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Agent CRM

AI-powered, all-in-one sales and marketing platform built specifically for insurance agents and their teams.

Distribution & Sales Growth Bootstrapped
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Overview

Agent CRM is an AI-powered customer relationship management and marketing automation platform built specifically for insurance agents. Created by Alex Branning and The Branning Group, the platform combines lead management, sales automation, social media marketing, and AI-driven communication tools into a single solution designed to help agents close more appointments, follow up faster, and grow their book of business.

Built on top of the GoHighLevel platform, Agent CRM differentiates itself through insurance-specific features, pre-built marketing campaigns ("Branning Bundles"), and dedicated support with a team of 17+ support staff offering 24/7 phone, Zoom, and live chat assistance. The platform has been embraced by thousands of insurance agents across the United States and maintains an active community of over 6,000 agents in its Facebook group.

In September 2025, Agent CRM launched the Data Bridge, a Chrome browser extension that eliminates manual data entry for Medicare enrollment by auto-populating client details across all major enrollment platforms, becoming the first insurance CRM to offer this capability.

Products & Services

Agent CRM Platform

All-in-one sales, marketing, and automation platform for insurance agents with unlimited contacts, funnels, websites, emails, texts, team members, pipelines, calendars, forms, and courses.

Key Features

  • Speed-to-Lead workflows that auto-dial agents when new leads arrive
  • Built-in cross-sell and renewal reminders
  • Three-line power dialer for call centers
  • Social media management across LinkedIn, Facebook, Instagram, Twitter, TikTok, and YouTube
  • Unlimited funnels, websites, and landing pages
  • Email and SMS marketing campaigns
  • Customizable sales pipelines and calendars

Target Users: Insurance agents, agency teams, call centers

AgentAI

AI-powered assistant pre-trained for insurance that automates lead follow-up and customer communication across email, text, and social profiles.

Key Features

  • Automated lead qualification
  • FAQ answering for common insurance questions
  • Automated appointment scheduling
  • AI-generated social media content in the agent's voice
  • Weekly content packs for social posting

Target Users: Insurance agents seeking automated follow-up

Branning Bundles

Pre-built marketing campaign packages that include websites, automations, pipelines, and marketing assets for specific insurance products, available in English and Spanish.

Key Features

  • Ready-to-deploy marketing campaigns for all major insurance products
  • Bilingual assets (English and Spanish)
  • Includes websites, automations, pipelines, and follow-up sequences
  • Included at no extra cost with subscription

Target Users: Insurance agents launching product-specific marketing campaigns

Agent CRM Data Bridge

Chrome browser extension that auto-populates enrollment forms across Medicare and insurance enrollment platforms with client data from Agent CRM.

Key Features

  • Two-click data transfer from CRM to enrollment forms
  • Compatible with all major enrollment platforms
  • Reduces typos and improves submission accuracy
  • Free for Agent CRM subscribers

Target Users: Medicare agents during enrollment periods

At a Glance

Founded
2020
Headquarters
Redding, California
Employees
11-50
Funding
Bootstrapped

Category & Focus

Category
Distribution & Sales
Subcategories
CRM Marketing Automation Lead Management AI Assistant
Insurance Verticals
Life & Annuity Health P&C Personal Group Benefits
Target Customers
Agents/Agencies

Customers

  • [Unknown]

Links

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Last updated: 2026-03-25