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.


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.

  • Recruiting
  • Debt Free Life
  • Mortgage Protection
  • Final Expense
  • Generel Life Insurance

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.

  • Funnels - Added to your account within minutes
  • Custom Domains - Are available to set up

Set More Appointments™

Book leads directly to your online calendar and provide a seamless booking experience within your automations.

  • Specific Calendars For Each Product Type
  • 1 Click Bookings
  • Integrate Calendar (Google, Outlook )

Convert Leads With Robust Automations

Build custom nurture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.

  • 2 Way - SMS Messaging
  • Ringless Voicemail - Voicemail drops
  • Emails - For Drip Campaigns
  • Messenger - Convert more leads
  • Webhooks - Integrate with Zapier and more

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!

  • All-in-1 Conversation Flow
  • Centralized View - Email, SMS, Messenger, Calls
  • 1-Click Appointments or Add to Campaigns

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.

  • Get More Reviews - Email/SMS Request
  • Monitor Your Reviews on Google and Facebook

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