Setup Your Insurance Website

In a digital-first world, your website is often your first impression—and it either builds trust fast or costs you opportunities. In this training, we walk through the pre-built Agent CRM funnels (websites) that come with your account, how they’re automatically branded through the Customizer, and how to connect a custom domain so your links look polished and professional.

You’ll see what’s included inside each funnel (homepage, calendar page, privacy policy, terms, document upload), how to preview and edit pages, and how to quickly upgrade from a “long ugly link” to a clean branded URL like:
yourdomain.com/book

⏱️ Timestamps
0:00 – Why professional websites matter for credibility
0:40 – What Agent CRM websites/funnels include (multiple insurance lines)
1:02 – Funnel overview and how Customizer auto-brands everything
2:53 – Calendar page link: cleaner, more professional scheduling experience
3:07 – Privacy policy + terms (FCC/A2P compliance foundations)
3:52 – Opening the funnel editor (behind-the-scenes view)
4:30 – Custom values + Customizer = auto-filled content
6:33 – Desktop vs mobile are edited separately (important warning)
7:37 – Starter subdomain provided (when applicable)
8:01 – Domains: using yours vs buying one inside Agent CRM
11:34 – Connecting domain to funnel + selecting the homepage
12:50 – Cleaning up slugs (example: /book for calendar page)
13:42 – Final step: update your Customizer calendar link to the branded URL
14:24 – When to use Quick Fix calls vs Pro expert help

✅ What You’ll Learn
Where to find your pre-built website/funnel assets in Agent CRM
What pages come included (homepage, calendar page, policies, uploads)
How the Customizer automatically injects your:
Logo
Brand colors
Photo
Bio
Testimonials
Social links
How to preview pages properly (editor vs preview mode)
How to connect a custom domain:
Purchase inside Agent CRM, or
Connect one you already own (GoDaddy, etc.)
How to create clean links like:
yourdomain.com
yourdomain.com/book

📌 Key Notes / Warnings
Desktop and mobile views are built separately.
If you edit one, it does not automatically update the other.
Don’t modify embedded code unless you know what you’re doing.
Some animations and features rely on those elements.
Your calendar page won’t work correctly until your calendar setup is complete.
If your calendar isn’t published/configured yet, finish the calendar setup first.

🎯 Recommended “Professional Link” Setup
Publish your funnel homepage on a clean domain
Rename your calendar step slug to something simple like: /book
Update your Customizer calendar link to point to the branded page (not the raw system link)

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📢 Resources & Next Steps:
🔗 Start Your 2-Week Free Trial: http://www.agent-crm.com/?fpr=youtube
🛠 Get Pro Help https://www.agent-crm.com/pro
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