Insurance Agent Training

09/03/2026

Alex Branning, the CEO of the CRM I use in my own agency, just opened up a free five-day challenge to help you generate more leads, keep the clients you already have, and turn your book into referrals — and I want you in it.

📝 HOW TO REGISTER Go to the challenge link below, enter your name, email, and phone number, and in the "referred by" field, put my name — Luis Moreno — so I get credit for sending you. 👉 https://challenge.insurancecmo.ai/

🎯 IF YOU WANT TO GO DEEPER ON PAID SOCIAL ADS I also work closely with Shauna Thoresen, who teaches agents how to run their own Facebook and Instagram lead ads. Her course, Click to Close, is the best paid-ads training I've seen for this industry — link below. 👉 https://makingsocialwaves.com/p/insurance-click-to-close?affcode=1376618_bylho_cs

🛠️ THE CRM I USE IN MY OWN AGENCY 👉 https://www.agent-crm.com/luis-moreno

Alex Branning, CEO of Agent CRM — the CRM I run my own agency on — just opened a free 5-day challenge for insurance agents: Build Your Playground. Five days, one hour a day, completely free, and it's built to fix three things at once: lead generation, retention, and referrals. I break down exactly what happens each day below, plus what I'm personally doing to help agents who want to build their own exclusive lead system instead of buying recycled leads from a vendor selling the same lead to three other agents.

WHAT'S COVERED EACH DAY

Day 1 — Open the First New Door: one email you can send your current database today to book appointments

Day 2 — Content & Social System: one short reel you can film and post this week to pull leads from the audience you already have

Day 3 — Build a Lead System You Own: three steps to start attracting your own exclusive leads instead of buying shared ones

Day 4 — Stop Losing the Clients You Already Have: a high-converting win-back email for clients who've gone quiet

Day 5 — Turn Clients Into Referrals: a referral system that turns your existing book into new commission checks without spending on leads

Insurance Agents Wanted | ACA & Medicare Training

📞 Call/Text: 210-972-9558

🌐 InsuranceAgentTraining.net

https://youtu.be/KbvYyQ1cfBc?si=TyozSb7M2h9C0vg9

Alex Branning, the CEO of the CRM I use in my own agency, just open...

09/01/2026

A carrier's compliance department is not going to take your word for it. One timestamped email, text, or call log in your CRM is the difference between a five-minute conversation and a formal E&O complaint — and by the end of this video you'll know exactly what to capture and where.

Agent CRM (14-Day Free Trial) — automations for ACA, Medicare, Life & P&C
👉 https://www.agent-crm.com/luis-moreno

https://youtu.be/gxd34yi62sg

A carrier's compliance department is not going to take your word fo...

08/29/2026

Why is 'Better Call Saul' so memorable? It's all about making your domain name stick, especially when people desperately need you. This is key for standing out.

08/28/2026

→ Window shopping, 2027 rates, crosswalks, and carrier exits
→ Luis's 5-step compliance process to defend against complaints

Slides: https://drive.google.com/file/d/1qz7lEDmnhW1h2k9P5rr5WuAzpQlJ_mE9/view?usp=sharing

Agent authorization example email: https://docs.google.com/document/d/1MYXyTIsbFBIvjGBvBIoMD3SDQ71VF8Ev/edit?usp=sharing&ouid=106951161107225156304&rtpof=true&sd=true

Immigration Statuses FAQ: https://faq.healthsherpa.com/en/articles/10439663-marketplace-eligibility-for-non-u-s-citizens

Insurance Agents Wanted | ACA & Medicare Training
📞 Call/Text: 210-972-9558 🌐 InsuranceAgentTraining.net

https://youtu.be/NnS0aSNh5uw

The three-way call is dead. Gone. And what CMS is replacing it with...

08/26/2026

Agent CRM Module 4: Data Ownership, Pipelines & Automations

You do not lose your book of business when you cancel a CRM — but you WILL lose it if you never export it. In Module 4 of the CRM 101 series, I break down data ownership inside Agent CRM, then build a full ACA pipeline from scratch using AI.

🛠 TOOLS I USE TO SCALE
Agent CRM (14-Day Free Trial) — automations for ACA, Medicare, Life & P&C
👉 https://www.agent-crm.com/luis-moreno

Agent CRM runs $97/month. Competing platforms run anywhere from stripped-down $47 tools up to about $397. What matters is not the price — it is whether you actually own and control what is inside it. That is where we start.

