’t guess when we built these.

We worked with real top-producing agents like Luis Moreno and Cody Askins to craft Branning Bundles that reflect the actual sales process that works in today’s market.

You get the follow-up language they use. The hooks they write. The timing they prefer. And now, you can deploy those same systems with just a few clicks.

Final Thoughts: Insurance CRM Setup That Gets Results

You shouldn’t have to be a tech expert to succeed in insurance.

With Agent CRM and Branning Bundles, your insurance CRM setup comes pre-loaded with everything you need to grow — including landing pages, follow-up campaigns, cross-sells, referral asks, and onboarding automations.

We built it all. You just plug it in.

If you’re ready to stop tinkering and start closing, start your free 14-day trial of Agent CRM today — and see how much easier your life becomes when your CRM setup is already done.

 


Software

Tagged in:

, , , , , , , , ,