CORE platform combines agency management, and client relationship management into one centralized, service-focused platform. From sales to case management, CORE empowers your teams to win more business and serve more clients.
Powered by Your Data
The system houses all your business data and surfaces the most influential action items for your unique book of business.
AMS: Boost Back Office Support Teams
Simplify complex contracts and commissions processes with end-to-end support and in-depth metrics across all areas of your business.
- My Tasks drives actions within cases
- Prioritize by due dates, rush policies, and track case status
- Search any field
- My Activities helps teams collaborate efficiently
- Agents tab
- Agencies tab
- Carriers tab
- Contracts tab
- Commissions tab
- Capture all the details in one place
- Workflow-driven case management process
CRM: Invigorate + Strengthen Sales Teams
Manage and grow your relationships and identify opportunities.
- Build relationships with Advisor Profiles
- Put a face to a name with profile pictures
- Segmentation
- Add Advisor biographies + other milestones
- All Advisor information in one place
- Track activities, contracts + opportunities
- Instantly create quotes with Dynamic
- Easily match opportunities to applications
- Comprehensive Sales Reporting
- Advisor Retention, Account Penetration, and more!