SwiftCard for insurance

Every conversation becomes a contact in your book.

Community events, referrals, walk-ins — one tap and their name, phone, and email are in your pipeline with automatic, opt-in follow-up that keeps you top-of-mind at renewal time.

Free to start · No app for them to download · Live in 60 seconds

Exactly what they see when they open your card
9:41
Alex Morgan

Alex Morgan

Realtor®

Coastline Realty

(415) 555-0188alex@coastlinerealty.comcoastlinehomes.com
1200 Ocean Ave, San Francisco, CA 94122

Save Alex's contact

One tap adds them to your phone contacts — no app needed.

Share your info with Alex

Your name *
Your phone number *
Your email (optional)
Quick message (optional)
Text me follow-ups (optional). Msg frequency varies. Msg & data rates may apply. Reply STOP to opt out.

Swift Links

View page →

Bay Area homes, from first tour to closing day. Let's find yours.

Sound familiar?

Leads cost a fortune

You pay per-lead prices for shared internet leads while the people you actually meet slip away unrecorded.

Renewal-time amnesia

Prospects you met in March can't find your number in November when their premium jumps.

Compliance anxiety

Texting prospects is powerful and risky — consent needs to be captured properly, every time.

Built for the way you work

One card, everywhere insurance agents win business.

Community events & booths

A QR on your table turns foot traffic into typed, accurate contact details — no fishbowl of business cards.

Referral partners

Realtors and lenders share your card with one tap; you see exactly which partner sends you business.

Opt-in texting, built right

The share-back form includes a TCPA-compliant consent checkbox — never pre-checked — so your follow-up texts are permission-based.

Automatic touchpoints

Sequences send your check-ins and renewal reminders on schedule, from you, without you.

Every policy line, one page

Auto, home, life, commercial — your Swift Links page lays out what you write with a quote button for each.

Agency-wide cards

SwiftCard Office keeps every producer on-brand with their own book of captured contacts.

Questions insurance agents ask

How do I capture a prospect's information?+

They scan your QR or tap your card, then use "Share your info" — name, phone, email land in your SwiftCard contacts with the time and source attached.

Is the follow-up texting compliant?+

The consent checkbox on the share form is optional and never pre-checked, its language covers follow-up messages, and every text honors STOP automatically.

Can I track which referral partners send me people?+

Yes — every share and scan is tagged with its source, so your dashboard shows exactly where each contact came from.

Does it integrate with my agency's CRM?+

Leads sync to GoHighLevel, Pipedrive, HubSpot, and Google Contacts, plus 6,000+ apps through Zapier and CSV export.

Can my whole agency use it?+

SwiftCard Office gives every producer an on-brand card, each with their own leads, under one admin dashboard and one bill.

Your next client is one tap away.

The digital business card built for insurance agents — free in 60 seconds.