An Affordable, AI-Powered CRM for Insurance Agents
Agent CRM gives you everything you need to generate leads, follow up automatically, and grow your book — at a price built for independent agents, not enterprise call centers.
Trusted by 10,000+ agents and 1,000+ agencies.
Built to Be Affordable, On Purpose
Agent CRM is priced for the independent agent, not the enterprise agency. No long-term contracts. No surprise fees.
It's $97.00 per month. And you start with a 14-day free trial, so you can see if it's a fit for your business before you owe us anything.
We deposit $50.00 into your new account that you can use for texting and A2P registration! We're investing real cash into our relationship, no one else is doing that for you!
$97
per month
14 days
free trial, no charge upfront
"Best investment this year. I knew I needed this with launching a new business, but I had no idea how much I didn't know. Big shout out to Rida on the support team who I had my first call with. She patiently worked with me."
You're Never Building This Alone
Every agent gets real human help: live support, onboarding, and tech expert sessions — plus advanced coaching calls for Pro members. That's part of why the low cost still makes sense. You're not just buying software. You're getting a team behind it.
Real Onboarding
Get set up right from day one.
Ongoing Human Support
Live support and Tech Expert Help sessions when you get stuck.
Coaching, Not Just Tech Help
Pro members get advanced coaching calls to grow the business, not just run the software.
"I can't tell you all how ABSOLUTELY FANTASTIC Agent CRM's support team is! They not only do everything PERFECTLY but so fast that it seems whatever it is is done before you even tell them what you want!!! They're just terrific!!"
Skip Months of Setup. Start With What Already Works.
Agent CRM comes preloaded with Branning Bundles — done-for-you campaigns, funnels, email sequences, text follow-up, and automation workflows built for specific insurance lines. You're not starting from a blank CRM. You're starting from a system that's already been built and tested.
Every marketing asset is available in both English and Spanish — so you can serve bilingual markets without rewriting a thing.
- Medicare
- ACA
- Final Expense
- Life
- Annuities
- IULs
- P&C
- Group Benefits
- Mortgage Protection
- Recruiting
- Referral Generation
- Re-Engagement
- Webinar Campaigns
"Agent CRM is fantastic and has a ton of support/help plus has built a ton of insurance specific materials, funnels, etc. in it already. Thousands of insurance agents use it and we even personally do some training every month for some of them. Great community around it too. Would recommend :)"
What Agents Are Saying
"The best part about Agent CRM is how many automations are already set up for you. There's hardly any extra work, and the support team is always there to help with questions. It's perfect for anyone who isn't super tech-savvy. Everything just works."
"Agent CRM is awesome. This CRM is so easy to use and is the best one we have ever used."
"We funnel everyone into Agent CRM — calendar links, drip texts, video blasts. We were sending messages every couple of days to potential recruits."
Want to Talk It Through First?
Book a free call and we'll walk you through pricing, support, and what's included — no pressure, no obligation.