WHAT YOU WILL LEARN IN THIS MODULE:
Who owns your client data (and what happens the day you cancel)
Why you should mark a contact Do Not Disturb instead of deleting them
How to import your existing contacts from another CRM with a mapped CSV
Why other agents and affiliates cannot see your book of business
How staff permissions actually control access
Setting up the Account Customizer: business info, branding, colors, logos, socials
Opportunities (formerly Pipelines) — every stage from New Lead to Sold
How moving a contact into a stage fires texts, emails, tasks and reminders
Building separate pipelines for ACA, Medicare, Life, P&C, recruiting,
cross-selling, win-backs and missing documents
Using AI to design a complete 13-stage ACA pipeline live on screen
The "dead lead" list every agent should be building right now
ACA compliance: documenting consent, plan confirmation and plan explanation

https://youtu.be/fOXQSCyy1jA?si=5iPf30awA87mM09m

08/26/2026

Still using a Gmail or Yahoo address for your insurance business? 🚩 💬 WANT THE WEBSITE & BRANDING PACKAGE? 👉 https://shop.marketboosters.com/iat Use code IATWEB260818 for the discount. I sat down with a branding expert this week and he broke down the exact "six pack" every agent needs to actually look credible online: a real domain, a business email, a website, reviews, consistent branding, and a social presence. We also polled the room — only 20% of agents on the call had a website. That means 80% of you are invisible when someone searches for insurance help, no matter how good you are at the job itself. Full before/after breakdown of my own websites (P&C, health, recruiting) is in the new video — plus a live demo of a tool that lets clients calculate their own life insurance coverage before they ever call you. Insurance Agents Wanted | ACA & Medicare Training 📱 210-972-9558 | InsuranceAgentTraining.net

08/25/2026

Why Insurance Agents Need a Real Domain, Email & Website: Your Gmail Is Killing Your Credibility

💬 WANT THE WEBSITE & BRANDING PACKAGE?
👉 https://shop.marketboosters.com/iat
Use code IATWEB260818 for the discount .

https://youtu.be/GEkhlOlSM3g

Luis Moreno sits down with Shahab, co-founder of Market Boosters AI...

08/24/2026

Learn what happens when you lose member authorization and which clients are at risk. We'll cover real-time policy statuses, including grace periods, cancellations, and terminations. Stay informed about your client's policy status.

08/23/2026

Join Luis Moreno and Jordan from HealthSherpa for a crucial webinar on upcoming 2027 ACA changes. Discover significant shifts impacting agents and learn about new HealthSherpa implementations to navigate these updates. Don't miss out!

08/23/2026

An agent emailed me this week terrified that canceling her CRM might mean losing her entire book of business — I went straight to the CEO of Agent CRM to get her a real answer.

Agent CRM (14-Day Free Trial) — automations for ACA, Medicare, Life & P&C
👉 https://www.agent-crm.com/luis-moreno

Insurance agent CRM data ownership is the #1 fear agents have before they ever sign up for a platform — and it's the exact question an agent emailed me this week. So I took her questions straight to Alex Branning, CEO of Agent CRM, and got real answers. 🔒

In this video I walk through what happens to your contacts if you export, what happens to your book if you cancel, whether other CRM users can ever see your data, and what Agent CRM actually does day to day for an ACA, Medicare, or Life agent running a real book of business.

✅ WHAT YOU'LL LEARN

Can you export or delete your client data at any time? (Yes — here's how)
What actually happens to your book of business if you cancel your subscription
Whether other Agent CRM users or the platform itself can access or market to your contacts
The difference between manual outreach and automation — and why automation is the real value
Everything included inside Agent CRM: calendar, marketing, automations, sites, and more
The real monthly cost ($97/mo after a 14-day free trial) and why I don't consider it an expense

💬 As an affiliate partner for Agent CRM, I may earn a commission if you sign up through my link — at no extra cost to you. You get the exact same price either way, plus every workflow I've built for ACA, Medicare, Life, and Dental inside my own agency.

👨‍💼 ABOUT LUIS MORENO I recruit, train, and support ACA, Medicare, and Life agents nationwide. New agents get a full training system. Experienced agents get carrier access, support, and an upline that actually answers the phone. If you're serious about building a book of business with renewals, reach out.

📚 RESOURCES

Agent CRM — 14-day free trial (link below)
ACA SmartBook
Medicare SmartBook
Book 30 or 60 minutes of my time — anything insurance or business related

Insurance Agents Wanted | ACA & Medicare Training
📞 Call/Text: 210-972-9558 🌐 InsuranceAgentTraining.net

https://youtu.be/5VjV8FQ1VVI

An agent emailed me this week terrified that canceling her CRM migh...