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A comprehensive agency management system tailored for life and health insurance agencies that includes CRM capabilities, commission tracking, policy management, automated workflow processes, and robust reporting tools to help agencies scale efficiently.
Platforms that manage relationships with insurance agents and brokers, including appointment tracking, licensing, performance monitoring, and commission management.
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Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
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Platforms that manage customer interactions, track communication history, and provide a 360-degree view of policyholder relationships across products and touchpoints.
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