BUILT FOR INSURANCE
The #1 Automation And Appointment Setting Platform For Insurance Agents
The first ever platform built to manage agent's follow up. Built in two-way texting, pipeline, scheduling, and so much more.
EVERY INSURANCE TOOL IN ONE PLATFORM
Your End-To-End Funnel Marketing Solution
Done-for-you forms and funnel pages to capture leads, user & automated sms, email, phone calls, voicemails, and Facebook Messages to nurture leads through custom pipelines, converse with leads & clients via text, phone, and Facebook Messenger (all in one stream!), and more!
Prebuilt and Customized Websites As Soon As You Create An Account
Get access to our growing list of insurance website templates.
All the Forms, Analytics, and Surveys Done For You.
Our platform is built specifically for the insurance industry - you don't need to make anything... Just lock in and get and ready for take off.
Set More Appointments™
Book leads directly to your online calendar and provide a seamless booking experience within your automations.
Convert Leads With Robust Automations
Build custom nurture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.
Converse With Leads & Customers In One Place
Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages. Two-way text included!
Build & Manage Your Online Reputation
Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.
Complete Advanced Analytics Dashboard
The ability to track the ROI and Leads in a pipeline has become even easier through our advanced Dashboard. Track stats such as appointment rates, campaign effectiveness, and even response rates!
Insurance Agents Love Switchboard