The claims automation space is changing, Merv
But is your CRM data an asset or a liability in finding clients like Sun Life and Unnamed Insurance Company?
But is your CRM data an asset or a liability in finding clients like Sun Life and Unnamed Insurance Company?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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:
1. How do you currently assess if an insurance claim is ready for processing, especially when there are multiple stakeholders involved? 2. What challenges do you face in identifying the right decision-makers within an account when dealing with complex claims? 3. How do you prioritize accounts that exhibit signs of needing faster processing, but might not be immediately visible in your current CRM?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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