OptifiNow Insurance is a powerful and flexible CRM platform designed for all types of insurance
Property/casualty, health, life, homeowners, commercial – OptifiNow efficiently manages customer engagement in all types of insurance.
From analysis to implementation to ongoing support,
OptifiNow is with you every step of the way.
OptifiNow combines Innovative Technology with unparalleled Customer Service to deliver a sales and marketing platform that adapts and grows to meet the dynamic needs of your business.
EASY TO USE
The OptifiNow Platform lets you Effortlessly Manage all your Sales Processes
An integrated modular approach eliminates the need to manage or integrate
single solutions, allowing you to have it all-in-one platform
Core Functions of the OptifiNow Platform
Powerful features designed for Insurance Companies
OptifiNow includes an array of features specifically configured to your sales and marketing workflow.
Tasks, Reminders, & Appointments
Preferred by Enterprise
How OptifiNow is driving sales success for enterprise
We were looking for a software provider that could handle all of our different mortgage product lines, and only OptifiNow checked all the boxes. As opposed to managing and training to multiple pieces of software, our whole company can run on just one platform. The OptifiNow team has worked hand in hand with us to map out unique sales processes for each product and implement them in a quick and painless way. They are an excellent partner.
VP Sales-Open Mortgage
As our business has scaled, OptifiNow has been a key partner. We have built a structured sales process that our agents to follow. We need to be able to quickly adjust and continuously improve it and keep up our growth and ROI. The OptifiNow software and team has allowed us to do both. They are a great partner to our business.
Experience the OptifiNow Difference
OptifiNow is a powerful all-in-one CRM platform that helps insurance companies easily handle the entire sales process – from lead to lifelong customer.