Powerful
Customer Relationship Management
Easily Store and Retrieve your Client Information
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Get a full view of your detailed client information, including all insurance, group benefits and investment products, key dates, financials, relationships, referrals, interests, social media and so much more. |
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Client information is easy to update and maintain, helping to minimize errors, simplify administration and compliance as well as improve your overall customer experience. |
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Scan, upload and store all of your client notes, no matter the format (from hand-written records to audio files and video calls) and using our integration with MS Outlook, you can easily capture and file all email correspondence with every client. |
Easily Store and Retrieve your Client Information
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All critical client and group information is captured in structured, relevant fields, including plan details and plan design information, benefits-at-a-glance forms and claims history and commission information (including splits) while supporting both standardized or customized plan designs. |
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Properly manage and track your group benefits alongside your other products, assisting with renewals and yearly group benefit rate negotiations. |
Capture and Automate all of your Client Interactions
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Gone are the days of forgetting key tasks or losing important information! |
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Every interaction and exchange, from in-person meetings and phone calls to a client specific PURL, can be documented, filed for compliance and used to initiate a task or transaction. |
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Our systemic client task manager can trigger automatic calendarization of tasks, such as renewal reminders and product quote follow-ups, and it can also activate automated workflows, like KYC update emails. |
