Retain existing advisors and mitigate attrition and risk by keeping a finger on the pulse of existing advisors.
Nurture new premium from your hottest prospects and experience a 20-50% increase reach.
Dashboards make it easy to see what you need to do and when you need to do it. We make sure you hit the most important things advisors care about.
The first tier of our CRM package will give you access to view your policies in our CRM system. You will be able to see all of our notes from previous follow up and future scheduled follow ups.Contact for Pricing
The second tier is access to our CRM system with the ability to view our past and future follow up, view our notes, add clients, and create your own follow up under those profiles or leads. Advisors will only have access to their own book of business or downline, so you will never have to worry about another advisor looking at your book of business. Training videos and support will be provided by NFI Solutions.Contact for Pricing
The third tier is access to your own CRM system. You will have 5-10 hours of onboarding training, with the ability to run and export reports, create follow up and add clients and leads under individual profiles.Contact for Pricing