Swayze DFY Demo

Friday @ 11 AM EST

Swayze DFY Demo

Friday @ 12PM EST

Life/Health Agents

Swayze CRM, the CRM designed to actually make you money

Find out more

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Swayze CRM is a game changer

Plans for all budgets and needs stand-alone, advanced, and done-for-you

Built by industry leaders in marketing and automations

ACA, Medicare, Final Expense, Mortgage Protection, Annuities, and recruitment campaigns available for ALL plans

Daily Zoom Trainings/Support calls

Access to TOP lead vendors in lead store at discounted rate. (Leads drop directly into Swayze)

Custom built A.I Bots available for every campaign

Real AD Results

Our Facebook ADs are proven and built by expert marketers. Whether you want us to launch/manage your ads for you in the DFY plan or if you simply want to use our ads we have a low cost per lead and winning automations to compliment the incoming leads

New ADs added in our library weekly

Learn how to create your OWN ads in our trainings

Have the Swayze team fully manage and CRAFT your EXCLUSIVE ads to your brand in our DFY Package

We have helped hundreds of agents with our AD systems and programs!

Swayze Users

Cool Features

Swayze 3-Line Dialer

If you are doing outbound telesales, a 3 line dialer is a must. It's simple math: Triple your dial rate, triple your answer rate, triple your closing rate

Available add on to all plans

Dial up to 1200 outbound calls per day

Unlimited flat rate dialing

Easy Dialing Integrated directly with Swayze

Advanced monitoring and call reporting

FB Ad Launcher

Swayze CRM is an industry leader in Facebook Marketing. Use our prebuilt ads that are proven and a/b tested. Launch in a few clicks and start closing more deals

Included in ALL plans

Proven A/B tested ADs pre created for you

Launch ads in a few clicks from within CRM

FEX, ACA, Mortgage Protection, Recruitment, Annuity, and Medicare Ads

Manage ADs from within Swayze

No need to learn or use Facebook ad manager!

Lead Store

We provide agents with everything they need to succeed including access to partner lead vendors. Simply place and order and receive leads directly into your pipelines

Included in Advanced and DFY Plans

Access to TOP Lead Vendors at DISCOUNTED rate

Integrated fully with Swayze CRM (leads drop right into your pipelines and automations)

Wide range of lead types and campaigns

$26 ACA Enrollment Leads, $3 ACA,FEX, and Medicare Leads, Inbound Calls

Fill large orders quickly

Support

Support is our top priority. We have live reps waiting in a zoom room for you to come in and ask for help or resolve any issues you may encounter.

Included in ALL plans

Daily Zoom Calls M-F

Guided Tours within CRM

A2P Registration done-for-you!

Ticketing System

Live Support Chat

Community Chat inside Swayze

Ease of Use

Swayze CRM has the top automations in the industry. Our automations have been used and imitated by many of our industry competitors. Our prebuilt campaigns are easy to deploy and are highly effective.

Included in ALL plans

Pick and Choose the Automations you want (reduce clutter)

Load Campaigns in 1 click

Guided Set-Up videos

New Campaigns added monthly

Campaigns included recommended ADs from Launcher

FEX, Medicare, Agent Recruitment, Annuity, ACA, Mortgage Protection

Plug and Play Campaigns Built for You

Read about our ACA Campaigns Here

ACA

Our ACA Campaign includes everything you need to compliantly enroll ACA clients inside and outside of OEP. Here are some core features included.

Winning AD Copy/Creatives you can launch directly from CRM

6 Step Health Enrollment Funnel designed to capture -

Signed Consent, Health Application, Signed Attestation (separate timestamp), SSN and Spousal SSN (if applicable), Bonus Information (medications and plan specific requests), Cross Sell Opportunities

Incentivized Referral Request Pipeline - every lead that goes through the application is automatically put into a referral funnel. Swayze CRM is able to track all referrals in our referral tracking pipeline so you are easily able to track payouts. Referral request automations are also available for clients who do not qualify for ACA plans

SMS and Email Drip campaigns to get unresponsive leads to finish application process

