CRM

Make Sure Your Clients’ Needs Are Met

Our fully integrated CRM gives agents and firms the ability to effectively manage prospects and existing clients throughout the insurance lifecycle. Our cloud-based CRM acts as a central integration point to address client prospecting, proposal generation and ongoing client servicing.

Features

1

Address all required stages of client communication, interaction and service

2

Dashboard allows greater efficiency and scalability in managing and expanding your business

3

Synchronization with Microsoft Outlook

4

Comprehensive advisor work queue

(alerts, calendar, mailbox, tasks, and opportunities)

5

Advanced contact management and search functionality

6

Cloud-based document storage