Agent CRM
- Company typePrivate
- Founded2020
- HeadquartersDover, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Agent CRM firmographics
Firmographics- Name
- Agent CRM
- Legal name
- Insurance Technology Solutions, Inc.
- Website
- https://agent-crm.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Agent CRM industry classification
Industry- Product category
- Insurance CRM and Marketing Automation Software
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Services-Advertising (7310)
- akta.pro primary industry
- Marketing Automation & Campaign Management CRM (HDAEAFAB)
- akta.pro secondary industries
- Customer Engagement & Messaging (Email, SMS, Push, In-App) (BPAFAFAI), Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD), Lead Nurturing & Marketing Operations (List Management, Scoring) (MPAAAIAJ)
Keywords
Where Agent CRM is headquartered
LocationHeadquarters
- HQ city
- Dover
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Agent CRM business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription: Core subscription revenue at $97 per month providing access to CRM platform, pre-built automations, marketing bundles, AI tools, phone system, and support. Billed monthly with 14-day free trial.
- SMS/MMS Messaging: Usage-based charges for text messaging services including auto-recharge payments. Non-refundable charges based on message volume.
- Phone Services: Voice calling charges including inbound and outbound calls, phone number usage and maintenance fees. Usage-based pricing separate from subscription.
- A2P Registration Fees: Fees for Application-to-Person messaging compliance registration with carriers and The Campaign Registry.
- Agent CRM Pro (Expanded Support): Premium tier offering unlimited support for deeper help with core system setup, Branning Bundle implementation, workflow alignment and optimization.
- Expert Hour Services: Professional services for custom builds and done-for-you services. Non-refundable once project initiated.
- Educational Courses: Training courses sold through Branning Library with 30-day refund window.
- Promotional Packages: Discounted term-based packages (3-month, 6-month, 12-month) for Agent CRM, Agent CRM Pro, and Loanne services. Non-refundable due to reduced pricing.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Base Plan - $97/month |
| Subscription | Monthly | Agent CRM Pro - Expanded Support |
| Subscription | Multi-year contract | Term Commitments (3/6/12 month) |
| Subscription | Multi-year contract | Annual/Lifetime Plans |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels10 records
Agent CRM product offering
Product offeringCore offering
Agent CRM is an AI-powered, all-in-one sales and marketing automation platform built on the GoHighLevel infrastructure and customized for insurance agents and agency owners. It bundles a CRM, lead management workflows, AgentAI-powered automation, a phone system with power dialer, calendar booking, email and SMS marketing, funnel/website builder, social media tools, and reputation management. Pre-built insurance-specific marketing bundles (Branning Bundles) covering Medicare, Life, IULs, Health, Annuities, Final Expense, and P&C products in English and Spanish are included.
Product overview
Agent CRM is a single, unified all-in-one sales and marketing platform built specifically for insurance agents and agency owners. The core product is Agent CRM itself, a comprehensive CRM that includes built-in features such as AgentAI (AI-powered automation), a complete phone system with power dialer, calendar booking tool, email marketing, funnel builder, social media marketing, and reputation management. Agent CRM Pro (formerly Marketing+) serves as a premium tier offering expanded support. Branning Bundles provide pre-built marketing asset collections tailored for specific insurance products. The platform is built on the HighLevel/GoHighLevel infrastructure. The company also offers related services including Expert Hour consulting, educational courses through Branning Library, and tools like AdBase, Giveaway Funnel, and Video Domino.
Differentiator
Problem solved
Functional benefit
Products and services
- Agent CRM All-in-one AI-powered CRM and marketing automation platform built on GoHighLevel for independent insurance agents and insurance agency owners. Includes contact management, AgentAI automation, phone system with power dialer, calendar booking, email and SMS marketing, funnel/website builder, social media tools, reputation management, and Branning Bundle pre-built insurance-specific marketing assets (Medicare, Life, IULs, Health, Annuities, Final Expense, P&C) in English and Spanish. Priced at $97/month with a 14-day free trial.
- Educational Courses (Branning Library)
Quantifiable outcome
- 14-day free trial available for prospect evaluation
- +1 more outcomes
Companies that use Agent CRM
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles2 records
Agent CRM technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability4 records
Feature9 records
Agent CRM partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- GoHighLevel (HighLevel Inc.)coreAgent CRM is built on the GoHighLevel platform operated by HighLevel Inc. The platform provides the underlying CRM infrastructure, hosting, and core functionality. Agent CRM serves as a specialized vertical application of GoHighLevel customized for insurance agents. All customer data is processed and hosted through HighLevel's infrastructure.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Agent CRM competitors and assessment
Company assessmentBroad incumbents
- ActiveCampaign: CRM and email marketing automation platform with strong SMB and sales automation positioning. Comparable on automation workflows, email/SMS, and CRM functionality for small insurance agencies.
