SERVICES WE DELIVER
Nonprofits, Govt & Others

Nonprofit
Agent‘s onboarding to claims processing; client’s quote to renewals

Education
Client’s onboarding and loan processing; Agent referrals to relationships

Govt & Other
Building relationships to suggesting next best action

License, Permit And Inspection

Donation Management

Sales Automation

Territory Planning

Case Management

Email/SMS Automation

Account Engagement

CPQ & Revenue Management

1 To 1 Realtime Personailzation

Custom Apps & CRM Analytics

Third Party Integrations
