Done For You CRM and Swayze CRM Join Forces to Help More Agents Win in the Insurance Space!

September 1st, 2024 - DFY CRM & Swayze CRM join forces to bring elite level innovation and services to the Insurance Agent market to help them take their business to the next level. Designed to be a full service platform, these two founders see "Service" as the true heart and growth of their business. Together, the company now has a greater vision, greater passion, and many more services to help agents win in this competitive marketplace! Financial details of the partnership were not disclosed.

About Eric Fierro:

Eric is a vanguard in the insurance industry. With over two decades of experience, Eric has carved a niche in the senior, life and health insurance sectors. His journey took a significant turn in 2006 when he ventured into the broker channel of the senior market, focusing on Medicare Advantage and Medicare supplements. As the Director of Sales & Marketing for a national FMO, Eric spent 12 years enriching insurance agents and clients with his expertise.

In 2018, Eric co-founded an enrollment call center, where he managed a multi-million dollar advertising budget, generated more than 150,000 leads and lead a team to produce thousands of applications annually. Currently, Eric operates Done For You CRM, aiming to revolutionize agents ability to scale and serve clients through technology, marketing, advertising, and staffing services.

Eric and his family reside in Chandler, Arizona, where he prioritizes spending time with his family — traveling, watching movies together and supporting his children’s athletic pursuits. Additionally, Eric is a thriving podcast host and technology enthusiast, actively conducting interviews, monitoring trends and expanding his platform.

About Tim James:

Tim James is a leading authority in marketing, technology, and staffing within the life and health insurance industry. Tim began his journey by cofounding Medicare Appointment Setters, a company dedicated to providing staffing solutions for Medicare agents. He later expanded his vision by launching ASETTERS, an agency that serves all product lines in the life and health sector, staffing over 1,000 Appointment Setters and Virtual Assistants. Through his innovative training programs and strategic insights, Tim has empowered agents and agencies to integrate VAs and Setters as essential components of their business models, driving profit margins up by as much as $5 million annually. His contributions have earned him endorsements from industry luminaries like John Jonas of onlinejobs.ph, as well as from other prominent figures in the insurance and marketing landscape.

In addition to his staffing expertise, Tim is a social media marketing specialist. He has successfully managed marketing campaigns for over 1,500 insurance agents, agencies, and IMOs, overseeing monthly ad spends ranging from $500,000 to $1 million. Tim's impact on the industry is evident in the numerous ads populating Facebook and other platforms, many of which are powered by his AD launcher software. Beyond marketing, Tim is a tech innovator, having launched three successful SaaS companies one being Swayze CRM: His influence extends further through his work in help developing CRM technologies.

Tim, along with his family, resides in Greenville, South Carolina where he enjoys traveling and spending time with his wife, Aime James, and 3 children. His commitment to advancing the insurance industry through technology, marketing, and staffing continues to set new standards and create opportunities for growth.