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In today’s insurance world everything is moving at a fast pace, new products, new processes, and access to information. Our CRM is industry specific, built by insurance agents for insurance agents.

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• Streamline the way you market to new customers by automating lead capture and follow up
• Trigger personalized communications based on email sends, opens, clicks, form submissions, and payment history
• Send timely messages relevant to customers’ needs
• Track your business and commission accounting
• Send monthly newsletters to your clients
• Have your leads automatically loaded into your information center.
• Track important dates, such as birthdays, Anniversaries, policy renewals, etc.

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