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The Next-Gen CRM Built for Insurance Agents

  • Anderson
  • Aug 29
  • 2 min read


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What Makes Agent CRM Stand Out?


All-in-One Platform Made for Insurance ProsWith Agent CRM, you get a unified system that covers everything—from AI tools and funnels to task management and power dialing—all for one simple price. agent-crm.comagent-crm.com


  • AI features to automate lead follow-ups, stay compliant, and boost conversions


  • Drag‑and‑drop funnel builder and “Branning Bundles” for quick, niche-specific setups


  • Built‑in power dialer with A2P-messaging and a complete phone system

  • Integrated email & SMS campaigns, automations, and built-in appointment reminders



Priced for Solo Agents & Growing TeamsJust $97/month per account, with no extra charge for adding team members. A smart investment for the toolkit you get. Agent CRM Blogagent-crm.com


Core Features at a Glance

Feature

Why It Matters

Lead Capture & Automation

Seamlessly gather leads from multiple channels and nurture them with automated sequences. Agent CRM Blog+1

Contact & Pipeline Management

Organize leads with tags, smart lists, and a visual pipeline you can manage with drag & drop. Agent CRM Blogagent-crm.com

Email & SMS Marketing Built-In

Launch segmented drip campaigns with built-in templates and automation. Agent CRM Blog+1

Built-in Calling & Dialer

Execute faster outreach with integrated power dialer and SMS features. Agent CRM Blogagent-crm.com

Pre-Built Marketing Assets

Use Branning Bundles for vertical-specific assets like websites, funnels, email flows, and Spanish-language versions included. agent-crm.comAgent CRM Blog

Mobile & Real-Time Availability

Manage calls, texts, emails, and your pipeline from any device—plus instant notifications. agent-crm.com

Automation Magic

Drag a lead to a stage, and the automations kick off: follow-ups, reminders, cross-sells—done for you. agent-crm.com

Data & Reporting

Monitor performance, segment contacts, and customize dashboards to scale your business. Agent CRM Blog+1

Don’t Just Take Our Word For It


  • “The CRM is a breeze and saves tons of time…” – Daron, Agent CRM Blog Agent CRM Blog


  • “Agent CRM allows you to be everywhere for your clients…” – Arturo Johnson Agent CRM Blog


  • “My husband and I are pretty low‑tech… I can’t believe how much we were missing out on!” – Sarah Copeland agent-crm.com+1


Ready to Transform Your Insurance Business?

Agent CRM isn’t another tool—it’s THE toolkit. Packed with AI, marketing automation, pre-built assets, mobile power, and unbeatable support, it transforms how you manage clients and close deals.


Experience it yourself:Start your 14-day free trial now at: https://www.agent-crm.com/?fpr=mubashar-abbas13

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