Empowering Insurance Agents

Your All-In-One Virtual Sales Hub

The top platform built By Agents For Agents to manage lead generation, follow up, two-way texting, pipeline, scheduling, conversion and so much more.

why choose us

Why The CRM Center is the most powerful platform in The Industry to manage your Entire lead conversion process - all under one roof?

One of the biggest problems we see insurance agents face is not a lack of leads...but a lack of conversion from leads to ACTUAL sales.

Insurance Agents are making a major investment in Lead Generation - Facebook Leads, Instant Internet Leads, Direct Mail Leads, Telemarketing Leads and everything in between. We are seeing these leads and the investment associated with them go down the tubes. In many cases 80% of these leads wind up unconverted.

"We know that these leads are interested prospects that need insurance immediately, but for what ever reason they did not book...UNTIL NOW!"

features

Features That Help to Build Better

custom website

Crafting a unique and tailored custom website to reflect your brand's identity and meet specific business needs.

multiple landing pages

Optimizing lead generation through the creation of multiple targeted landing pages to capture diverse audience segments.

real-time lead integration

Ensuring swift decision-making with real-time lead integration for immediate access and responsiveness.

Bulk Import Leads

Ability to load Leads from Any Source and Have Those Leads Entered Into A Campaign To Book On Your Calendar.

social media posting

Strategically enhancing brand visibility and engagement with curated and consistent social media posting.

wAVV integration

Seamlessly integrate WAVV for enhanced security and authentication, fortifying your digital ecosystem with advanced protection measures.

CRM Features

Key Features of CRM

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Websites and Funnels

Build Websites to build trusted brand, Funnels to generate leads.

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Forms And Surveys

Reach with forms, effortlessly collect data for personalized content.

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Calendar Scheduling

Schedule appointments and manage your calendar.

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Courses And Memberships

Exclusive Membership Benefits

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Payments And Invoicing

Create and manage all invoices generated for your business

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Proposals And Estimates

Manage and oversee all proposals and estimates created for your business.Settings

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Workflows For Automation

Create and manage Workflows to automate business processes, improve efficiency.

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Email/SMS Marketing

Engage Audiences Effectively

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GMB Messaging

Connect with Customers Directly Through GMB Messaging

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Pipeline Management

Streamlining Operations Pipeline Management in CRM

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Tasks Management

Efficient Task Management for Optimal Productivity

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Social Media Management

Elevating Engagement For Social Media Management

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Affiliate Management

Comprehensive solution that enables businesses to efficiently manage their affiliate partnerships.

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Reporting

CRM provides detailed analytics for informed decision-making and campaign optimization.

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Media Library

CRM centralizes and manages multimedia assets efficiently.

Al Tools

Empowering Efficiency A Suite of AI-Powered Tools

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Workflows Al

AI-Enhanced Workflows for Streamlined Operations

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Content Al

AI-Powered Content Optimization for Enhanced Engagement.

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Conversations Al

AI-Enhanced Conversations for Improved Customer Engagement

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Image Al

AI-Powered Image Enhancement for Visual Excellence

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Blog Post Al

AI-Enhanced Blog Posts for Engaging Content

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Funnel Al

AI-Enhanced Funnels for Optimal Conversion Rates.

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Social Planner Al

AI-Powered Social Planner for Strategic Scheduling

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Appointments Al

AI-Enhanced Appointment Management for Efficient Scheduling

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Reviews Al

AI-Enhanced Reviews Management for Improved Reputation

the cRM center

Discover why insurance agents are choosing The CRM Center!

  • Capture Real-Time Leads or Import Old Leads

  • Your Leads Are Automatically Put Into A Text Campaign

  • Easily Sort Through Prospect Conversations

  • Easily Send Text And Emails From A Single Location

  • Manage Your Leads And Your Insurance Pipeline

  • Close More Sales! Start Tracking Results!

how it works

Simple Onboarding Process

We make it simple to get started. Provide our team with all of your details and they will configure your account with your details, set up your website and handle all of your A2P approval for you!

