Marketing For Insurance Agencies & Agents Has Never Been Easier

Keep your client & lead contact details in one place and up-to-date while gaining actionable insight into your business’s sales operation – all from one CRM software solution for insurance agents & teams. Make use of your database by scheduling and sending text blasts, email newsletters, and segmenting your lists with our tag feature.

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Brannon East

Business Owner & User

★★★★★

“Where else can you get texting, email, phone, voice drop, in one platform?… I see this as the software of the future. Setting your internal team and your client’s up for success.”

Just a few reasons to use Hays Digital as Loan Officer

#1:Automate your business processes & tasks

Easily set up autoresponders, opt in workflows, follow ups on leads, and sending your clients notifications. Easily follow up with past leads and reignite cold ones! With Hays Digital it’s easy to automate everything you can think of from appointments, follow ups, and database reactivations.

#2: Setup unlimited calendars and start booking appointments

We’ve made creating self-booking calendars a breeze inside of the system. Simply choose your availability, confirmation messages, and the information you would like to collect from people wanting to book an appointment. You can even charge per appointment and send reminders to decrease your no-shows and bookings. You’re in complete control.

The perfect system to master the capture, nurture, & close process that will make the most out of your insurance leads.

#3: Make it extremely easy for your clients to contact you

One of most important features is a fully integrated sales conversation inbox that tracks messages, texts, calls, emails, Instagram DMs, Facebook & Google Messages, reviews and more in one place. Easy follow up on more than one channel and make your business more accessible to any potential client.

#4: Organize your business sales operations with pipelines

Our pipelines give you a true bird’s-eye view of the entire sales process and the management of your existing clients. This type of centralization allows you and your sales team to track and monitor each stage of the sales process from negotiation to sales status and beyond. Never let another precious lead fall through the cracks!

#5: Capture the information you need with our forms & CRM

Keep your customer contact details in one place and up-to-date while gaining actionable insight into your business’s sales operation – all from one CRM software solution. Our drag & drop form builder helps you collect and intake the client data you need for your funnels, operations, and onboarding needs.

And say goodbye to paying for extra tools!

Hays Digital will help you skyrocket your Google ranking

Once you close the lead, it doesn’t stop there. These clients are now vital because they are the voice of your brand. Happy clients create more happy clients through referrals and reviews. Potential clients love reading testimonials because it makes them feel like they are getting the REAL picture, not just what is marketed to them.

Our system will allow you to run your reputation management strategy through it an collect hundreds of Google Reviews to increase your local seo in your specific market.

Here are just a few of our features that can help your business take its growth to the next level!

Level-up your marketing strategy with the world’s most powerful automation software.

Our system is used by Industry Leaders in building a profitable life-changing businesses without any prior automation experience. Take your marketing game to the next level when you use the same training as multi-million dollar business owners.

Automate & start working on your business, not in it.

Hays Digital benefits the entire company. Sales teams will understand their pipeline and performance better, while marketing teams can make accurate forecasts with easy-to-understand logs. In fact, it also makes the overall communication within the company a lot simpler and more transparent. Teams can now set their goals and work from it with complete visibility! With our tag features, you can market & sales more efficiently.

Build automations that text back & opt in to your offers

Our simple setup & use of automation will help you stay top of mind in your market and save you time so you can do what you know how to do best which is serve your clients.

Build landing pages for each offer, product, or service

Build landing pages with our drag and drop builder makes designing an offer or opt in specific funnel easy! When you sign up, our coaches will help you design funnels on the fly to capture leads when you need them. We’ll build out marketing automation strategies for your offers!

Schedule all your appointment with calendars

Consolidate all of your appointments and automate reminders with our calendars features. Add your staff to manage and confirm the appointments. Sync your existing Google Calendar or Outlook to make your appointments on the go.

Get World-Class Automation Training When You Sign Up

Each LeadDragon user receives two 1 on 1 onboarding calls with a LeadDragon Growth Coach. This ensures you maximize each feature and strategy for your business goals. Never feel frustrated about “figuring out” how to use software again. We’re renown for customer service!