Maximizer for Insurance Advisors
Manage and grow your book of business with a CRM dedicated to your insurance business needs.
Streamline
your insurance agency
Empower agents with fast access to client history, preferences, key relationships, profitability and support records — all in one place.
- Centralize policy holder information.
- Organize your contacts into a household structure to quickly find policy holders and beneficiaries.
- Manage your entire team with shared calendars across your team.
- Manage your sales pipeline with consistent, transparent, and personalized views of activity and results.
- Automate email campaigns, notifications, and tracking to ensure you are consistently engaging with clients and prospects.
Drive new and repeat
insurance sales
Take Care of Business
- Track every client conversation (including emails) with seamless Outlook or Gmail integration.
- Be audit-ready with filterable history on every field, note, or document.
- Keep your logs tidy; purge by date (or date range) and export logs for storage.
- Trust Maximizer’s enterprise-level security, with user roles, encryption and 2-factor security.
Insurance Workflow Automation
- Manage the sale and qualification process
- Enable standard insurance lead generation and sales processes.
- Integrate with online applications that plug directly into a quote engine.
- Issue a rating and the policy itself, eliminating the need to re-enter data.
Policy Tracking
- Manage key policy data including policy type, price, payment status, change in risk and life change (e.g., birth of a child) that might trigger an opportunity for upselling.
Insurance Advisor Reports
- Navigate one secure database to enable reporting on insurance sales, company growth and policy data.
- Access standard insurance reports like risk and portfolio analysis.
- Create custom reports using reporting and dashboard capabilities.
Agent Management and Activity Tracking
- Manage the sales activity of individuals and groups to determine performance and establish benchmarks.
- Leverage built-in activity tracking features including phone call tracking & integration, lead tracking, commission calculators and various administrative tools.
Referral Marketing
- Engage your current clients to request referrals and then make it easy for them to provide one, using automated email templates.
- Automate marketing efforts and enhance your performance using referral tree capabilities. See who your best referral partners are, and leverage that information appropriately.
Wow. That’s a lot. I think I’m ready to…
AFIF JAWAD
Financial Advisor
HollisWealth
Maximizer is the center of my universe. I cannot see my day going without accessing my Maximizer.