You're Invited
See Agent CRM In Action — Live With Alex Branning
Join Alex for a live walkthrough of Agent CRM on September 4th and see how insurance agents are using one platform to follow up with leads, automate their marketing, book appointments, stay in touch with clients, and grow their business.
Friday, September 4, 2026
2:00 PM Eastern • 11:00 AM Pacific
Live Online Demo + Q&A
Alex is going to open Agent CRM and show you the system live. You'll see the tools, automations, marketing assets and support available to Agent CRM users—and you'll be able to ask Alex your questions live before the call ends.
- See the Agent CRM platform live
- Discover what's already built for insurance agents
- Ask Alex your questions during live Q&A
Live demo starts in
Save Your Seat for the Live Demo
Register below and we'll send you the details for the September 4th live demonstration.
The agenda
What You'll See During the Live Demo
This won't be a slide presentation about what Agent CRM might be able to do. Alex is going inside the platform and showing you how it actually works.
The Agent CRM Platform
See how leads, conversations, appointments, opportunities, marketing and follow-up can live inside one system.
Automations Built for Insurance Agents
See how Agent CRM follows up through email and SMS, nurtures prospects, handles appointments and keeps opportunities from slipping through the cracks.
Branning Bundles
Alex will show pre-built marketing and sales systems created specifically for insurance agents, including websites, funnels, workflows, pipelines, campaign content and more.
Support + Live Q&A
See the support resources available to Agent CRM users and bring your own questions. Alex will leave time at the end to answer questions live.
Alex Branning
Founder, Agent CRM
Your host
Meet Your Host: Alex Branning
Alex Branning is the founder of Agent CRM and has spent years helping insurance agents improve their marketing, follow-up and automation. Agent CRM was originally created because Alex needed a better way to put the marketing systems his insurance clients needed under one roof.
On this live demo, Alex isn't handing you off to a salesperson. He's personally opening the platform, showing you what his team has built, and answering your questions.
Bring your questions. Alex is leaving time for live Q&A.
Purpose-built
Agent CRM Was Built for Insurance Agents
You shouldn't have to start with an empty CRM and spend months figuring out what to build.
Agent CRM combines the sales and marketing technology insurance agents need with pre-built systems designed around the actual customer journey of an insurance prospect and client.
- 1Generate Leads
- 2Follow Up
- 3Book Appointments
- 4Make the Sale
- 5Ask for Referrals
- 6Cross-Sell
- 7Stay in Touch
- 8Renew
Instead of piecing together separate tools and remembering every follow-up yourself, Agent CRM gives you a system designed to keep the process moving.
Branning Bundles
Don't Start From Scratch. Start With a Branning Bundle.
Branning Bundles are pre-built marketing and sales systems created specifically for insurance agents. Instead of giving you an empty CRM, Agent CRM gives you ready-to-activate assets for the products you sell.
A bundle can include:
- Agent-branded website
- Landing pages and funnels
- New lead follow-up
- Long-term lead nurturing
- Email campaigns
- SMS campaigns
- Appointment automations
- Pipelines
- Tags and organization
- Referral campaigns
- Cross-sell campaigns
- Client retention campaigns
- Renewal reminders
- Sales-process support
- Call scripts
- AI rules where applicable
Built for what you sell:
- Medicare
- ACA / Health Insurance
- Life Insurance
- Final Expense
- Annuities
- IUL
- Property & Casualty
- Home Insurance
- Auto Insurance
- Cross-Sell Campaigns
- Agent / Agency Recruiting
The goal is simple: give you a proven starting point so you can spend more time selling and less time building software.
Inside the platform
More Than a CRM
Agent CRM brings the tools you need to market, follow up, communicate and grow into one platform.
AgentAI
AI-powered assistant for lead engagement, answering questions based on your business info, follow-up, and moving leads toward appointments.
Pre-Built Automations
Workflows for new leads, nurturing, referrals, cross-selling, appointments, renewals and more.
Speed-to-Lead
Immediate communication the moment new leads arrive.
Complete Phone System
Call and text customers, manage conversations, and use dialing tools.
Funnel Library + Builder
Landing pages and funnels with pre-built assets ready to activate.
Email Marketing
Campaigns, templates, segmentation and engagement tracking.
Integrations
Lead vendors, marketing platforms, social channels, Zapier and related connections.
Contact Organization
Tags, custom fields, Smart Lists, pipelines and filters.
Reputation Management
Systems for gathering reviews and staying connected to satisfied clients.
Social Media Marketing
Create, organize and schedule social content.
Appointment Management
Booking, confirmations, reminders, and no-show or rescheduling workflows.
Lead Reactivation
Revive old leads and dormant contacts already in your database.
Cross-Sell + Referral Campaigns
Keep marketing after the first sale to create more opportunities.
Support
You Don't Have to Figure It Out Alone
Powerful software isn't very useful if you don't know how to use it.
Agent CRM has intentionally built support and training around the platform so agents can get help implementing the system—not just receive login credentials and a library of help articles.
“We don't just want to give you software. We want to help you actually use it.”
The difference
Put More of Your Follow-Up on Autopilot
Without a System
- Leads sit too long before receiving a response
- Follow-up depends on you remembering
- Old leads disappear into spreadsheets
- Clients don't hear from you after the sale
- Referral opportunities get missed
- Cross-sell opportunities get forgotten
- Marketing gets put off because you're busy selling
With Agent CRM
- New leads enter automated follow-up
- Prospects receive consistent communication
- Appointments receive reminders
- Old leads can be reactivated
- Clients stay connected to your agency
- Referral campaigns run automatically
- Cross-sell campaigns create additional opportunities
Agent voices
Built for Insurance Agents. Used by Insurance Agents.
“With the increase of referrals from your 'Thank You for Business campaign,' I have paid for your software for the next two years — THANK YOU!”
“I've been using Agent CRM for almost 3 years now. It's the best for everything. Communication, marketing, automation... you name it.”
“I'm so excited about Agent CRM! My husband and I are pretty low tech. I can't believe how much we were missing out on!”
The Best Way to Understand Agent CRM Is to See It.
Join Alex Branning live on September 4th. He'll show you the platform, walk through what Agent CRM users receive, explain the support available to you, and answer your questions before the call ends.
Friday, September 4, 2026
2:00 PM Eastern • 11:00 AM Pacific
Free to attend • Live online • Q&A included
Live demo starts in
Questions
Frequently Asked Questions
You're Invited.
Come see exactly what we've built for insurance agents.
September 4 • 2 PM Eastern / 11 AM Pacific