CRM & Marketing Platform for Insurance Agents

All Types of Insurance

Scrolling Text
Life
Health
Final Expense
Med Supp
P&C
Annuity
Life
Health
Final Expense
Med Supp
P&C
Annuity

Why us?

Agently is the ultimate all-in-one platform for insurance professionals, offering website marketing, social media management, email and SMS automation, sales pipelines, and reputation management, all seamlessly integrated with client onboarding tools.

Built by Agents for Agents

Created by industry experts who understand your needs, our platform is tailored for success. Designed to empower agents with the tools to thrive in a competitive market.

Website Leads

Boost your lead generation with a fully customized agency website tailored specifically for your business. A well-designed website not only showcases your services but also serves as a powerful tool to attract and convert potential clients.

Marketing Automations

Build client relationships using professional crafted emails & texts with personalized automation

Automatic Quoting

Save time with automatic quoting that delivers fast, accurate estimates in seconds. Let technology do the heavy lifting so you can focus on closing deals.

Client Onboarding

Simplify client onboarding with an intuitive, step-by-step process that ensures no detail is missed. Delight your clients with a seamless start to their journey.

Detailed Reporting

Gain insights with detailed reporting that keeps you informed and in control. Make data-driven decisions with reports designed to spotlight key metrics.

Ad Templates

Access a library of ready-to-use ad templates crafted to drive engagement and conversions. Customize with ease to fit your brand and target audience perfectly.

Everything you need to generate & nurture leads

lead generator

Create and launch your own leads from our proven templates with just 3 clicks

lead nurture

Cultivate low intent leads to high intent leads through detailed automations.

proven ads

Use our proven ads templates to generate your own leads at unprecedented low costs

database builder

Create ads, import leads and sync your current database let Agently automate constant contact

proven workflows

Use our tested and optimized workflows to nurture your leads into sales.

websites

Drive leads to your own custom website and collect date and. provide online quotes.

How it works

Sign up for an Agently

Launch an ad, import lead vendors or sync your database

Let Agently's automation turn leads into sales

crm & marketing platform for insurace agents

Agently ranks among the best CRM & Marketing platform for Insurance Agents.

What is a CRM?

A CRM functions akin to a digital address book, facilitating the organization of your interactions with leads, clients, allies, and suppliers. When utilized efficiently, it becomes a valuable tool for tracking metrics and ensuring that no conversations with leads are overlooked or forgotten. Leveraging a CRM offers several advantages, enabling you to:Close more dealsMonitor your clients and projectsPrevent oversight of lead conversationsManage your sales pipelineExecute and oversee marketing campaignsStreamline various business processes

Can I run Ads in Agently?

Agently comes with templated ads for Facebook, Linkden, Tik Tok and Google that have been tested to produce low cost high converting leads..

Why do I need a CRM?

A CRM system provides a comprehensive overview of your customers, consolidating all relevant information into a single, user-friendly dashboard. This centralized platform reveals a customer’s historical interactions with your business, order status, service issues, and more.Furthermore, the system allows automated outreach to your new or existing leads to cultivate and nurture prospects into sales.

How does Agently CRM work?

Agently CRM software is a subscription-based service designed to assist business owners in efficient business management and growth. It empowers you to seamlessly operate your business and excel in delivering outstanding outcomes for your clients. Here’s a concise overview of the capabilities of Agently CRM software:Develop swift and effective sales funnels or use our pre-made templatesCreate websites and connect a domain – it also functions as a website builderDesign attractive landing pages for your offerings or use templatesManage client relationships and track projects effectively with the CRMSkillfully handle inbound or outbound callsCreate, sell, and manage online courses and membership programsAutomate impactful email marketing campaignsEffortlessly connect with prospects through SMS marketing.

Can I migrate my old CRM to Agently?

Certainly, we are more than capable of assisting you in transferring your business data from your existing CRM to Agently CRM.

Can I build a website in Agently?

Design compelling landing pages and websites effortlessly using Agently web builder. Seamlessly integrate them into your sales funnel and duplicate them for new clients within the same niche. Creating websites has never been easier, whether you’re customizing an existing template or starting from scratch.

How does Agently compare to other CRMs?

Agently was build by Agents. Agently CRM consolidates the strengths of ClickFunnels, Unbounce, LeadPages, and various other tools into an effortlessly navigable platform. It equips you with all the essential tools to construct impactful online sales funnels. Whether you’re engaging in A/B testing, leveraging advanced analytics, designing landing pages, or creating lead magnets, Agently provides a comprehensive solution for all Insurance Agents and Agencies.

What tools can Agently replace?

Agently replaces dozens of tools, including ClickFunnels, Mailchimp, Teachable, Kajabi, Skool, Docusign ActiveCampaign, Pipeline, Kartra, Calendly, Hubspot, Salesforce, Woodpecker, and much more.

Is Agently just a CRM?

Agently provides an all-in-one marketing solution by combining different software and tools including ad creation to aid marketing agencies and business owners in customer relationship management. Agently enables you to effectively manage all facets of your clients’ businesses, including sales funnels, lead tracking, outreach via calls and SMS, and the seamless organization of follow-ups and meetings

Is there a free trial?

Certainly, we provide a complimentary 14-day trial. Throughout this trial period, you will enjoy full access to all features and functionalities of Agently. If needed, you can cancel at any time..