For insurance partners
Unlock the cross- and upsell potential at your existing customers
You’re sitting on untapped revenue. We analyse your existing client base, highlight where cross- and upsell is possible, and automatically send out tailored campaigns to convert those leads — fast and hands-free.
11/30 spots available
Customer portfolio analysis
Lists with high-value opportunities
Automated campaigns
Built with enterprise-grade security and seamless integration in mind.
ISO 27001
Certified
Appexchange Partner
Salesforce
Get it from
Microsoft AppSource
Managing Opportunities with a CRM Alone is Holding You Back.
CRMs are just lists – They store data but don’t offer actionable guidance towards your partners.
Endless admin work – Preparing updates and lists before each visit is time-consuming.
Missed opportunities – Account Managers aren’t analysts, yet they spend hours manually uncovering cross-sell and upsell potential.
Our partnership with Deloitte. combines deep market expertise into a continuously improved solution that drives real partner success.
