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crmAssist

Enhance the value you bring to your MGAs and Brokers.

crmAssist™ is an easy-to-install plug-in that brings insurance intelligence to your CRM system. Powered by a comprehensive database of historic products and proprietary insurance logic, it continually mines your user's policies for production opportunities. This results in increased applications and more satisfied clients.

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Differentiation and ROI

  • Increased number of applications
  • Differentiation to attract and retain clients
  • Simple to install
  • Offer a revenue-generating feature
  • Easy-to-use interface
 

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