But is your CRM data an asset or a liability in finding clients like UNIQA and RISK?
Most CRMs are a mess — full of outdated, messy, and duplicated data.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 approach identifying the key decision-makers in your target P&C insurance accounts? 2️⃣ What steps do you currently take to assess whether an account is ready for your solutions in a rapidly evolving regulatory environment? 3️⃣ How do you prioritize opportunities when dealing with incomplete customer data and multiple stakeholders?
If you’re ready for a CRM that works for you, not against you, let’s talk.
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