Startup

Is this the right plan for me?

Our Startup Plan is the perfect, starter system for a life insurance agent looking to get started with CRM. This plan includes:

• Automated communication tools to keep your customers engaged
• Lead management tools to help you convert potential customers into paying customers
• Underwriting tools to streamline the process and get policies approved quickly
• Basic data analysis tools to help you understand customer behavior and preferences

Why should I use the "Startup" Plan?

Our Startup Plan is an affordable option that is a will help you improve your customer relationships and grow your business.