Top CRM for Life and Health Insurance Agents
Swayze CRM Offers Fully Automated, Plug-and-Play Solutions to ACTUALLY grow your business
Swayze CRM has MERGED with DFY CRM
What does this mean?
If you are interested in signing up for Swayze CRM simply click the button below and sign up for DFY CRM. DFY CRM has ALL of the same features, services, and support as Swayze CRM. The only difference is the website address you use to login to your CRM
What about Existing Users?
We recommend you transfer your subaccount by clicking the button below. All of your automations, phone numbers, conversations, etc. will remain exactly in tact- the only difference is the URL you log into.
If you wish to stay on the swayze platform you may do that as well. We will still provide the same support, attention, updates, and communication as before.
What is the future for Swayze CRM?
Swayze CRM will still exist but it's primary focus will be it's enterprise offer to large agencies and IMOs that want to provide high level, under their brand, without dealing with the headache of provding, support onboarding, and building out systems. If you are interested in our Enterprise offer click the button below
Swayze CRM
Full Access
Campaigns
Funnels + Sites
Training Library
Live Trainings
FB Ad Launcher
24/7
... much more
Swayze CRM
Full Access
Campaigns
Funnels + Sites
Training Library
Live Trainings
FB Ad Launcher
24/7
... much more
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!
Monday Mindset
Telesales Mastery
All things ACA
Tuesday + Thursday Townhall
Monday Mindset
Life Telesales Mastery
All things ACA
Tuesday + Thursday Townhall
Comprehensive Facebook Ads Launcher
Anyone can use deceptive ads to get a low cost per lead... We create ads that will: Attract INTERESTED Prospects, Add Friction to decrease "tire kickers", increase conversions, decrease chargebacks.
Cost per lead is important but more important is cost per acquisition.
This is our primary focus- ads that help you close deals at a reasonable rate
Automation and Funnels That Convert
Anyone can use deceptive ads to get a low cost per lead... We create ads that will: Attract INTERESTED Prospects, Add Friction to decrease "tire kickers", increase conversions, decrease chargebacks.
Training Library & Daily Live Courses
Swayze CRM is a one-stop shop for ANY agent in the life and health space. We offer complimentary live courses to help agents learn, adapt, and grow in an ever changing landscape.
Our goal is to provide real community and value to all Swayze users.
The Ultimate Course to Master ACA
Led by ACA Expert Aaron Arenbart Wednesdays 3PM EST
Master Selling Life Insurance via Phone
Led by Industry Expert Andre Vandenbroeck Tuesdays 3PM EST
On Spot Training and Support
Led by Internal Swayze Team Tuesdays 2PM EST
Medicare Mastery
Led by Medicare Expert Justin Crosby Thursdays 3PM EST
On Spot Training and Support
Led by Internal Swayze Team Thursdays 2PM EST
Monday Sales Mindset
Led by Top Business Coach Joey Drolshagen Mondays 11AM EST
Our Promises to ALL new Clients
1. We will help launch your first Facebook Ad (when you are ready)
others charge $797 (INCLUDED)
2. We will help set-up and optimize your Swayze account
others charge $197 (INCLUDED)
3. We will build you a tailored A.I bot to serve your specific needs/wants
others charge $997 (INCLUDED)
4. We will help work your Facebook leads when you can't. (If you want)
others charge $500 (INCLUDED)
$2491.00
You pay $97
($97/month)
Get Started Instantly
Hop on our Weekly Group Demo for Swayze CRM. Held Fridays 11AM EST
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