Streamline your practice
- Standardize processes with individual and group policy workflows
- Automatically calculate commissions for a given time period
- Reduce manual entry of policy data by importing carrier CSV files
- Grow commissions with MailChimp integration
Stay compliant
- Automatically save all client email activity to the CRM
- Maintain complete and up-to-date recorded client histories
- Track all changes to client records with automatic audit trails
- Easily locate client records with sorting and categorization tools
Provide superior client engagement
- Easily view upcoming product renewals in pre-built dashboards
- Manage group or individual policies for full flexibility
- Pre-configured managed account types are fully customizable
- Hundreds of insurance-specific fields to capture key details
Prepare for succession
- Increase practice resale value with a quantifiable, verifiable, compliant, and up-to-date book of business
- Ease the business transition process with embedded workflows
- Facilitate future expansion with scalable systems and structure
Ready to see what CRM software can do for your practice?