All in One Sales & Marketing Platform for Life Insurance Agents
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"FINALLY!
a crm built for life insurance agents by agents!"
we are here to provide you with all the necessary tools to succeed. Whether you prefer in-home, Zoom, or phone appointments, Baymax CRM has got you covered. With just one click, around 80% of your outreach is automatically and systematically done for you! Every tool that you need to market yourself is included, such as SMS and email marketing for all Life Business, even in Spanish! If you give us an opportunity, you won't regret it. Baymax CRM is the last CRM you'll ever need!
My Trusted Advisor Profile
We use your Name, License Number, Phone Number, States Licensed, Picture & About Me section to increase credibility, and establish authority.
Complete Dashboard
You'll be able to see the ROI and leads in your pipeline with our advanced Dashboard. See stats such as appointment rates, campaign effectiveness, response rates!
one click automations
Our innovative 'One Click Automations' empower you to simplify your workflow. No more juggling complex tasks or spending precious time on repetitive actions. With a single click, you can effortlessly trigger personalized messages, schedule appointments, and automate vital processes across your CRM.
🚨All Messages are customized based on the type of lead! Available for: Final Expense, General Life Insurance, Mortgage Protection, Annuity, Index Universal Life. Available in Spanish! 🚨
Comprehensive Marketing Drip Campaigns
Our robust collection includes everything from Ethos Life email and SMS drips to campaigns tailored for final expense, life insurance, retirement planning, voicemail drops, email marketing, SMS marketing and social media marketing.
Pipelines
Baymax CRM empowers you with customizable pipelines to tailor your sales process according to your needs. Create, manage, and track leads effortlessly. Whether it's managing prospects, nurturing opportunities, or sealing the deal, our pipelines give you the flexibility to craft your unique path to success.
Final Expense Pipeline
Facebook FEX Pipeline
Life Insurance Pipeline
Mortgage Protection Pipeline
Annuity Pipeline
IUL Pipeline
Revolutionize Your Outreach with
A.i
Seamless AI-Powered Communication
Our AI capabilities empower you to engage with clients effortlessly across SMS, email, social media, and more. From creating personalized messages to automated responses, we’re here to streamline your interactions and keep your clients engaged.
Social Media Planner
Boost Your Presence Across Top Social Media Platforms
With Baymax CRM, you gain access to a comprehensive Social Media Planner that empowers your digital marketing. Seamlessly manage your content on Google, Facebook, Instagram, LinkedIn, Twitter, and TikTok. Elevate your online presence and engage your audience effortlessly.
Digital Business Card
Share your contact information, calendar, website and your social media with Your clients.
One-Stop Access
Carrier links
Quoting Links
Cheat Sheet
Insurance Toolkit
Quickly Send Quote
Live Chat Support
Spanish Automations
Start Automation
Appointment Reminders
Application Automations
Quote Automations
Follow Up Automations
Non-Responsive Campaigns
PRODUCER
$99
PER USER, PER MONTH
no set up fees!
Everything you need to Succeed, as a Producer
Smart CRM
Email Marketing
Custom pipeline
SMS Marketing
My Trusted Advisor website
AI Appointment Bot
Social Media Planner
Power Dialer
Quick quote and underwriting tools
Digital Business Card (link tree like)
1 click Automations
Funnel & Website Builder
Form & Survey Builder
Weekly Zoom Q&A
Mobile App
Pay-Per-Use Pricing
A2P Registration Included!
TOP
PRODUCER
$199
PER USER, PER MONTH
no set up fees!
Done-With-You System.
Have it your Way!
Everything in Producer included +
Zoom Support
Dedicated Rep for Uploading, Tagging & Creating Smart List
Done-With-You Setup & Organization
Create Custom Campaign
Create personalized Automations
Lead Management
Google Integration and Configuration
API Integrations, Zapier, kixie, CallTools, PhoneBurner, & More!
CRM Knowledge
Base, Email, & Zoom
A.I Support
24/7 Live Chat Support
MARKETING PRODUCER
$499
PER USER, PER MONTH
$999 Set up Fee!
Complete Done-FOR-You Ads Management System
🔥Fire your Lead Vendors!
Become your own Lead Vendor!
Everything in Top Producer Included+
Work side by side with Marketer!
We manage everything for you!
Personalized Ad Campaigns
Sales Support
1 on 1 Weekly Meetings.
Everything is Tailored to you!
Final Expense Ads
Mortgage Protection Ads
Annuity Ads coming soon
IUL Ads Coming Soon.
EVERYTHING INCLUDED ALL IN ONE PLACE!
Where Every Marketing Tool Meets Your Ambitions.
Policy approved Automations
Follow up Campaigns
Revive Campaigns
Ethos Email Marketing Drips
Birthday & Holiday Email/SMS
Funnel & Website Builder
Form & Survey Builder
Unlimited Contacts
Google Sheet Integrations
Chat Widget
Final Expense Pipelines
Life Insurance Pipeline
Mortgage Protection
Facebook Leads Pipeline
Unlimited Campaigns
Onboarding
CRM Training
USAGE
Text: $0.0083 ea.
Email: $0.0007 ea.
Making Calls: $0.0147/min.
Receiving Calls: $0.089 /min.
Toll-Free Number: $2.50 ea.
Local Number: $1.50 ea.
Systems & Software Foundational
To Every Business
Sales
funnels
$297+/month
Pipeline Management
$99+/month
Marketing
$99+/month
Workflow Automation
$49+/month
Website
Builder
$29+/month
That's $563+/Month Per User For All The Necessities To Run An Insurance Business.
For a much cheaper price, Baymax CRM includes all this and MORE!!!
Your Insurance Business Needs Baymax CRM!
Scalable CRM Solutions
Enhanced Customer Relations
Easier Customer Data Access
Improved Customer Data Analysis
Simplified Invoicing
Greater Workflow Efficiency
Improved Cross-Selling and Upselling
Streamlined Agent Performance Tracking
Optimized Marketing Strategies
Consolidated Social Media Management
Ready To Close More Deals?
Start your 14 day free trial!
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