CRM FOR INSURANCE ADVISORS

Deliver personalization across every interaction and maximize your margins. Get the tools to execute high-impact campaigns, boost client acquisition, track contacts, policy, account info and more — with a CRM for insurance that helps your team stay compliant and works like you do.

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Maximizer Insurance CRM on a Laptop

Centralize policy-holder information

Store all your contacts, notes and key documents in one place — and never waste time hunting down a communication again. Perform quick searches and recall favorite searches at a click. Eliminate policy data entry with an enhanced import tool.

Pre-configured for insurance

Speed up your team and enhance client experiences. Leverage built-in workflows for individual and group policies, plus action plans and dashboards that can be customized even more.

Household structure

What’s different about Maximizer is that contacts are organized into households. Quickly find policy-holders and their beneficiaries, plus new cross-sell and up-sell opportunities.

Shared calendar

Run your day from anywhere with Maximizer’s mobile-friendly calendar. Review your prioritized to-do list at a glance. Check colleague calendars, schedule appointments and confirm meeting attendance on the fly. Re-assign tasks to another date or user.

“Maximizer is the center of my universe. I cannot see my day going without accessing my Maximizer.”

Afif Jawad, Financial Advisor
HollisWealth

Sales pipeline management

Empower agents to sell more insurance, faster with proactive management of your entire sales pipeline. Drive consistency and transparency across each pipeline stage. Personalize your sales process, and review it at a glance.

Sales goal tracking

See who your top performers are and plan effective sales strategies. Follow key indicators including progress to quota and probability of close — and create intuitive graphs and charts you can use to motivate your team.

Email marketing

Generate better leads with smarter email. Whether you want to send a promotion to a precisely targeted list or automate a multi-phase drip campaign — Maximizer does it all. Track click-through and conversion. Effortlessly manage opt-out and unsubscribes.

Automated campaign management

Ensure consistent execution with automated campaign management. Track client behavior with analytics. Flag unassigned leads and opportunities using notifications. And activate automated follow-ups on emails or events.

Stay compliant

Equip your compliance officer with the tools to drive consistency and transparency across your team.

Track every client conversation

Keep complete records of every client conversation. Track emails individually or by thread, with seamless Outlook and Gmail integration. See who your team called, along with call date, time and length. Capture call details in notes searchable by keyword.

Automatic audit trails

Expedite troubleshooting with a filterable history of changes to address book fields, notes and documents. Keep your logs tidy by purging them by date or date range — and export old logs to Excel for compact storage.

Enterprise-level security

Create unlimited security roles and assign them to as many new users as you want. Have every data point encrypted, on top of 2-level security. Control who can view and edit any record or a specific data capture field.

Automate your service model

Schedule each client touch point throughout the year and get reminders for key client milestones. Never forget an anniversary, birthday or policy renewal date again.

Follow-up reminders

Use pre-configured dashboards to know when you last spoke to a client and who you need to speak to next. Visualize those needing a KYC review in 30 days. Drill down at a click, select a client — and then launch your KYC review action plan.

Standardize your processes

Promote best practices with re-usable task list templates. Customize an action plan with unlimited activities, appointments and reminders — and then assign tasks to members of your team.

Task management

Enhance your team productivity and responsiveness with personalizable task lists. Filter your task list to see what’s coming up — and easily shift low-priority tasks to a colleague or another day to balance workloads.

Mobile CRM

Take your office wherever you go using a feature-rich mobile-friendly CRM. Manage calendars, prepare for meetings — get a graphical dashboard view of chosen indicators — and much more, from the palm of your hand.

Simplified IT management

Get seamless access to every new feature and patch, along with world-class security — with our cloud service, CRM Live. Have us handle updates and infrastructure, and protect your client records inside our Tier IV-certified data centers.

Eliminate policy data entry

Quickly and easily import data from spreadsheets and other systems, and ensure data accuracy from the start. Use Maximizer’s import log and automated duplicate check to speed through entry verification. Save field mappings to simplify repeat imports.

Easy to customize

Get a pre-configured solution you can easily customize. With unlimited action plans and fields, match Maximizer’s automated workflows to your process stages. Plus, quickly personalize page layouts to show only the fields you need.

Free live training webinars

Ensure adoption across your team and have them get the most value from your investment. Crush learning curves with our live training webinars six times a week, full customer support and tailored lesson plans.

Darren Coleman

Darren Coleman
Coleman Wealth – Raymond James

Rick Erven

Rick Erven
Investment Planning Counsel

Dave Grice

Dave Grice
Manulife Financial

Afif Jawad

Afif Jawad
HollisWealth

Michael Kettner

Michael Kettner
Kettner Benefits

Frank Napolitano

Frank Napolitano
Frank Napolitano Wealth

Pedro Ostia-Vega

Pedro Ostia-Vega
Coleman Wealth – Raymond James

James Pelmore

James Pelmore
Clearplan Wealth Management – Holliswealth

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Now we are able to respond rapidly because every order, every instruction and every document related to a client is stored in one spot and is readily accessible — in Maximizer CRM.

Doug Roche RTR Advisory Group

See case study

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Maximizer CRM