The All-in-One CRM Built for Insurance Agents
Leads, texting, calling, email, funnels, calendar, and AI follow-up in one place. Pre-built for your line of insurance, so you start with a working system, not a blank screen.
- No money due today
- A2P registration fees covered
- Free support included
- $50.00 in phone credits
After your 14-day trial, Agent CRM is $97/month. Carrier fees for texting and calling apply.
$50.00 in phone credits included
Start connecting with your leads—with phone credits included in your free trial.
10,000+
agents since 2020
1,300+
insurance agencies
All lines
of insurance
English and Spanish
assets
One login. One place. Everything works together.
Most agents are juggling a lead list, a dialer, an email tool, a calendar link, a funnel builder, and a spreadsheet. Follow-up slips. Leads go cold. Evenings disappear.
- Lead list
- Dialer
- Email tool
- Calendar link
- Funnel builder
- Spreadsheet
Agent CRM
- Lead list
- Dialer
- Email tool
- Calendar link
- Funnel builder
- Spreadsheet
Agent CRM puts it all in one system and builds the follow-up for you.
Everything an insurance agent needs, already inside
AgentAI
Qualifies leads, answers common questions, and follows up for you by email, text, and social messages. Free for all users.
Pre-built automations
Your whole customer journey is mapped out, from new lead to renewal.
Calendar
A built-in booking tool that keeps appointments, leads, and notes in one place.
Phone system
Call and text from one number with a power dialer. We help you with A2P verification.
Mobile app included
Calling, calendars, contacts, and everything you need to run your business from wherever you are.
Funnels
A library of conversion funnels plus a builder to make your own.
Email marketing
Campaigns come preloaded, ready to send.
Smart lists
Sort and filter your contacts so the right message reaches the right person.
Reputation management
Ask for reviews and handle feedback in one place.
Social media
Insurance-focused content packs and AI posts written in your voice.
Integrations
Connect other CRMs, lead vendors, and Zapier.
Customization
Edit anything that comes pre-built, or build from scratch.
Real support
Chat, phone, a Facebook group, and weekly Zoom calls.
Pick your line of insurance. We've already built it.
Branning Bundles are ready-to-go marketing and follow-up systems for your line of business. They are included at no extra cost.
- Medicare
- Life Insurance
- IULs
- Infinite Banking
- Group Benefits
- P&C (Home, Auto, Cross-Sells)
- Health Insurance
- Annuities
- Final Expense
- And more
What comes in a Bundle
- Mobile-friendly website
- New-lead email and text sequences
- Long-term nurture campaigns
- Cross-sell and follow-up campaigns
- Renewal reminders
- Appointment notifications
- Consistent branding
- English and Spanish assets
No new builds required. Turn it on and make it yours.
Get more leads. Get more answers. Keep more clients.
Marketing help
Targeted campaigns with English and Spanish assets for the major insurance products, ready to use.
More people picking up
Contact Card workflows help prospects recognize your number and answer your calls. Long-term nurture campaigns keep you in front of the ones who aren't ready yet.
More from the clients you already have
Cross-sell and renewal reminders, plus Smart Referral Request workflows that make asking for referrals easy.
Meet AgentAI, your follow-up assistant
Leads don't wait. AgentAI answers questions, qualifies leads, and follows up by email, text, and social messages, so you can spend your time with people who are ready to talk.
- Answers common questions
- Qualifies new leads
- Follows up automatically
- Free for all Agent CRM users
AgentAI
Replies in seconds
Hi, I'm turning 65 in March. Can someone help me with Medicare?
Happy to help! I can set up a quick call with an agent. Does Thursday at 2:30 work?
Agents who got set up and got going
“I am going from spending 16 hours a week in my office calling all of these leads to now having that time back to run more appointments.”
“I just closed my first sale from the FB Ad Kit and the leads keep coming”
“I started working with a brand new platform that I didn’t know anything about, and she has really revolutionized my business. She’s given me an opportunity to work directly with somebody — it’s almost like having a person on my team.”
