Get Your Health Insurance Marketing Ready for the Busy Season
A free live workshop for health insurance agents, ACA agents, and agents who sell group plans. Get leads, appointments, and referrals coming in before open enrollment and renewal season hits, not after.
Can't make it live? Register anyway and we'll send you the replay.
The Busy Season Is Here. Don't Start From Scratch.
The agents who win open enrollment and renewal season are not the ones with the fanciest tools. They are the ones with a simple plan, a follow-up system that runs on its own, and marketing that is already working when the phones get busy.
This workshop gives you all three. One hour. Live. Built to get you ready fast, so you can spend your season talking to clients instead of fixing tech.
What We're Covering
A Simple Season Plan
What to set up first, what can wait, and how to keep your marketing running while you are busy on the phone.
Reactivating Your Book
How to reach past clients and warm leads before your competitors do, using texts and emails that actually get replies.
Branning Bundles: Click-and-Play Marketing
How the Health Insurance/ACA Bundle and the Group Insurance Bundle turn on follow-up, nurture, and referral requests in minutes, not weeks. Both are available to all Agent CRM users.
Marketing Assets You Can Use Today
The campaigns, templates, and funnels built for health insurance agents, in English and Spanish, and how to put them to work this week.
Marketing Ideas for Group Plan Agents
Selling group plans? You're welcome here too. We have assets and marketing ideas made for you, and we'll walk through them live.
What to Automate (and What Not To)
Where automation saves you hours, and where a real human touch still wins.
Good to know: all of our marketing assets come in English and Spanish.
Every campaign, template, and funnel we show you works for both, so you can reach every client you serve.
Real Talk, Not Just Nerd Talk
This is a working session, not a lecture. We will show you real systems inside Agent CRM and walk through how they fit together. Bring your questions. We will answer as many as we can live.
A First Look at What's New
We have been busy. We have built new marketing assets just for health insurance agents, made to help you get more appointments and more revenue this season.
We are not giving away all the details here. Come to the workshop and be one of the first to see what is inside.
Want Help Putting It All in Place?
If you want a team beside you while you set this up, we will also show you how Agent CRM Pro works. You get unlimited 1-on-1 help with ads, funnels, automations, and tech, plus pro-level marketing systems installed with you, not for you.
Who Should Attend
Health insurance agents, ACA agents, and agents who sell group plans who do not want to build their marketing from scratch while clients are calling. New to Agent CRM or already using it? You will walk away with something you can use.
Your Host
Alex Branning
Founder of Agent CRM, the CRM and marketing automation platform built exclusively for insurance agents.
Save Your Free Spot
It's free. It's live. And it's built for health and group agents like you. Register below.