We don't think like a typical software company.  And we don't act like one either.   With I-Relay you get One Great CRM^tm that was built from the ground up for Insurance and Financial professionals just like you.  To back it up all of our staff have extensive Insurance, Finance, and marketing backgrounds in the Insurance and Financial Markets so we can talk your language and help you be successful using our system.

We fully believe that technology is only one part of the CRM component and that so many other CRM tools on the market fail to realize it takes more than technology to help a producer or financial advisor succeed.  In doing so we have created hundreds of pre-designed sales and service letters along with dozens of workflow business rules and marketing campaigns that help you hit the ground running.  Combine this with our free trainings, boot camps, and post sales support team you won't find a better deal on the market - guaranteed.

We know you don't have time to customize and manage systems so we have done it all for you.   Of course if you want to wear a creative hat now and again the system can support that too!

No Annual Contracts Required

Most of our services and packages do not require any long term commitment.  We believe in earning your business every single day.  If for any reason you decide I-Relay is not the tool for you we will provide you a file of your data.

Marketing Support

This is one area that I-Relay really stands apart from all other systems out there today.  We have a dedicated staff who all have Insurance and Finance backgrounds that know your business inside and out.  This team delivers pre-designed turnkey sales and service letters, e-cards, work flow automation rules, and marketing campaigns to drive more business.  All of our package levels come standard with a pre-set number of these to help you kick start you on the road to success!

We are so sure that this will help you that if you choose our Power User Package we guarantee* that you will substantially grow your business or we will give you your money back.

Great Post Sales Support

Supporting our customers in not only helping them understand our software but how to get real value is one of our corner stone philosophies.  We have a dedicated help desk that understands both technology and Insurance/Financial Products to assist you in driving a new way of thinking about your customers and prospect that truly deliver results.  We also provide you with monthly boot camps and free refresher training courses to show you tips and how to better use I-Relay.  Our customers consistently rate us with one of the highest customer service rankings in the industry.

Accountability

I-Relay guarantees the security of your data and access to it.  We are audited annually by third parties to ensure no one has access to your data but you and those you grant access to.  We also have the best uptime around at 99.7% over the past five years.

A True Bottom Line

The price we give you is the price you will pay.  There are no surprises or hidden charges.  All system wide upgrades are included^*.

Industry Specific

I-Relay was built from the ground up for Insurance and Financial Professionals.  Unlike other systems I-Relay requires little customization.  Most producers use the system with no customization and see near immediate results.   We allow our users to manage all of their product lines in one location regardless of agency or carrier affiliation.  That means you can put all of your life, long term care, disability, annuity, health, P&C and securities business in I-Relay and get the benefit of having consolidated reporting and marketing efforts.

Web Based - Fully Hosted System

So what does this mean to you?  You will have immediate access to your system from anywhere in the world.  You will never  have to worry about software updates because we do it for you.  You will never have to worry about losing your data because your laptop is stolen or your hard drive crashes because we have one of the best disaster recovery plans in the business. You can easily share information about your clients with your partners and other producers in your agency .  You will have peace of mind that your data is secure and is continually audited so no one sees it but you and the people you grant access.

Automated Business Updates

We all know that keeping your pending cases with your carrier and general agency partners is a chore.  That's why I-Relay automates (that's right no work on your part is required) this process for you with any of our 400 plus supported partners.  No other system on the market offers this capability!  We can also create an instant database for you if you don't have one.   We will populate the system with contacts and in force policies for any business you have submitted with our partners in the past.  Its that easy!

No Degree in Computer Science Required

I-Relay is a turnkey system.  We can help extract your data from your current systems, set it all up for you and help get you rolling.  The system is user friendly and intuitive with extremely short user learning curves.

Success Stories

With less than a 3% customer turnover rate in the past five years I-Relay has made a difference for our customers.   Call us and we will be happy to provide references to agencies who have seen dramatic results using I-Relay.

*The addition of system modules may not be considered upgrades. Upgrades do not include additions of third party software.  Both may require additional fees.

* Guarantee is for the Power User Package only.  Certain restrictions apply.  Please inquire regarding these restriction.