I-Relay offers producers a cutting edge client management and marketing system designed specifically with your needs in mind. I-Relay is the only platform on the market today that accepts real time pending life insurance case status updates from more than 500 sources and comes packed full of pre-designed content to let you hit the ground running. Whether you are looking for a great contact management system or looking to dramatically increase your marketing efforts, I-Relay is a great cost effective system that will meet your needs.
Double Your Business or Work Half as Much
Our goal is to help producers and advisors just like you double their business or work half as much over the next twelve months. That's right, give us twelve months and we will dramatically change your business for the better. Our time proven letters, campaigns and business rules are a sure way to meet whatever goals you have in mind.
Features
- Supports all product lines – Life, Annuities, Long Term Care, Disability, Health and P&C
- Real time pending case status updates from more than 500 different sources
- Hundreds of pre-designed sales and service letters along with marketing campaigns and business rules
- Web based giving you access from virtually anywhere at any time
- Future integration with AFFIRM for Life, AFFIRM for Annuities and PolicyBox
What Are Your Peers Saying?
"I absolute love I-Relay and couldn't imagine doing business without it. I-Relay is an unbeatable marketing platform."
-Kent S., Summit Alliance
"I-Relay is amazing. I walk in each morning and cant believe what use to take me hours is already done. All of my pending business has been updated, my marketing campaigns have created my letters and follow up calls, and I have a host of new selling opportunities waiting for me in my queue. Its like having my very own assistant"
- Kyle V - Vanderbuilt Insurance Group
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Product Brochure