Welcome Email/SMS and Retention Campaigns

ACA Caller System - We have trained callers who can dial your ACA leads and: collect verbal consent, verbal attestation, and verbal application. Caller(s) can also help retain your book, & collect missing documents (income/citizenship). You can purchase your trained caller directly within Swayze CRM

ACA has been through a lot of regulation changes this last year, one of the primary benefits of using Swayze CRM for your ACA campaigns is we are able to keep up with CMS changes and push out updates quickly to ensure your complaince

Read about our Medicare Campaigns Here

Medicare

Our Medicare Campaigns are built with compliance in mind! Included is:

a digital SOA form we drive traffic to that automatically updates signature/information into a generic SOA for your records.

Included is also the ability to record calls or send SOA via form while on call with client. We have automations that place clients who have been scoped in a 48 hour waiting stage.

Our goal is to ensure you are complaint and making sales consistently

Winning AD Copy/Creatives you can launch directly from CRM CPL consistently under $5 with a 5-10% average closing rate for agents working their leads (results vary from agent to agent)

SOA Signature Survey

2 Step Funnel for SOA to Self-book CTA (48 hours later)

Med Sup Funnel with no SOA

SOA Needed Pipeline, Have SOA pipeline, and Med Sup Pipeline

Drag and Drop Calling Pipeline with A.I Booking Bot SMS feature

Read about our Final Expense Campaigns Here

Final Expense

Our Final Expense Campaign is the ultimate campaign for FEX telesales. Our facebook ads are consistently under $5 for statewide campaigns. This campaign drives traffic to a 2 step funnel with an extensive risk assessment form and then a page where leads can self book an appointment. The risk assessment survey is meant to make quoting easier for the agent as well as separating lower intent leads from higher intent leads.

Drip campaigns for SMS/Email tailored to type of client and stage they are in

Winning AD Copy/Creatives you can launch directly from CRM - Cost Per lead consistently under $5

2 Step Funnel with "Risk Assessment" survey with conditional logic & self booking page

Drag and Drop Outbound calling pipeline with A.I Booking bot incorporated into system

Extensive SMS/Email drip campaigns designed to get leads to either complete risk assessment or book appointment with agent

Winning AD Copy/Creatives you can launch directly from CRM

Retention and cross sell campaigns

Click to Call Funnel to generate Inbound calls

Read about our Agent Recruitment Campaigns Here

Agency Recruitment

Are you trying to build your downline or LOA model? Our agency recruitment campaign is perfect for you to grow your team. Included in this campaign is:

a recruitment website that is customizable with the call to action to book zoom or phone call meetings with you or your recruitment team.

Included are all the necessary automations, pipelines, to acquire new talent AND onboard new clients.

Winning AD Copy/Creatives you can launch directly from CRM Cost Per lead consistently under $5 Cost per Acquisition Averaging $20-30

3 Step Recruitment Funnel

Acquisition Pipeline with No-Show Campaigns

Onboarding/Contracting Pipeline supports independent agents and LOA agents

Email/SMS drip campaigns for unresponsive leads

Read about our Mortgage Protection Campaigns Here

Mortgage Protection

Our mortgage protection campaign is a fantastic campaign for life agents that are trying build a more stable book of business via mortgage protection. We are consistently generating high intent leads of home owners that want to protect their mortgage.

Winning AD Copy/Creatives you can launch directly from CRM Cost Per lead consistently under $5

2 Step Funnel - Survey to qualify lead and gage intent and self booking page

Calling Pipeline with A.I booking bot

SMS/Email Drip Campaigns tailored to the lead and where they are at in the sales process

Read about our Retirement Planning Campaigns Here

Annuity/Retirement Planning

Our annuity/retirement planning campaigns focus on finding leads who have retirement accounts such as 401(k) via facebook. We are generating leads consistently under $5 and are collecting information such as: when they plan to retire, how much they have saved etc. This includes a 2 step funnel with survey to qualify lead /gage intent + self booking page for retirement strategy call

Winning AD Copy/Creatives you can launch directly from CRM Cost Per lead consistently under $5

2 Step Funnel - Survey to qualify lead and gage intent and self booking page

Calling Pipeline with A.I booking bot