Better leads, Better Tech and MORE sales

Sign Up Today - Get Started Instantly

Chat bot
Full Access

Campaigns
Funnels/Sites

Training Library
Digital Training

FB AD Launcher
Expert Support

Swayze CRM
Full Access
Campaigns
Funnels + Sites
Training Library
Live Trainings
FB Ad Launcher
24/7
... much more

Top CRM for Life and Health Insurance Agents

Swayze CRM Offers Fully Automated, Plug-and-Play Solutions to ACTUALLY grow your business

Swayze CRM: Built for Agents Like You

Effective AND Simple

You don't need to be a Tech Guru to use Swayze CRM. We have built our platform with the Insurance Agent in mind. This means our primary purpose is to provide you with a prebuilt solution, that works, and are easy to set up. Your primary focus should be closing! Everything is Drag and Drop and simple to use and understand.

Automations That Convert: Proven Through A/B Testing

Every campaign has prebuilt automations, funnels, websites, emails, drip campaigns, pipelines, and workflows that have been proven to be effective through many A/B testing over years.

Simply pick your campaign and press start to start converting your new and old leads into sales.

Custom AI Solutions and Live Support

Most Agents are not bot experts, nor should they be

Have you had a bad experience using A.I bots in the past with other software's?

Here's why:

There is no one size fits all solution for bots.

Each bot must be crafted and tailored specifically to the agents business, schedule, personality, wants/needs and call to action.

BONUS

Sign up today, complete our bot builder form, and we will build the bot for you and deploy it!

Load and Go Automations

Our goal is to keep your CRM clean, simple, effective, and clutter-free. This is why we built our Load and Go feature that allows you to load the automations you actually want to use. Simply click the campaign you want to load into your Swayze account, watch the set-up video, and go.

Here our are current campaigns you can choose from:

ACA
Final Expense

Medicare
Mortgage Protection

Recruitment
Annuity/Retirement

ACA
Final Expense
Medicare
Mortgage Protection
Recruitment
Annuity/Retirement

Facebook ADs Launcher, with PROVEN Ads (that actually convert)

Our goal is to keep your CRM clean, simple, effective, and clutter-free. This is why we built our Load and Go feature that allows you to load the automations you actually want to use. Simply click the campaign you want to load into your Swayze account, watch the set-up video, and go. Here are some of our supported AD campaigns

ACA
Final Expense

Medicare
Mortgage Protection

Recruitment
Annuity/Retirement

ACA
Final Expense
Medicare
Mortgage Protection
Recruitment
Annuity/Retirement

Expert LIVE Zoom Support

Never have to wait for help and support again. Simply click a button and chat with our support team at any hour of the day or night. We take support very seriously! Many of the "other guys" out source their support to third party vendors. The result is typically, less than satisfactory. We are proud that our support staff is in-house. Here are a few things our support team can assist with:

Account Set-Up
Trouble Shooting

Billing
Questions/Answers

Custom Build Consults
Integrations

Account Set-Up
Trouble Shooting
Billing
Questions/Answers
Upgrade/Downgrade
Integrations

Comprehensive Training on Demand

What Good is an CRM if you don't know how to use it? We have put training videos in easy to find locations of our system. This way if you don't know how to use something it's easy to figure it out. We also have traditional training library where you can truly master the art of sales, marketing, and tech. If you so desire

Training Library
Swayze Training

Advanced Building
Facebook AD Mastery

Guided On demand Tours
VA Training

Training Library
Swayze Training
Advanced Building
Facebook AD Mastery
Guided On demand Tours
VA Training

Daily LIVE courses to arm you with a war chest of skills

We saw a huge gap in the insurance industry. Training! Everyone is a "guru" and wants to either recruit you or charge you $$$ for their "secret sauce." We pay industry leaders to provide actual training on a daily basis so you can improve your sales, marketing, or tech abilities. This is included in our plan and costs nothing to attend. No commercials, no pitches- just value!