Keep your client & lead contact details in one place and up-to-date while gaining actionable insight into your business’s sales operation – all from one CRM software solution for insurance agents & teams. Make use of your database by scheduling and sending text blasts, email newsletters, and segmenting your lists with our tag feature.
And say goodbye to paying for extra tools!
Once you close the lead, it doesn’t stop there. These clients are now vital because they are the voice of your brand. Happy clients create more happy clients through referrals and reviews. Potential clients love reading testimonials because it makes them feel like they are getting the REAL picture, not just what is marketed to them.
Our system will allow you to run your reputation management strategy through it an collect hundreds of Google Reviews to increase your local seo in your specific market.
Here are just a few of our features that can help your business take its growth to the next level!
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