The insurance solutions space is changing, Simon
But is your CRM data an asset or a liability in finding clients like Platform Smart and Kingsbridge?
But is your CRM data an asset or a liability in finding clients like Platform Smart and Kingsbridge?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 do you currently assess the readiness of an independent IT professional to adopt compliance measures like IR35? 2️⃣ When evaluating potential clients, what signals help you identify their true risk exposure against compliance regulations? 3️⃣ How do you determine which decision-makers within a contracting firm are pivotal for ensuring all compliance needs are met?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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