  • Easy Onboarding

  • We Will Handle Your A2P Approval

  • Weekly Training

  • Everythig set up for you

the cRM center

Get started Today!

  • Let us help you get more customers!

  • Let us help you with client retention!

  • Let us help you build your business!

  • Let us help you become more profitable!

testimonials

Hear What Agents Have To Say!

Discover firsthand testimonials from our agents, showcasing the impact of our CRM solution on their productivity and success.

I've worked with literally hundreds of HTML/CSS developers and I have to say the top spot goes to this guy. This guy is an amazing developer. He stresses on good, clean code and pays heed to the details. I love developers who respect each and every aspect of a throughly thought out design and do their best to put it in code. He goes over and beyond and transforms ART into PIXELS - without a glitch, every time.

user

Miyah Myles

Marketing

pricing

Take Control of Your Business with The CRM Center

The Verified Producer Package

$129 or $1290yr ($100 Setup Cost)

Comprehensive Done-For-You System.

  • verified advisor site

  • Client Communication via Text & Email Campaigns

  • Power Dialer Included

  • Access to Top Virtual Sales Scripts

  • Links to Insurance Carrier Sales Resources

  • Agent Recruitment Funnels

  • High-Conversion Recruitment Drip Campaigns

  • 24-hour Customer Support with Detailed Knowledge Base & Email

  • Setup & Organization Handled for You

  • Tailored Campaign Creation

  • Lead Management

  • Quick Setup for Tools such as Zapier and Google Sheets

  • Comprehensive Support with Detailed Knowledge Base, Email, & Zoom

  • Only Pay for What You Use: SMS, Call & Email Pricing here

Reviews

What Our Clients Say About Us?

Team

Meet Our Members

Druid Wensleydale

Marketing Head

Hazel Andria

Marketing Head

Jackson Mathew

Marketing Head

Blogs

Learn With Us Through Newsletter

Product: july 24, 2022

Scale up vs Scale out

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Hazel Andria

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Hazel Andria

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Pre And Post Launch Mobile App

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Hazel Andria

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fAQ's

Ask General Questions

Q: Does The CRM Center Have a Mobile App?

Ans: Yes, it is available for both apple and android Users.

Q: Can my real time leads go into my CRM if I do not buy leads from The CRM Center

Ans: Yes, you can load leads real-time using Zapier, Integromat or another other automation software.

Q: Are there additional costs for my CRM?

Ans: Yes, There are additional costs for using SMS, Phone calls & emails based on your usage.

Q: Do I need to be Tech Savvy to use the CRM? 

Ans: Not really, everything is set up for you. You do need some basic knowledge of software to use the CRM.

Q: Can I load my old leads?

Ans: Yes, any list in CSV format can be loaded into the CRM.

Q: Can I add my team to my CRM or do they have to buy their own?

Ans: Having your own system gives you many more features, but you can create additional accounts in your CRM to send your agents leads.

Q: Do I need a gmail account to use the CRM?

Ans: It's not required, but gmail integration allows the CRM to sync your appointments with your personal calendar.

Q: Is there any additional cost for WAVV?

Ans: Yes, the WAVV dialer comes up with an additional cost.

Let Us Connect With Our Sales Persons To Get Started!

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Clark Thomas

Email:clark@domain.com

Phone:+123 145 789

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Willems Marker

Email:Willems@domain.com

Phone:+123 145 789

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Gutierrez Cruz

Email:Gutierrez@domain.com

Phone:+123 145 789

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Jessica Loren

Email:Jessica@domain.com

Phone:+123 145 789

our apps

Download Agent CRM Center On Mobile

Empower on-the-go efficiency with the Download Agent CRM Center on mobile, providing a portable hub for seamless customer relationship management. Access critical data and streamline tasks anytime, anywhere, ensuring responsive and agile business operations.

Integrations

Tailored Integrations for Life Insurance

The top platform built By Agents For Agents to manage lead generation, follow up, two-way texting, pipeline, scheduling, conversion and so much more.

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