“Just had an awesome call with Ubaid with getting the CRM set up! Nothing but positive things to say about him. He was super kind and just really understanding of any questions I had. Agent CRM definitely is the right path for agents like me getting started! It can be SUPER overwhelming sometimes, and he made the process so simple! So thank you!”
“I’m only a couple of months into this new insurance journey, and to be honest, it felt overwhelming at first. But having Agent CRM and Ubaid in my corner has been a total game-changer.”
“OB’s an absolute rockstar — seriously can’t tell you how much I appreciate everything he’s done. He turned what was an insanely stressful, anxiety-filled mess into something I can actually breathe through.”
“Your support team has been amazing! I'm pretty low tech and they have been nothing but patient, helpful and kind.”
Individual results vary.
Real people, when you need them
Switching systems can feel like a lot. You won't do it alone.
Onboarding call with your assigned consultant
Phone, Zoom, and live chat support
A Facebook group and weekly Zoom calls
Help getting A2P registered so your texts can go out
Growing a team? Agent CRM grows with you.
Book an Agency Demo- Round-robin lead distribution for your downline
- AgentAI for email, text, and social inquiries
- A three-line power dialer for call centers
- Free assistant seats
- Clone what works and share it with your downline
- Recruiting automations
Start free. Know exactly what happens next.
Day 1
Get instant access to the software and six marketing courses. Meet your consultant on your onboarding call.
Days 2 to 13
Turn on your Bundle, set up your texting, and launch your first follow-up with support by your side.
Day 13
We email you a reminder that your trial is ending, so there are no surprises.
Day 14
Your trial ends and your $97/month plan begins on the card you entered at signup.
No money due today. A2P registration fees are covered by Agent CRM during your trial. Carrier fees for texting and calling apply.
Simple pricing. Room to grow.
HIPAA compliant on every plan
Basic
$97/month
Everything you need to get started.
- Pre-built automations and Branning Bundles
- Calendar, power dialer, and texting
- Funnels, email marketing, and templates
- AgentAI
- Training and free support
Pro
$297/month
Add a team to work beside you.
- Everything in Basic
- Unlimited 1-on-1 help
- Meta and Google ad launchers
- Ad reviews and ad help
- Live coaching calls
- A new Pro Growth Kit every month
Agencies and teams: see the agency demo
See the Agency DemoCarrier fees for texting and calling apply. Ad spend is paid directly to the ad platform.
HIPAA compliant. Every plan.
Get your Business Associate Agreement (BAA) yourself, with instant access. No waiting on support. No extra steps to request it.
Questions agents ask
Is Agent CRM HIPAA compliant?
Yes. All Agent CRM plans are HIPAA compliant. Your Business Associate Agreement (BAA) is self-serve with instant access—no support request needed.
Get Your BAAIs Agent CRM only for insurance agents?
Yes. Everything inside, from the pre-built campaigns to the examples, is made for insurance agents, brokers, and agencies.
What are Branning Bundles?
Ready-to-go marketing and follow-up systems for your line of insurance, like Medicare, Life, IULs, Infinite Banking, Group Benefits, P&C, Health, Annuities, and Final Expense. They are included at no extra cost.
Do I need a credit card to start?
Yes, you enter a card at signup. No money is due today. Your $97/month plan begins on Day 14, and we email you a reminder on Day 13.
What are A2P fees?
A2P registration is required to send business text messages. During your trial, Agent CRM covers the registration fees and deposits funds into your account for your first batch of texts. Carrier fees for texting and calling apply after that.
Will it work with the tools and lead sources I already use?
Agent CRM connects with other CRMs, lead vendors, and Zapier.
I'm not very techy. Can I do this?
Yes. You'll have an onboarding call with a consultant, plus phone, Zoom, and live chat support. Many agents start with a pre-built Bundle and make small changes as they go.
Is there a plan for my whole agency?
Yes. Agency plans include round-robin lead distribution, a three-line power dialer, free assistant seats, and tools to share what works with your downline. Book an agency demo to see them.
Who is responsible for compliance?
You are. Agent CRM gives you tools and pre-built content, and you review everything to make sure it follows your carrier and state rules.