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Powerful, easier and faster

All in One Marketing Platform for Life Insurance Agents

"FINALLY! A CRM BUILT FOR LIFE INSURANCE AGENTS BY AGENTS!"

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Unique features

100% Designed for Life Insurance Agents

One Click Automations

Automated you're outreach with a click of a button.

Voicemail Drop

Send pre-recorded voicemails effortlessly.

Forms & Surveys

Create and share custom forms and surveys.

Google My Business

Manage your Google Business profile easily.

Personalized Campaigns

Tailored Email and SMS follow-up campaigns.

SMS Drips

Automate SMS sequences for ongoing engagement.

Calendars

Schedule and manage appointments seamlessly.

Facebook Leads

Capture and nurture leads from Facebook.

A.I

Conversation AI, booking bot, Employee AI, Chat GPT and more...

Social Media Planner

Plan and schedule your social media posts.

Phone System

Integrated phone system for seamless calling.

Tracking & Analytics

Monitor performance with detailed analytics.

Email Drips

Automated email sequences for engagement.

Website Builder

Build sales funnels & websites to convert leads.

Mobile App

Manage your CRM on the go with our app.

Agent Reporting

Detailed performance reports for agents.

Every tool you could possibly need!

MY TRUSTED ADVISOR WEBSITE
We use your Name, License Number, Phone Number, States Licensed, Picture & About Me section to increase credibility, and establish authority.
Show case you license & about me
Personalized About me page, landing pages, Link tree page and more...
Personalized Website
We use your Name, License Number, Phone Number, States Licensed, Picture & About Me section to increase credibility, and establish authority.
View My Trusted Advisor Website
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!
PIPELINES
Whether it's managing prospects, nurturing opportunities, or sealing the deal, our pipelines give you the flexibility to craft your unique path to success.
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.
Automated Follow-Up & Client Nurture
Text Blasts & Lead Drip Campaigns, Call Recording, Ringless Voicemail drops, Power Dialer - Easy to Deploy, Client Management Folders
Never miss a conversation
Drip Campaigns for Final Expense, Mortgage Protection & Internet Life Leads, IUL, Retirement, Birthday, New Years & All Major Holidays
Converse With Lead In One Place
Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages.
SIGN UP TODAY!

Easy integration with popular platforms

Experience the power of easy integration with Baymax CRM today and unlock endless possibilities for your business.

Facebook
Instagram
Google
Google Drive
Whatsapp
Google Sheets
Phone Burner
Wavv
Kixie
mailchimp
LinkedIn
TikTok
Zapier
X
Zoom
Icloud
Outlook
YouTube

Best plans, pay what you use

Freedom and flexibility to scale your usage as your business grows.

Featured Plan

PRODUCER

Do it my self
$99/Month

All the Tools you need to Succeed as a Life insurance Professional

  • 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
  • Easy one click carrier info
  • Digital Card (link tree like)
  • 1-click Automations
  • Funnel & Website Builder
  • Form & Survey Builder
  • Daily Zoom Q&A
  • Mobile App
  • Pay-Per-Use Pricing
  • A2P Registration Included
  • Automated Follow-Ups
  • Appointment Reminders
  • Call Recording and Tracking
  • Client Retention Management
  • Referral Program Automation
  • Training & Resource Hub
Learn More
Featured Plan

MARKETING PRODUCER

Do it with me
$199/Month

Everything in Producer +

  • Live Lead Gen Support (Mon-Thu)
  • Facebook & Social Media Ad Support
  • Ad Copy, Creatives, and Strategy
  • Pixel & API Conversion Setup
  • Done-With-You Campaigns
  • Dedicated Rep for CRM Management
  • Custom Automations
  • Funnel Review & Optimization
  • Advanced API Integrations
  • Sales Funnel & Ad Library
  • 24/7 CRM & Tech Support
  • Weekly Strategy Calls
  • Carrier-Specific Funnels & Ads
  • Sales Coaching & Strategy Support
  • Awareness & Organic Traffic Campaigns
  • Google My Business (GMB) Optimization & Listings
  • Email Marketing Guidance
  • Audience Building & Targeting Assistance
  •  
Learn More

MARKETING AGENCY

Done for me
$499/Month

Everything Included+

  • Fully Managed Facebook Lead Generation
  • Personalized Ad Campaigns
  • Dedicated Ads Account & Pages
  • 1-on-1 Weekly Meetings
  • Final Expense Ads
  • Mortgage Protection Ads
  • Annuity Ads (coming soon)
  • IUL Ads (coming soon)
  • Full Campaign Management (Launch to Optimization)
  • Landing Page Creation & Optimization
  • Custom Lead Nurturing Automations
  • Performance Reporting & Analytics
  • Competitor Ad Analysis
  • Exclusive Access to New Ad Templates & Funnels
  • Continuous A/B Testing for Ads & Pages
  • Scaling Strategies for High-Performing Ads
  •  
Learn More

Not sure if this is right for you? Book a Demo

BOOK A DEMO
MESSENGER
Send a message to multiple people with one click.
✅ Send Quotes
✅ Send Policy Details
✅ Send Pending Lapse Notice
✅ Birthday & Holiday's

Reply back in Multiple networks
✅ SMS
✅ Email
✅ WhatsApp
✅ Facebook Messenger
✅ Instagram Messenger
✅Reply Back to Comments
Save time with using contact fields in templates.
Schedule your texts to be sent at a later date and time.
DIALER
Enable users to call their contacts directly from the platform and Mobile App.
✅ A2P Support Included
✅Call Recording
✅ Toll Free & Local Numbers Available
✅ Call Tracking & Analytics
✅ Ringless Voicemail Drop
✅ Employee AI
✅ IVR System
✅ Blind & Warm Transfer
✅ Power Dialer
EMAIL MARKETING CAMPAIGNS
Place contacts into email marketing campaigns, ensuring a continuous nurturing process.
✅ Life Insurance
✅ Final Expense
✅ Ethos Marketing
✅ Retirement (Annuity)
✅ Mortgage Protection
✅ IUL
✅ Health
✅ Medicare
SOCIAL MEDIA PLANNER
Keep your social presence active by publishing posts across multiple social media networks at once!
✅ Upload bulk social posts with CSV
✅ Review and approve posts before posting
✅ Leverage the comprehensive collection of Templates
✅ Generate evergreen content with AI
ARTIFICIAL INTELLIGENCE A.I
Use A.I all across the CRM
✅ Content AI
✅ Workflows AI
✅ Conversation AI
✅ Reviews AI
✅ Scheduling Bot
✅ Voice AI
✅ Funnel AI
✅ Image Generation AI
✅ Employee AI
✅ Chat GPT integration

Start Your Journey with Baymax CRM

GET STARTED