Agent CRM by Agent CRM

Agent CRM

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Last Updated September 2026 | Based on Public Information

AI-powered CRM and marketing platform built for insurance agents, with lead follow-up, campaigns, cross-sell and referral workflows, websites and agency automations.

Features & Quick Stats

Key Features

  • CRM

  • Lead follow-up

  • Email and SMS campaigns

  • Cross-sell workflows

  • Referral workflows

  • Websites

  • AI tools

Core Business

Insurance agent CRM and marketing automation

How Agent CRM Helps Independent Agents & Brokers

Helps independent agents organize prospects, automate follow-up and run insurance-specific sales and marketing campaigns.

Integrations

HighLevel

AI Capabilities

AgentAI can qualify leads, answer FAQs, support follow-up and generate marketing content.