Insurance and Finance Client Management and Marketing
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I-Relay was created in 2003 specifically to meet the growing need of insurance and financial organizations to have a great sales and marketing system.   I-Relay was built from the ground up to meet these needs by providing a web-based platform that is easy to use and one that provides real value.

I-Relay is the only system on the market today that accepts real time pending and in force policy updates from more than 400 of country's best known and respected General Agencies, IMO's and FMO's.   This simple fact eliminates the need to rekey vital data about your clients and their business with you which saves you time and allows you to quickly identify new opportunities.

I-Relay is used by tens of thousands of producers and financial advisors today which run the gamut from small one man shops to large enterprise customers with thousands of users.

We believe that producers and financial advisors need more than just a CRM, they need a system that works for them.   In doing so we provide outstanding customer service, offer free trainings, free boot camps, and an array of pre-designed letters, business rules for workflow and opportunity identification, and pre-designed marketing campaigns that allow you the freedom to work half as much or double your income over the next twelve months.

There is no other system on the market today that can offer you the benefits that I-Relay can.  See for yourself what thousands of other producers and advisors already know... I-Relay works!

 
   

"I absolutely love I-Relay.  I have used many systems out there and none compare to how easy I-Relay is to use or provided me with the ability to quickly identify selling opportunities with my prospects and existing client base.   The marketing resources at your disposal in I-Relay are unmatched.  I strongly encourage you to try I-Relay today .... you won't be sorry!"

                                                                                                 John Y.   - Young Financial Services

 

 

 
         
         
         

 

I-Relay is a product of Prospect9, LLC.  Copyright 2006-2009 All rights reserved