The insurance innovation space is changing, Kevin
But is your CRM data an asset or a liability in finding clients like OptaHaul and Tixserve?
But is your CRM data an asset or a liability in finding clients like OptaHaul and Tixserve?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 identify which insurance accounts are most ready for innovative technology solutions? 2️⃣ In what ways do you assess the risk of potential integration challenges when approaching new clients? 3️⃣ How do you currently segment opportunities within your pipeline to ensure you’re targeting the most impactful stakeholders?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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