Builder CRM Built for Financial Professionals, Insurance Agents and Agencies
Builder CRM is the ultimate automation platform designed specifically for Financial Professionals, Advisors, and Insurance Agents. Streamline your operations, convert more leads into appointments, and effortlessly upsell existing clients with powerful built-in tools.
Experience the CRM that’s built to grow your practice—start today and see the results firsthand.
Supercharge Your Marketing: Launch targeted campaigns that attract the right clients and boost engagement!
Convert Leads on Autopilot: Leverage automated workflows to follow up consistently and close more deals—faster!
Streamline Your Workflows: Automate daily tasks and focus your time on growing your financial practice!
All-in-One System
"Builder CRM helped me streamline my entire practice—now I manage leads, appointments, and follow-ups all in one place. - THANK YOU!" - Surendra Y
Increased Organic Lead Flow
"Running webinars and bootcamps with Builder CRM brought in a steady stream of organic leads—game changer for my pipeline." - Subhani P
Referral System Pays for Itself
"The built-in referral system paid for the software in just weeks. It practically funds itself!" - Sudhanva A
Make your brand shine
Pre-Built Marketing Assets For Insurance: Ready to Go!
Instantly Personalized with Builder CRM's "Customizer"
Done-for-You Funnels That Convert
Automated Email & SMS Campaigns
Smart Appointment Booking Pages
Built-In Referral Campaigns
Engaging Social Media Templates
Lead Magnet Funnels
Build Your Brand with Review Requests
Editable, Brand-Ready Templates
And so much more!
WE'RE THE BIGGEST FINANCIAL & INSURANCE marketing PLATFORM, because it works for you
"Is Builder CRM Going to Work For Me?"
We understand your business needs more than just a generic tool. You need a platform that’s built to engage your audience, promote your services effectively, and automate key parts of your customer journey. Instead of spending hours creating websites and marketing systems, you can stay focused on what drives growth—closing deals and increasing revenue.
Our Marketing Asset Packages, provided by RED Media, include everything you need to get started—your website, automated workflows, sales pipelines, and more. These ready-to-use resources are available to all Builder CRM users at no additional cost. Here’s what’s available for you right now:
IULs
Life Insurance
Annuities
Infinite Banking
Funnels for Recruiting Based Companies
P&C Insurance (Home, Auto and Cross-Sells)
Health Insurance
Medicare
Final Expense Insurance
See All of our Marketing Bundles, start a Free Trial now!
Scale your advisory or insurance business
RED Media Builder CRM Is The Best Sales
and Marketing Platform for
Financial Professionals | Insurance Agents
Builder CRM is more than just a software—it's your growth partner. We empower financial professionals and insurance agents with advanced marketing tools, sales automation, and strategic support tailored to your business.
Book a demo today to explore our agency solutions, branding packages, and scalable plans designed to help you grow with confidence.
Easily distribute leads to your downline agents with our built-in round-robin system—ensuring fair, automated, and efficient lead assignment for your entire team.
AgentAI responds instantly to customer inquiries—whether they come through email, text, or social media—saving you time and boosting engagement with 24/7 intelligent support.
Power up your outreach with our Three-Line Power Dialer. Built for high-volume call centers, it maximizes talk time and minimizes wait time. More speed. More conversations. More results.
Add team members or virtual assistants at no extra cost. Collaborate seamlessly and delegate tasks without additional user fees. Scale your support—without scaling your expenses.
Easily replicate your proven systems across your entire downline. Equip your agents with ready-to-use tools so they can focus on selling—not setting up. Duplicate success, streamline growth.
Automate your recruiting and onboarding with ease. Our built-in workflows help you attract new agents and keep the onboarding process seamless and consistent. Grow your team—without the manual hassle.
High-converting content included from Day 1—no extra cost, no effort. Just plug in and grow.
Get a 14-Day Free Trial of Builder CRM
Built for Agents. Powered for Growth. Ready When You Are.
Getting started with Builder CRM means stepping into a platform designed for immediate business growth.
From powerful built-in features to personalized onboarding and a fully customizable marketing system— no tech skills required—you’ll have everything you need to hit the ground running.
During your onboarding call, our team will tailor your CRM setup to match your unique workflow, so you can start leveraging automation, lead management, and sales tools right away.
After your 14-day free trial, you’ll continue with a $97/month subscription that includes all core features and ongoing support. As your business grows, optional upgrades are available to expand your capabilities.
Note: Carrier fees may apply for SMS and phone services, and we maintain full transparency so there are no surprises—ever.
Onboarding Process
Day 1
Start your 14 Day Free Trial to unlock immediate access to everything—automations, marketing assets, funnels, and more. Start generating leads, booking appointments, and scaling your practice from Day One—risk-free.
Day 13
You’ll get a friendly reminder that your trial is ending—no surprises, just transparency. By now, you'll have experienced the value: more leads, streamlined workflows, and real momentum in your business.
Day 14
Your card is charged, and you continue full access to a system that delivers results. For less than $3/day, you’re investing in a CRM that replaces multiple tools, saves hours, and drives revenue.
Why Top Advisors and Agents Choose Builder CRM?
Builder CRM Is Your All-In-One Sales and Marketing Platform
All of these tools are included with your account!
AgentAI
Train your AI assistant to handle lead follow-up and client communication—automated, fast, and personalized.
Pre-Built Automations
Launch faster with pre-built automations for lead follow-up, appointment booking, and client nurturing..
Unbeaten Speed-to-Lead
Get instant text and email alerts from Builder CRM the moment a new lead comes in—so you can respond without delay.
Complete Phone System
Increase outbound calling efficiency with our built-in power dialer—fast, effective outreach made easy. We’ll also help you get A2P verified.
Funnel Library + Builder
Build unlimited funnels with ease—access our library of 100+ ready-to-use templates to launch fast and convert faster.
Email Marketing Tools
Launch email campaigns with built-in tracking and analytics. Use our proven templates to create eye-catching emails that get opened and drive action.
Integrates with Everyone
Builder CRM integrates seamlessly with other CRMs, lead vendors, marketing tools, and social platforms—plus, connect to automation apps for endless possibilities.
Data Organization Tools
Organize contacts effortlessly with smart lists—customize segmentation and filters to target the right people at the right time.
Reputation Management
Track and improve your online reputation with built-in tools to collect reviews, respond to feedback, and build trust.
Social Media Marketing
Create standout social media posts with our AI content generator—including eye-catching graphics. Schedule across all platforms—even Reels—right from Builder CRM.
24/7 Support
Get 24/7 support via live chat, email, and direct phone access. Join our active community and attend weekly Zoom calls for expert guidance and real-time answers.
We’ll Build it For You
Maximize Builder CRM with our expert team—get custom automations and funnels built for your business. This add-on service handles the tech, so you can focus on growth.
Built to deliver 10X the value - for your growth, automation, and recurring income.
Get Instant Access - Start Your Trial Today!
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About Builder CRM?
Builder CRM is an AI-powered customer relationship management platform designed specifically for Financial Professionals and Insurance Agents. Built by the experts at RED Media, it streamlines lead generation, automates follow-ups, and simplifies marketing campaigns — all in one place. Trusted by agents across the country,
Builder CRM is quickly becoming the fastest-growing sales and marketing platform in the financial services industry — empowering professionals to close more deals, stay organized, and scale their business with ease.