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Better leads, Better Tech and MORE sales

Our Free Trial and Early Adopter Pricing ENDS July 31st. Get in While You Can!

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Sign Up for a 14-Day FREE Trial - Get Started Instantly

  • Chat bot DFY

  • 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.

Drag and Drop

Custom AI Solutions and Live Support

Multichannel Chat Bot
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!

WATCH BELOW

See WHY WE ARE Industry leaders with A.I and Bots

BONUS 100% Done-For-You

Sign up today and Get a custom bot built for you! Simply complete a form and we will handle the rest

load and go

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

a/b test

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

24/7 Support

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

Training Library

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

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

Bad Facebook Ads

Good Facebook Ads

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.

Good InsuranceFunnels

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

All things ACA live course

Led by ACA Expert Aaron Arenbart Wednesdays 3PM EST

Master Selling Life Insurance via Phone

Life Telesales Mastery Live Course

Led by Industry Expert Andre Vandenbroeck Tuesdays 3PM EST

On Spot Training and Support

Tuesday Town Hall Live Course

Led by Internal Swayze Team Tuesdays 2PM EST

Medicare Mastery

Hello Medicare Sales Live Course

Led by Medicare Expert Justin Crosby Thursdays 3PM EST

On Spot Training and Support

thursday town hall live course

Led by Internal Swayze Team Thursdays 2PM EST

Monday Sales Mindset

Monday Mindset Live Course

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 $0

($97/month after 14 Day Trial)

Get Started Instantly 14-Day FREE Trial

Our Free Trial and Early Adopter Pricing ENDS July 15th. Get in While You Can!

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Claim Your Free Trial
Onboarding Instructions

Hop on our Daily Group Demo for Swayze CRM. Held Daily 11AM EST

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