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CRM

We have a state of the art CRM system designed specifically for insurance agents and agencies. The CRM is available at no cost to you. The system features include:

  • Drip Email Campaigns
  • Automated Monthly Newsletter
  • Automated Birthday and Holiday Emails
  • Integrates with Lead Vendors
  • Built in Quoting Tools
  • Built in Screen Sharing Capability
  • Commission Tracking Technology

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