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Agent CRM
Agent CRM is HIPAA compliant, meaning it is designed to protect and securely handle sensitive health information in accordance with U.S. HIPAA privacy and security requirements.
TESTIMONIALS
Client
Sylvia
Financial Security Advisor
Charee is an excellent CRM trainer—very patient, knowledgeable, and thorough. She clearly knows what she’s doing and has an impressive understanding of every section and feature of the CRM.
She knows exactly where to click and how to navigate through each part of the system, making the training easy to follow and understand. I truly appreciate her patience and willingness to explain everything step by step.
Her expertise and teaching style made the CRM feel much less intimidating and gave me the confidence to use the system effectively.
Team Requirements
Additional Team Requirements
WHY AGENT CRM
Learn More - Swipe Left
What Else is in Agent CRM?
The Branning Bundles
Your Very Own Phone App
Agent CRM supports Basic Electronic Signature and can Integrate Docusign via Zapier
Compare AgentCRM with Other Platforms
GoHighLevel/
Greatway CRM
vs AgentCRM
(Migration Done in as fast as 1 day)
If you’re already running GHL through an agency, this will make sense.
Agent CRM is built on GHL — so you keep everything you’ve already set up.
What you add is a full insurance-specific layer on top:
Branning Bundles: Done-for-you campaigns for Medicare, ACA, Final Expense, Life, and more
AgentAI: Automated lead follow-up + appointment booking
Insurance-focused support + training
Community of insurance professionals
GHL by itself is a blank platform. With Agent CRM, you don’t have to build all of that from scratch.
Migrating Over
You won’t lose anything.
It’s a sub-account transfer, so everything moves with you:
Contacts, opportunities, pipelines, workflows, automations, funnels, websites, calendars, forms, surveys, templates, and full conversation history.
You also keep your phone numbers.
Nothing gets rebuilt. You just plug in the insurance systems on top of what you already have.
I can set you up with our team for a quick walkthrough of the transfer whenever you’re ready.
Other Integration Capabilities
Support and Guarrantees
Basic Package
Support from FCMCL After Week 1 and
2 SPOTS PER WEEK (TRIAL PERIOD)
Pro Package - Downgrade Anytime
More About Pro (Slide)
🎉 EXCITING LIMITED-TIME OFFER FOR NEW SIGN-UPS!
🎉 EXCITING LIMITED-TIME OFFER FOR NEW SIGN-UPS!
Sign up for $197 instead of $97 and get 1 month of Done-With-You or Done-For-You support, plus access to all the marketing features and Pro upgrades listed on the website.
🚀 In just one month: Get multiple branded bundle funnels done with the help of our team!
💰 No more costly additional setup fees — get the support you need to build and launch your marketing systems.
✨ The best part? You can downgrade to the Basic plan at $97/month the following month.
This is a great opportunity to get extra support, maximize the platform, and have your funnels built and ready to go! 🔥
Agency Account -
Downgrade Anytime
AGENT CRM — AGENCY
Build. Manage. Scale Your Team.
$495/month
Designed for agencies and growing insurance teams that need a centralized CRM platform with multiple agent accounts.
⸻
AGENCY FEATURES
✓ Master Agency Account
✓ 3 Baseline Sub-Accounts
• Agency
• Demo
• Lead Distribution
✓ Marketing+ Features Pre-Loaded
✓ Priority Support
✓ White-Label / Account Distribution Options
✓ White-Glove Onboarding
✓ Custom Landing Page Creation
⸻
💰 $30 MONTHLY REBATE
FOR EVERY ACTIVE AGENT
25 active agents × $30 = $750/month rebate
At 25 active agents:
$750 rebate − $495 software cost = $255/month remaining
The more active agents you have, the greater your potential monthly rebate.
⸻
SETUP
A $3,000 one-time setup fee may apply to DIY setup packages. Standard tiers focus on white-glove onboarding and custom setup.
(WAIVED: Limited Time Offer)
- You just pay 3 months upfront (495 x 3mos = 1485$)
IMPORTANT
Carrier/provider charges for actual calling minutes and text messages are billed separately.
READY TO SCALE?
Build your agency on a CRM designed for growth.
Free: 300/month HIPAA fee is waived
What to Prepare Before the Trial Period
How to Download Your Ivari Masterlist
Become an Affiliate
Reviews: J. Wetmore, C. Atkins, More
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