What's the problem?
We hate pressured, untimely or unwanted sales calls. Especially when someone is trying to sell us life insurance.
So how do we fix it?
We transform the way in which any adviser providing life insurance interacts with their clients.
We do this by automating many time-consuming processes including:
Marketing to new customers
New policy servicing
Processing new enquiries
Cross-selling to existing client banks
Keeping existing customers on the books
We leave advisers to focus on what they do best; offering advice.
Is this a CRM?
No. We're not. We are completely unique. In fact, what we have built doesn't exist anywhere in the world. It's insanely complex at the back end, but beautiful for advisers and their customers to use.