Because data management shouldn’t be a chore.
Managing details about your new leads, ongoing client conversations, outstanding proposals,
and upcoming opportunities is important and can be challenging as your insurance business grows.
The Core for Your Insurance Sales and Marketing
Staying up to date with your leads and clients has never been easier. Equipped with tools to automate your follow-up efforts, appointments, and renewals, you can ditch the spreadsheets and personalize your client relationship building. Our software platform offers built-in features to help ensure compliance with web-broker requirements and Medicare marketing guidelines.
Customized Features for the Insurance Field
Store and search for unlimited census data, quote details, contact information, and more with out-of-the-box properties specifically created for insurance professionals. You can also track client communications, application statuses, and carrier updates all in one tool. Want more? You can customize properties and reports to fit your needs.
