If you’re an Allstate agent, you know the value of a trusted brand, solid systems, and loyal clients. But when it comes to marketing—generating new leads, following up automatically, and keeping your name in front of prospects—many agents find themselves juggling sticky notes, spreadsheets, and DIY tools.
That’s where Agent CRM comes in.
Agent CRM isn’t here to replace your existing system. In fact, we work with many Allstate agents who continue to use their company-provided CRM while adding Agent CRM as their dedicated marketing engine.
Built for Captive Agents, Including Allstate
In the words of Agent CRM founder, Alex Branning:
“Captive agents use and love Agent CRM. We work with a lot of agents from Allstate, Farmers, and other major carriers. What they love is how easy it is to revive cold leads, generate new ones with our ad templates, and automate follow-up so nothing slips through the cracks.”
What Allstate Agents Are Using Agent CRM For
Allstate agents are using Agent CRM as their marketing sidekick—and seeing amazing results. Here’s what they’re doing:
📞 Automated Follow-Up
Convert more leads into appointments with pre-built email, text, and voicemail sequences.
📈 Lead Generation
Launch ads on Facebook or Instagram using templates designed for auto, life, home, and more.
🔁 Cross-Sell Campaigns
Use built-in campaigns to promote additional policies to existing clients—like life insurance to your auto book.
📆 Appointment Reminders
Reduce no-shows and wasted time with automatic confirmations and reminders.
🎯 AI-Powered Conversations
Route inbound leads through our customizable AI assistant to book more appointments—without needing to be glued to your phone.
Seamless Setup, No Disruption
You don’t need to move all your data or overhaul your systems. Most agents just import the contacts they want to market to, or connect their lead forms directly to Agent CRM.
We even offer help during your free trial to make sure you’re set up and running quickly. And since Agent CRM is fully customizable, you can tailor every campaign to fit your product focus and client style.
Don’t Take Our Word for It
Here’s what real agents have said:
“Agent CRM revived my book of business. I had leads from a few years back that I never had time to follow up with—Agent CRM got them booking appointments!” — Courtney K.
“The automations are so smooth. I’m not super techy, but this system made it simple. Plus, the support is top-tier.” — Sarah C.
“I use the company CRM to manage my policies, but Agent CRM is where my marketing lives. It just works.” — Shaun F.
Ready to See It for Yourself?
If you’re an Allstate agent looking to:
✅ Generate more leads
✅ Automate your follow-up
✅ Stay top-of-mind with prospects
✅ Make cross-selling easier
…Agent CRM can help.
🎯 Start your free trial now at www.agent-crm.com
📞 Or schedule a call at consult.agent-crm.com
Agent CRM is here to enhance what you’re already doing—helping you market smarter, follow up faster, and grow stronger.
