Stop Losing Commissions to Missed Follow-Ups
Every lead deserves perfect timing. Every client deserves consistent care.
Your Google Sheets can't send birthday messages. They can't nurture leads automatically. They can't turn missed opportunities into closed deals. But Baymax CRM can.
You're Leaving Money on the Table
Every day without automation is costing you commissions. Here's what you're losing:
Lost Follow-Ups
80% of sales require 5+ follow-ups, but manual tracking means missed opportunities and lost commissions.
Wasted Time
Spending hours on spreadsheets instead of selling. Your time should be closing deals, not managing data.
Client Churn
Forgotten birthdays, missed anniversaries, and no annual reviews mean clients leave for agents who remember.
Overwhelm
Juggling leads, clients, policies, and renewals across multiple tools creates stress and mistakes.
Everything You Need. One Platform.
Stop piecing together multiple tools. Baymax CRM is your complete business operating system.
AI-Powered Automation
Let AI handle the heavy lifting while you focus on closing deals.
- AI phone answering and pre-qualification
- AI conversation bots
- Automated appointment booking
- Smart lead routing
Multi-Channel Communication
Reach clients wherever they are, all from one dashboard.
- SMS marketing campaigns
- Email automation with templates
- Integrated phone system
- Social media management
Never Miss a Follow-Up
Automated workflows that keep leads hot and clients happy.
- Automated birthday & holiday messages
- Annual review reminders
- Lead nurturing sequences
- One-click lead disposition
Professional Online Presence
Your complete digital storefront, ready in minutes.
- Fully customizable website
- Display state licenses automatically
- Booking calendars
- Custom forms and surveys
Complete Product Coverage
Pre-built workflows for every insurance vertical you sell.
- Final expense automation
- Mortgage protection flows
- IUL campaigns
- Medicare & health insurance
- Retirement planning tools
Training & Support
Never feel lost. We're here to help you succeed.
- Daily CRM training sessions
- Dedicated support team
- Video tutorials & guides
- Community of top producers
One Price. Unlimited Everything.
$99/month base platform fee with unlimited contacts. SMS and phone usage billed separately based on actual use.
Complete Business System
Everything you need to scale your insurance business
⚡ 14-Day Free Trial | 🔓 Unlimited Contacts | 💬 SMS & Call Usage Billed Separately
- Unlimited contacts & leads
- AI phone system with pre-qualification
- Automated SMS & email campaigns
- Professional website included
- All insurance product workflows
- Automated follow-ups & nurturing
- Birthday & holiday automation
- State license display
- Booking calendars & forms
- Social media integration
- Daily training sessions
- Dedicated support team
Or book a demo to see it in action
Ready to Stop Losing Commissions?
Be among the first NexGen agents to transform your business with Baymax CRM. Start your 14-day free trial today.