ATTENTION: ALB Insurance Agents
All in One Sales & Marketing Platform for Life Insurance Agents
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"FINALLY!
a crm built for life insurance agents by agents!"
My Trusted Advisor Profile
We use your Name, License Number, Phone Number, States Licensed, Picture & About Me section to increase credibility, and establish authority.
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
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.
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
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.
Revolutionize Your Outreach with AI
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
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.
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!
Social Media Planner
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
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
MARKETING PRODUCER
$199
PER USER, PER MONTH
DONE-WITH-YOU System.
Have it your Way!
Everything in Producer included +
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
MARKETING AGENCY
$499
PER USER, PER MONTH
$999 Set up Fee!
Complete DONE-FOR-YOU Ads Management System
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
🔥Fire your Lead Vendors!
Become your own Lead Vendor!
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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