The risk management space is changing, Robyn
But is your CRM data an asset or a liability in finding clients like Zurich and Road To Health Group?
But is your CRM data an asset or a liability in finding clients like Zurich and Road To Health Group?
Most CRMs are a mess — full of outdated, messy, and duplicated data.
We clean it up.
Using Clay, AI, and custom rules, we enrich your records with precision.
The result?
Smarter segmentation, faster lead routing, and a CRM your team can finally trust.
No more guesswork. Just clean, accurate data.
Only a handful of sales leaders are using automated CRM enrichment. But those who do are getting a serious edge.
To help you explore how it might support your workflow, here are a few questions:
1️⃣ How does your team assess the completeness of data when evaluating potential risks for underwriting decisions? 2️⃣ In what ways do you currently identify key stakeholders within your client organizations to facilitate smoother decision-making? 3️⃣ How do you track changes in account readiness or engagement among your insurance partners?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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