Ready to

Power Your Agency

with Agent CRM?

Includes AI Tools, Co-Branding and Full Support for Your Team

Agent CRM for Agencies:

Includes AI Tools, Co-Branding and Full Support for Your Team

Agent CRM helps insurance agencies streamline operations, onboard agents faster, and close more business—with a professional, branded CRM built for scale.

Boost Efficiency and Save Time with AgentAI: Automate scheduling, FAQs, and social media responses, freeing you and your team to focus on high-impact tasks.
Grow Your Agency with Personalized Marketing: Use our tools to enhance your marketing, driving more sales and increasing revenue.
Access To Proven Success Systems: Instantly implement cross-sell, upsell, and referral systems used by the top agencies nationwide to boost your customer lifetime value.

Free Trial + Free Support. No Money Due Today

Free Trial + Free Support. No Money Due Today!

Used by 12,000+ Agents Since 2020

Call Us - (530) 424-8288

Used by 10,000+ Agents Since 2020

Call Us - (530) 424-8288

Most Valuable Tool

“Agent CRM is the most valuable tool that an agent can have. It is like a hammer to a carpenter. The best tool out there is Agent CRM!"

Luis Moreno

Insurance Agent

Choose Agent CRM Over Other Platforms

“I wanted to highlight Agent CRM because of their great support options. You'll discover a huge benefit of using Agent CRM over other ones that are out there!”

David Duford

Agency Owner

Increase productivity immediately

“This is no doubt the best tech tool for agents to increase productivity and efficiency immediately!"

Cody Askins

Entrepreneur and Speaker

Grow Smarter

with the Right CRM Plan for Your Agency

VIP Agency Package

Perfect for agencies that want hands-on support and a fully customized experience.

White glove onboarding (we do the heavy lifting)
CRM customized to your agency’s branding
Setup of your custom agency landing page
Pre-loaded marketing assets & automations
Dedicated account representative to guide you
Priority Support + 3 Sub-Accounts
$30 monthly rebate per active agent
Marketing+ included for Agency Account

One-Time Setup: $2,500

Recommended for fast-growing teams who want a head start.

Start with VIP Setup

DIY Agency Account

Ideal for agencies who prefer to roll up their sleeves and get started now.

Instant access to your master agency account
3 Sub-Accounts: agency, demo, and lead distribution
Priority Support from our team
Admin access to all agent accounts
$30 monthly rebate per active agent
Marketing+ included for Agency Account

No onboarding support or customization
No account rep – you’re in charge!

One-Time Setup: $500

For teams ready to move fast and figure it out as they go.

Get Started with DIY Plan

Grow Smarter

with the Right CRM Plan for Your Agency

Discuss Your Options

VIP Agency Package

Perfect for agencies that want hands-on support and a fully customized experience.

White glove onboarding (we do the heavy lifting)
CRM customized to your agency’s branding
Setup of your custom agency landing page
Pre-loaded marketing assets & automations
Dedicated account representative to guide you
Priority Support + 3 Sub-Accounts
$30 monthly rebate per active agent
Marketing+ included for Agency Account

One-Time Setup: $2,500

Recommended for fast-growing teams who want a head start.

Start with VIP Setup

DIY Agency Account

Ideal for agencies who prefer to roll up their sleeves and get started now.

Instant access to your master agency account
3 Sub-Accounts: agency, demo, and lead distribution
Priority Support from our team
Admin access to all agent accounts
$30 monthly rebate per active agent
Marketing+ included for Agency Account

No onboarding support or customization
No account rep – you’re in charge!

One-Time Setup: $1000

For teams ready to move fast and figure it out as they go.

Get Started with DIY Plan

Use Agent CRM for Your Agency

Start Earning Monthly Rebates

You earn $30 per active agent, every month. Grow your team, build your revenue stream.

Responsive Agent Table

Agent Count	Monthly Rebate
10 agents	$300
25 agents	$750
50 agents	$1,500
100 agents	$3,000

Get Our Support

At Agent CRM, we understand the importance of seamless technology integration for your insurance agency. That’s why we offer a dedicated support team of over 30 professionals ready to assist your agents.

Our team ensures that your agents not only understand how to use the CRM but also how to maximize the tools available to them, boosting their production and efficiency. This dedicated support helps build loyalty among your agents by providing them with the resources they need to succeed, allowing you to focus on the bigger picture of growing your agency.

Get Our Team

Your account manager is here to help you customize your CRM setup to align perfectly with your growth strategy. From workflows to custom funnels, we tailor the CRM to meet your specific needs, ensuring that your agency operates smoothly and efficiently.

