We will help you to
Sell more insurance on auto pilot
We integrate our CRM software with your sales channels to streamline leads, nurture prospects, and drive conversions
How We Serve
We Deliver the Best CRM Solutions
Boost Retention & Referrals
Your CRM will automatically message your existing clients throughout the year providing touch points, information, & automated referrals
AI Appointment Booking
Let AI work for you to schedule sales appointments straight to your calendar
Automated Workflows
Intelligent CRM workflows that automate speed-to-lead, tasks & nurture meaningful customer relationships.
Lead Management
Capturing, organizing, and scheduling leads to ensure timely follow‑up and higher conversion rates.
Custom Strategies
Tailored communication plans to match your brand’s unique goals and amazing audience.
Seasonal Campaigns
Leveraging seasonal trends to boost visibility and with amazing audience engagement.
Event Promotion
Creating impactful PR campaigns that elevate your events and amazing brand image.
How We Serve
All the tools you need
to grow in one place
All the tools you need to grow in one place
Unified Messaging
Contact Management
Workflow Automation
Analytics & Reporting
referral generation
ai appointment setter
Campaigns for life & health insurance
pre-built sales pipelines
top-tier customer support
AI Appointment Booking
Automate Your Appointment Setting
Effortlessly book appointments and follow up with prospects using AI-powered scheduling and pre-built campaigns. From first contact to confirmed meeting, everything runs automatically so leads never slip through the cracks.
With intelligent conversations, automated reminders, and proven outreach sequences, your calendar stays full—with minimal texting, calling, or chasing.
Efficient Communication
Streamline Customer and Client Interactions
Seamless communication is vital for business success. Our CRM centralizes conversations, automates follow‑ups, and ensures prompt responses across all channels—helping you foster stronger relationships and elevate customer satisfaction.
Stay connected in real time, nurture client relationships, and simplify outreach with our intuitive communication tools. Enhance every interaction with smart automation and personalized messaging that drives results.
Smart Retention & Referral Automation
Effortless Client Retention & Referral Growth
Automatically nurture clients after the sale with smart retention campaigns designed to build loyalty and drive referrals. From post-appointment follow-ups to long-term check-ins, everything runs from one dashboard—without manual work.
Our system delivers timely messages, referral prompts, and value-based touchpoints that keep clients engaged, increase lifetime value, and turn happy customers into consistent referral sources—all through intelligent automation.
Client Journey Tracking
Map, Monitor And Maximize Every Customer Touchpoint
Understand every step your customer takes with advanced journey tracking tools. From first interaction to final conversion, our CRM lets you visualize the complete path—so you can optimize engagement, reduce drop-offs, drive smarter decisions, and create personalized experiences that boost retention.
Leverage real-time insights, identify bottlenecks, and personalize experiences that turn leads into loyal customers. Track performance metrics across the funnel to continuously refine your strategy and maximize conversions.
Lead Nurturing Automation
Turn Cold Leads Into Loyal Customers
Our CRM automates lead nurturing with personalized text and email sequences and timely follow-ups. Engage prospects at the right moment with relevant content that builds interest and trust—without manual effort.
From initial sign-up to final sale, you’ll deliver meaningful interactions that move leads through the funnel faster and more efficiently, ensuring higher conversion rates and long-term customer loyalty.
Sales Pipeline Management
Streamline Your Sales Process for Maximum Efficiency
Our CRM system helps you track, manage, and optimize every stage of your sales pipeline. With automated task assignments, real-time updates, and clear visibility into your prospects' journey, you can focus on what matters—closing deals faster.
Gain insights into your sales performance, identify bottlenecks, and ensure no opportunity slips through.
Built To Help Insurance Agents Sell And Stay Organized
Centralized Dashboard
View leads, clients, conversations, and campaigns in one organized place—so nothing slips through the cracks.
Automated Workflows
Automate tasks to reduce manual effort, improve workflow efficiency, and ensure timely follow-ups.
Leverage AI
Let AI help you to boost conversions, retention, and much more.
Built By Agents. Trusted By Agents.
Agent CRM isn’t generic software. It was built by a team that works with life and health insurance agents every day. We know the follow-ups you forget, the leads you overpay for, and the systems that slow you down.
That’s why Agent CRM is simple, automated, and designed to help you sell more policies while working less.
Review Tracking
Monitor All Your Reviews in one Place
Track and manage customer reviews across multiple platforms from a single dashboard. Stay on top of your online reputation and respond promptly to build trust and credibility. Leverage real-time insights to continuously improve your customer satisfaction and brand perception.
Centralize all your reviews, gain insights, and improve your brand’s online presence. Monitor trends, identify opportunities, and engage directly with customers to enhance their experience.
Centralized Feedback
Monitor All Your Reviews in one Place
Effortlessly manage and track customer reviews across platforms from a centralized dashboard. Gain insights into sentiment, monitor trends, and improve your online reputation. Respond promptly to feedback, boost loyalty, and strengthen trust with every interaction.
Easily manage and track customer reviews from multiple platforms in a single, centralized dashboard. Gain valuable insights into customer sentiment, monitor trends, and stay on top of your online reputation.
Save Time And Manage Your all projects easily
Frequently Asked Questions
Are there additional charges for usage?
While the monthly subscription fee remains fixed, there are usage costs.
Here are basic usage costs:
SMS Messages: .0095/segment (typical segment is 160 characters)
-$10 will give you about 1055 segments-
Outbound Calls: .0168/min
-Approx. $0.50 for a 30-minute call-
Inbound Calls: .010/min
-Approx. $0.30 for a 30-minute call-
Emails: .0025/email
-$10 will give you about 4,000 emails-
Note that these are average costs. Adding additional content like images or emojis to SMS message will increase costs.
Is my account set up for me?
Yes. When you sign up you'll gain access to an onboarding course. After the course, we will schedule a Zoom consultation to make sure everything is set up the way you need.
What is the cancellation policy?
Yes, you can cancel anytime. See our Terms & Conditions for our full cancelation and refund policy.
How do I receive support?
We have an excellent support team that can be reached by submitting a support team within the system or by jumping on a live support call during the week.
Do you have automations built for health and life insurance?
Yes, we have everything built for health and life insurance sales.
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