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OptifiNow Simplifies Insurance Sales and Marketing

Equip your sales team with the tools and resources you need to effectively manage your insurance business.

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The Ultimate Guide to Insurance Sales

Learn proven strategies to attract, retain and engage with policyholders.

Highly Flexible CRM Designed for Your Insurance Business

Streamline customer and prospect management with tools that adapt to your workflow. Marketing automation provides consistent engagement while open APIs integrate virtually any type of third party system. 

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"OptifiNow is a CRM that understands the challenges that companies face. It knows when customers need attention and automatically notifies our reps to engage when it matters."

Mike Ernst - Executive Vice President

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Engage effortlessly with clients

The OptifiNow Insurance CRM is built for automated communications. Email and SMS are fully integrated with automated and customizable marketing sequences. Real-time feedback notifies you when clients engage with your marketing, helping to find cross sell and upsell opportunities. 

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"Every tool we need is integrated into OptifiNow so our agents never have to leave the CRM. It gives them more time to take care of our customers and prospect more effectively."

Carl Markman - Director of National Sales

White Glove Managed Services

OptifiNow White Glove Managed Services does all the work for you, including CRM configuration, data management and custom software development so that you can focus on running your business and let us do the rest.

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"OptifiNow meets with us regularly and provides us with the expertise we need to make changes when necessary. I've never worked with a vendor that is as proactively involved with their clients as OptifiNow."

Hien Mai - CRM Administrator

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Cost-Effective and Easy to Deploy

Get a powerful, insurance industry ready CRM platform at an affordable price – without the need to hire additional resources. Ready to deploy in as little as 30 days*.

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"The implementation was quick and painless and allowed us to get up and running much faster than we thought."

Dean Ayres - Senior Vice President

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