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- No development time. Licensing the CRM System frees up hundreds of working hours required to take even the best program and turn it into a system; and that’s assuming you get it right the first time. I-Relay is more than just a piece of software we help you succeed.
- More sales time. Through our back office-management system, you can receive automated pending business updates from more than 350 sources. Updates include: real-time underwriting requirement updates, underwriting notes, case premium information, and more. For those selling securities based products stocks and mutual fund values are updated nightly. Also gives you the ability to delegate non-sales functions, thereby freeing up time to sell.
- More responsive clients. Over time, as the quality of your service and communication improves, we find that you need to do less prospecting, which translates into even more sales in less time.
- Greater client retention. The two biggest complaints clients have against their insurance and financial advisor are "bad or no service" and "never hear from them." We briskly handle these two complaints through a series of pre-designed quality assurance and client contact campaigns. With these complaints out of the way client retention improves.
- Increased referrals. Our approach to referrals is truly unique. First, you implement our client-retention methodology. Then, with a base of happy clients, you promote referrals. With this referral-tracking system in place you not only keep track of who sends you business, but also of the people you send business to: the CPAs and attorneys who all too often don’t think either reciprocate or think about the benefits of insurance with their clients.
- Better organization. The better organized you are the easier it is to manage more and more clients. With I-Relay you will always be on top of your sales, submitted business, and everything in between.
- More new clients. Half of your new clients can come from people who have previously turned you down. Give us a year of helping you design drip campaigns and you will experience one of the best growth years in career.
- Partnership. I-Genius is different than other tools you may have used in the past. We have a dedicated post sales support staff ready to assist you with any and all of your needs. From contract signing on you will have the support you need to succeed.
- Web-Based. Being 100% web based gives you the freedom to access your information from anywhere at any time. This also means various access points for multi office organizations. The benefits are limitless.
- Compliance. As the industry becomes more and more stringent on tracking client interactions, backing up communications, and scanning documents I-Genius can help. With specifically designed tracking tools you can be rest assured you are covered.
Click Here to request access
Click The Chapters Below to Learn More
- Introduction Video
- Getting started
- Contact Dashboard Guide
- My Dashboard Guide
- Marketing Tools Guide
- Reports Guide
- Browser Setting
- List Building & Label Production
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