OFFICIAL PARTNERSHIP
+
OptifiNow is a proud Featured Partner
of Agents Brokers United
All-In-One Solution
Deploy in 30 Days
White Glove Service
Secure & Compliant
Proven ROI
WHY ABU RECOMMENDS OPTIFINOW
The CRM Built for Insurance Agents and Brokers
Managing clients, policies, renewals, and marketing across multiple tools wastes time and costs you deals. OptifiNow brings everything into one intelligent platform — configured specifically for how insurance agencies operate.
Unlike generic CRMs that require months of setup and a dedicated IT team, OptifiNow's White Glove Managed Services team handles all configuration, data migration, and ongoing management for you. You're up and running in as little as 30 days.
30
90%
Days to Deploy
Quota Hit Rate
w/ Defined Process
1
Platform for
Everything
SIMPLE ONBOARDING
How OptifiNow Works for Your Agency
From day one, OptifiNow's team does the heavy lifting so you can focus on selling.
1
We Configure Your Platform
Our team maps your unique sales processes and configures the platform to match your workflow — including custom pipelines, policy types, and communication sequences.
2
We Load Your Data & Content
We migrate your existing contacts, policies, and marketing content into OptifiNow. No data loss, no manual re-entry — we handle it all for you.
3
You Sell. We Manage.
Your team is trained and live within 30 days. Our ongoing managed services team continues to maintain, update, and optimize your platform as your business grows.
PLATFORM CAPABILITIES
Powerful Features Designed for Insurance Companies
OptifiNow includes an array of features specifically configured to your sales and marketing workflow.
Customer Management
Partner Management
Customer Service
Policy Management
Automated Marketing
Omni-Channel Communication
Automated Lead Capture
Marketing Collateral Portal
Tasks, Reminders & Appointments
Telephone Integrations
Email Marketing
SMS Marketing
AMS Integrations
API Integrations
Policy Proposal
CORE BENEFITS
Everything You Need to Grow Your Agency
OptifiNow is built around four pillars that directly address the challenges independent agents and brokers face every day.
All-In-One Solution
Stop juggling multiple tools. OptifiNow consolidates your CRM, marketing automation, policy management, and communications into a single, integrated platform — eliminating data silos and reducing overhead.
Adapts to Your Needs
Every agency operates differently. OptifiNow is highly flexible — we configure the platform to match your specific sales processes, product lines, and business model, not the other way around.
White Glove Service
We do the work for you. Our managed services team handles CRM configuration, data management, content loading, training, and ongoing optimization — so you never have to worry about managing the technology.
Secure & Compliant
Built for the regulated financial services industry. OptifiNow maintains enterprise-grade security and compliance standards, giving you and your clients peace of mind that sensitive data is always protected.
Special Pricing for Agents Brokers United Members
As an ABU member, you receive exclusive access to OptifiNow's insurance CRM platform with a dedicated onboarding experience and preferred member pricing.
Complimentary platform demo tailored to your agency
Preferred member pricing — exclusive to ABU members
Free data migration and CRM configuration
Dedicated onboarding specialist for your team
30-day deployment guarantee
Ongoing White Glove managed services included
CUSTOMER STORIES
Trusted by Insurance & Financial Services Teams
See how OptifiNow is helping agencies and enterprise teams grow their sales and build stronger client relationships.
★★★★★
"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."
ME
Mike Ernst
Executive Vice President
★★★★★
"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."
CM
Carl Markman
Director of National Sales
★★★★★
"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."
HM
Hien Mai
CRM Administrator