If you’re new to client relationship and agency management software or want to take your experience to the next level,
I-Relay offers you our Express Launch service. Now you can get all the benefits, speed, and affordability of I-Relay, plus specialist assistance to help make your experience more effective.
No long term contracts - pay as you go, your data is yours and completely confidential.
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We’ll
work with you step-by-step through the
entire implementation process, from
determining your needs and goals,
getting your contacts converted for you,
and provide you personalized one on one
training. Take the guesswork out
of getting started — we’ll get you
through the process faster.
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| Here's what you get: | Do-it-yourself |
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| A world class CRM application specifically designed Insurance & Finance |
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| Robust set of marketing tools |
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| Set of pre-defined sales and client maintenance letters |
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| Pending and In Force policy updates from more than 350 MGA's |
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| Ability to manage back office processing for all supported product lines |
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| Help desk support |
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| Access to on-line training modules |
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| Specialist assistance with converting your contacts from your old system |
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| Specialist assistance with your workflow in using I-Relay |
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| Specialist assistance with kick starting your marketing campaigns |
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| Specialist assistance - One on One Training of how to use I-Relay for your office |
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To sign up for Express Launch service for our introductory offer of $99, click Get Started Now! above. We’ll give you a call within one business day to schedule your initial consultation. All other monthly user licenses will apply.
Data conversion
Workflow assistance
Marketing campaigns
One on One Training