Sarah Copeland and her husband are both licensed insurance agents specializing in life, health, and Medicare. Like many agents entering the digital side of their business, they weren’t exactly “tech-savvy.” They needed a Medicare CRM, but felt overwhelmed trying to figure out what to use.
But Sarah’s story is now one of confidence, simplicity, and success—all thanks to Agent CRM.
“There has never been a more simple CRM to use than Agent CRM. When I say simple, I mean for people that aren’t high-tech, that don’t know how to do all these build-outs.”
Let’s walk through what made Agent CRM the perfect Medicare CRM for Sarah—and why it might be the right fit for you, too.
🧠 No Tech Skills? No Problem.
If you’ve ever opened up a CRM and immediately felt overwhelmed, Sarah gets it.
She didn’t want to learn how to code workflows or build campaigns from scratch.
Agent CRM changed everything.
“Agent CRM has everything in it. Email campaigns, texting, automations… and it’s already done!”
With our Branning Bundles—including pre-built automations for Medicare follow-up, appointment reminders, and review requests—you can launch like a pro in minutes, not months.
📅 Built to Book Appointments (Without the Guesswork)
Sarah was crystal clear about her goal:
“Everything is built to keep pushing the customer to book an appointment—because that’s where we want to get.”
Agent CRM includes:
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Medicare lead nurture sequences
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Cross-sell campaigns (Dental, Vision, Final Expense)
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Calendar integrations and automatic reminders
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Smart follow-up via text, email, and voicemail drops
It’s all designed to help you stay top-of-mind and fill your calendar—without lifting a finger.
🤝 Medicare CRM Support That Never Sleeps
What if you do get stuck?
“Anytime we’ve had trouble, there’s someone we can get help from—24 hours a day.”
Sarah uses:
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Live Chat Support
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Daily Zoom Calls with real experts
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An active Facebook Group for brainstorming and problem-solving
Unlike other platforms, Agent CRM isn’t just a software product—it’s a community of agents who support each other, share strategies, and grow together.
❤️ A Team That Actually Cares
One of the most powerful parts of Sarah’s testimonial was her appreciation for our founder, Alex Branning:
“I don’t think anybody pours more of their heart into their work than Alex. He cares about us and our businesses.”
We’re proud to be the Medicare CRM that doesn’t just focus on features—we focus on people.
And we’re here to walk with you, every step of the way.
✅ You’re Not Alone: More Agents Like Sarah Are Choosing Agent CRM for Medicare CRM
Sarah’s story isn’t the only one.
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David Matos, a 17-year insurance veteran, called Agent CRM “his first real CRM home.”
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Courtney Kegresse tried every CRM on the market and said Agent CRM was “the only one that actually helped me close business.”
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Fred Spagat praised the 24/7 support, AI tools, and prebuilt campaigns that made his team faster and more consistent.
You’re not just buying a tool. You’re joining a system built to help agents like you grow.
🚀 Ready to Experience the Medicare CRM Built to Help with Sales and Marketing?
If you’ve been waiting for a CRM that’s:
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✅ Easy to use
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✅ Built with Medicare in mind
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✅ Fully supported with training and community
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✅ Designed to help you get more appointments…
Then you’re ready for Agent CRM.
👉 Start your free 14-day trial now at www.agent-crm.com
No tech skills needed. Just real results—like Sarah’s.
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