Marketing and Prospecting CRM

Our system is a central hub for all clients, leads and prospects. The automated marketing programs keep you connected to your contacts without any administrative work by you.

High Quality Leads – No Risk.

Multiple qualified lead sources help you connect with more clients in less time. You have access to a proprietary multiple-touch, no risk, lead program. You only pay for what you get.

Increase client meetings

Campaigns are automated and serve up every policy anniversary and client birthday. These are opportunities to reconnect and discuss your clients needs.

Email Marketing – 3 clicks or less.

Run your own on-demand compliant email marketing programs in seconds. Insurance specific emails are provided. No need to write or design any marketing materials yourself.