This personalized setup not only saves you time but also enhances the productivity of your agents, helping them to focus on sales and client engagement rather than administrative tasks.

Get Our Marketing Help

Take advantage of our marketing expertise with access to group calls three times a week. Our marketing experts can assist you with optimizing Meta ads, refining campaign strategies, and lowering your cost per lead.

This resource helps you stay ahead in a competitive market, build your brand, and increase agent loyalty by providing them with cutting-edge marketing tools and strategies.

Transition with No Loss of Data

Switching to a new CRM can be daunting, but with Agent CRM, you can transition without losing your valuable data. While some restrictions apply, in most cases, your data will be transferred seamlessly, ensuring continuity in your business operations.

This smooth transition process not only saves you time and stress but also reassures your agents that their information and workflow will remain intact.

Your Logo on Top

Build your brand recognition with our customizable branding options. With your logo displayed prominently (accompanied by "Powered by Agent CRM"), your agents will consistently engage with your brand.

This not only strengthens brand loyalty among your team but also creates a unified and professional image that enhances your agency's credibility.

Your Funnels for Your Agents

Empower your agents with access to customized funnels designed to increase production and embrace technology. We set up these funnels specifically for your agency, enabling your agents to hit the ground running from day one.

This tailored support helps your agents focus on converting leads into clients, boosting their productivity and your agency's overall success.

Workflows for Your Agents

Streamline your agents' workflow with our customized automations and workflows. These pre-built systems are designed to optimize day-to-day operations, allowing your agents to focus more on sales and client relations.

By providing these ready-to-use tools, you enhance your agents' efficiency and ensure they have the support they need to thrive, ultimately contributing to the growth and success of your agency.

Lead Distribution Options

Take control of how your leads are assigned with flexible, automated distribution options designed to match your team’s goals and performance.

Round-Robin

Performance-Based Weighting

Quality Score Weighting

Your Agent CRM Account is

Customized To Your Needs for Your Product, Your Team and Your Daily Usage.

We help you scale!

Agent CRM Is The Best Sales and Marketing Platform for Agents and Their Teams

We're more than just a simple CRM software. We help you scale and grow your business with cutting-edge marketing and sales strategies tailored specifically for agents and their teams.

We have the systems to distribute leads to agents on your downline (“round robin”).

AgentAI can be trained to instantly answer incoming customer questions received via email, text or social profiles.

Three-line power dialer available for call centers who need more.

Add your assistants without paying extra for them.

Duplicate what’s working for you to all of the agents in your downline so they can focus on selling (and not building out the system).

Our recruitment automations help grow your team and keep your onboarding process moving.

WHY CHOOSE AGENT CRM?

Agent CRM Is Your All-In-One Sales and Marketing Platform

All of these tools are included with your account!

AgentAI

Train your own AI-powered assistant that automates lead follow-up and customer communication for you.

Funnel Library + Builder

You have NO LIMITS to the number of funnels you can build - and we’ve made it easy to get started with a library of 100s of funnels ready to use!

Pre-Built Automations

Train your own AI-powered assistant that automates lead follow-up and customer communication for you.

Integrates with Everyone

We play nicely with other CRMs, lead vendors, marketing platforms and social media websites. Our Zapier app gives you even more possibilities!

Unbeaten Speed-to-Lead

Receive instant phone calls from Agent CRM when new leads are identified, allowing for immediate response. Our automations will text, email and even DM your new leads.

Complete Phone System

Boost outbound calling productivity with a power dialer that enables quick and efficient communication. Get A2P verified with our help, then text and call your customers from one platform

Data Organization Tools

Efficiently organize your contacts with customizable smart lists, using precise segmentation and filtering based on specific criteria.

Email Marketing Tools

Launch email campaigns with tracking and analytics to measure success. Our templates are shortcuts to “Wow” emails that get opened

Reputation Management

Monitor and manage your business's online reputation with tools for collecting reviews and addressing feedback.

Social Media Marketing

Use our highly-trained AI content generator to write GREAT social media posts for you, and generate the graphics to go with it! Schedule posts on all social media platforms from our tool, even you reels!

24/7 Support

We support you with 24/7 live chat, email assistance, and even the chance to talk to us directly by phone—plus, join our vibrant Facebook group and hop on daily live Zoom calls for expert advice and real-time answers!

We’ll Build it For You

Unlock the full potential of Agent CRM with our expert team, ready to build custom automations and funnels tailored to your business needs—an add-on service that takes care of the heavy lifting for you.