Built for Insurance Agents Using HighLevel
Keep the power of HighLevel. Add the insurance-specific systems, workflows, training, support, and implementation guidance that thousands of insurance agents rely on to grow faster.
Having HighLevel Isn't the Same as Having a System
Many insurance agents purchase HighLevel expecting growth. Instead, they end up with:
The issue isn't HighLevel.
The issue is that insurance agents need insurance-specific systems.
Pre-Built Marketing Assets For Insurance: Ready to Go!
Instantly Personalized with Agent CRM's "Customizer" — every asset carries your branding, your offer, and your contact info, automatically.
Mobile-Friendly Professional Website
A polished producer website built for insurance buyers and ready to publish.
New Lead Email & SMS Sequences
Instant-response cadences that get leads on the phone before they go cold.
Long-Term Nurturing Campaigns
Keep every lead warm until they're ready to buy — no manual follow-up required.
Cross-Sell Campaigns
Turn one policy into multiple lines of business with automated cross-sell flows.
Follow-Up Automations
Contact Card Rule workflows that raise contact rates on every new lead.
Renewal Reminders
Automated reminders that protect your book and surface re-shop opportunities.
Appointment Notifications & Reminders
Cut no-shows with SMS, email, and voice reminders timed for insurance buyers.
Consistent Branding Across Every Asset
Your logo, colors, and details applied automatically across funnels, emails, and SMS.
English & Spanish Marketing
Built-in bilingual campaigns for Medicare, ACA, Final Expense, Life, Health, and P&C.
"We funnel everyone into Agent CRM — calendar links, drip texts, video blasts. We were sending 1,000+ messages every couple of days to unlicensed hires."~ Agency Owner · #2 in the Nation, Agent Conversion (FFL 2023)
Unlimited Help. Unlimited Growth.
Never get stuck again. Our team works alongside you live to launch ads, build funnels, set up automations, and solve tech issues — guiding you every step without taking control away from you.
Jump on a call as often as you need. We'll build, fix, optimize, install, and troubleshoot anything inside Agent CRM with you — in real time, until the job is done.
Already Using HighLevel? You Won't Lose Anything.
Agent CRM is built on HighLevel. Your sub-account can be transferred while retaining everything you've built.
What transfers with you
You don't have to start over. You don't have to rebuild everything. You keep the work you've already done while gaining access to insurance-specific systems, support, and training.
HighLevel vs Agent CRM
HighLevel
Generic platform- Generic platform
- Build everything yourself
- General support
- No insurance-specific workflows
- No insurance-specific training
- No insurance-specific community
Agent CRM
- Built on HighLevel
- Insurance-specific workflows
- Branning Bundles included
- Insurance-focused support
- Insurance-focused training
- Growth Rooms
- Proven campaigns for insurance agents
- Community of insurance professionals
What Insurance Agents Are Saying
"If you want to scale the way we're scaling, you need a proper plug-and-play system — an incredible software like Agent CRM."
"We were awarded #2 in the nation for agent conversion under FFL — one of the biggest brokerages in America. Agent CRM is part of how we get agents paid in their first 72 hours."
"You and Bob built us a 9-month drip sequence. Every time an agent closes a sale, the client automatically gets monthly reminders, holiday messages, thank-yous. That's been a massive factor for us."
You're Paying for HighLevel. Let's Work Together to Make It Work for Your Agency.
If you're an insurance agent using HighLevel and know you're not getting everything you should from it, let's talk.
Free 30-minute strategy call · No obligation