For insurance agents and agencies
Stay in their phone until renewal time.
Your card saves to their contacts with your photo and number, links to your quote form, and gives clients a one-tap way to reach you when they need you most.
Why Insurance Pros Switch
When your contact is already in their phone, that’s you.
Swap Contact Info gives you their number so you can follow up.
Every agent’s card matches your agency brand.
What Your Card Does
Link your online quote form or intake page.
Connect your booking link.
Clients recognize you when you call.
Add license numbers and required disclosures.
One look across every agent on your agency’s web address.
New carrier or office? Update your card without reprinting.
Example playbook
Three Days at a Trade Show
- Starts Networking Mode and names it after the show.
- Snaps a photo of each business card handed over and types a quick note: “needs quote for 3 properties.”
- Shares their own card by tap or QR with everyone who stops by.
- Ends the event and gets an email with every card, photo, note and a spreadsheet for the CRM.
- Networking Mode
- Tap or scan
- Emailed list
Questions
Can I link to my quoting tool?
Yes. Any web link can be one of your card’s buttons.
Do people need an app to see my card?
No. Your card opens in their phone’s web browser, on iPhone and Android.
What if their phone can’t tap?
Every card has a QR code, and you can show it from the Mobile Card App on your phone.
Ready to try it in insurance?
It’s reusable, so you only ever need one. Order yours, or set up your whole team.