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
Dana Whitfield
Insurance Advisor
Save Dana's contact
Swift Links
View Swift Link page →Coverage that actually fits your life — home, auto, and everything in between.
Share your info with Dana
Re: Your coverage review
Dana Whitfield9:41 AMTo: meBundling home and auto lowers your premium and your deductible. Want to go over it Thursday?
Best regards,
Dana
Dana Whitfield
Insurance Advisor
Contact me
Dana Whitfield
Insurance Advisor
Save Dana's contact
Swift Links
View Swift Link page →Coverage that actually fits your life — home, auto, and everything in between.
Share your info with Dana
Re: Your coverage review
Dana Whitfield9:41 AMTo: meBundling home and auto lowers your premium and your deductible. Want to go over it Thursday?
Best regards,
Dana
Dana Whitfield
Insurance Advisor
Contact me
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.
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
A follow-up text goes only to a contact you've switched texts on for, confirming they agreed to hear from you — so your 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?
Sharing their details never signs anyone up for texts. A follow-up text goes only to a contact you've switched texts on for, confirming they agreed to hear from you, 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 Salesforce, 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.