- HubSpot: Major horizontal CRM and marketing automation platform used by many small businesses including insurance agencies. Comparable on core CRM, marketing automation, and AI features, though without Agent CRM's deep insurance vertical templates.
- ClickFunnels: Sales funnel builder widely used by insurance and coaching agents for landing pages, lead capture, and email sequences. Overlaps with Agent CRM's funnel builder and pre-built insurance funnels.
- Salesforce (Financial Services Cloud): Enterprise CRM with a dedicated Financial Services Cloud used by larger insurance carriers and brokerages. Comparable on CRM and marketing automation though positioned upmarket from Agent CRM's SMB agent focus.
- GoHighLevel: The underlying white-label CRM and marketing automation platform on which Agent CRM is built. Highly comparable because Agent CRM is essentially a vertical skin of GoHighLevel, sharing telephony, pipelines, automations, and AI infrastructure.
Emerging players
- Coreco (formerly CoreCommerce Insurance): Insurance agency operating system combining CRM, workflows, and carrier integrations. Comparable as another insurance-vertical software player competing for the same agent/agency buyer.
Direct peers
- Insureio: CRM and marketing automation platform built specifically for insurance agents, with lead routing, automated follow-up, and carrier integrations. Overlaps with Agent CRM on insurance-vertical sales automation and agent-focused workflows.
- Radius Bob: Insurance-specific CRM focused on lead management, texting, and automated follow-up for insurance agents. Directly comparable in target customer, channel mix (SMS/email), and SMB insurance agent GTM.
- AgencyBloc: CRM and agency management system purpose-built for life and health insurance agencies. Comparable as a direct vertical competitor targeting the same insurance agent buyer with similar lead, pipeline, and policy-management use cases.
Others
- Zapier: Integration and automation platform explicitly available as a published integration within Agent CRM. Included as an ecosystem peer because it both extends and competes with Agent CRM's automation capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Agent CRM social profiles
Digital presenceAgent CRM compliance and trust
Trust signalCompliance1 record
Agent CRM financial estimates
Financial estimateRevenue estimate
Valuation estimate
Agent CRM leadership team
Management profileNumber of profiles
Profiles1 record
Agent CRM funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Agent CRM M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Agent CRM
What does Agent CRM do?
Agent CRM is an AI-powered, all-in-one sales and marketing automation platform built on the GoHighLevel infrastructure and customized for insurance agents and agency owners. It bundles a CRM, lead management workflows, AgentAI-powered automation, a phone system with power dialer, calendar booking, email and SMS marketing, funnel/website builder, social media tools, and reputation management. Pre-built insurance-specific marketing bundles (Branning Bundles) covering Medicare, Life, IULs, Health, Annuities, Final Expense, and P&C products in English and Spanish are included.
Is Agent CRM a public or private company?
Agent CRM is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Agent CRM founded?
Agent CRM was founded in 2020. It employs 11 to 50 people.
Where is Agent CRM based?
Agent CRM is headquartered in Dover, United States, in the North America region.
How does Agent CRM make money?
Eight revenue lines are on record. SaaS Subscription is the primary driver. The others are SMS/MMS Messaging, phone Services, A2P Registration Fees, agent CRM Pro (Expanded Support), expert Hour Services, educational Courses and promotional Packages.
Who are Agent CRM's main competitors?
Broad incumbents on record are ActiveCampaign, HubSpot, ClickFunnels, Salesforce (Financial Services Cloud) and GoHighLevel. Coreco (formerly CoreCommerce Insurance) is listed as an emerging player. Direct peers are Insureio, Radius Bob and AgencyBloc. Zapier is listed as an others.
Does Agent CRM have an API?
No public API is recorded for Agent CRM.
What industry is Agent CRM in?
Agent CRM's product category is Insurance CRM and Marketing Automation Software. Its primary akta.pro industry code is HDAEAFAB, Marketing Automation & Campaign Management CRM, with a secondary code of BPAFAFAI, Customer Engagement & Messaging (Email, SMS, Push, In-App). Its NAICS code is 541511 and its SIC code is 7310.