CRMs | Business Services


Integrated Partner

Blitz Sales Software is a web-based CRM tool that automates manual tasks so you can focus on what’s important, closing opportunities. Harnessing the power of Blitz paired with QuoteWizard leads can increase your agency lead conversion rate by 10% or more. When a lead enters your Blitz account, it is automatically assigned to a producer to make sure the lead never falls through the cracks.

Are you ready to utilize a system that helps nurture your contacts, manage your staff, view live time reporting to make data driven decisions, and ultimately grow your book?

Integrated Partner

Be the first to contact your QuoteWizard lead and increase your conversion rates by over 400%! DYL puts you on the phone with leads INSTANTLY, as soon as they fill out the form online.

DYL’s all-in-one phone system has built in lead management, campaign dialing, and text messaging to completely automate your sales process.

Call (866) 567-6672

Integrated Partner

Velocify helps sales teams keep pace with the speed of opportunity and improve conversion rates by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights.

DoublePositive combines the industry’s best Lead Suppliers, Lead Scoring Services, LIVE Hot Transfers, and Real Time Reporting Services to create the highest octane lead program on the market.

LeadMailbox is the first “web-based” lead management system designed over 15 years ago. LeadMailbox provides a fully customizable, extremely user friendly LMS for agents, with powerful analytic reporting for management.

Agents Ally is an agency management system with robust solutions for expanding your agency’s prospecting and sales efforts as well as retaining and servicing your current clients. Agents Ally is one agency tool that does it all!

Business Services

Club Capital is the largest accounting and advisory firm for insurance agency owners in the country providing a one-stop financial infrastructure including monthly accounting, integrated payroll, CFO services, and tax preparation.

National Online Insurance School is a state-certified life & health insurance school, providing pre-licensing insurance courses nationwide. Our online courses satisfy state credit hour requirements and prepare individuals to pass their state insurance exam.

Dundee Data’s auto data file offers auto related information that no other file on the market today can. Our mailing list of over 200 million records provides the most accurate vehicle information, such as owner, address, make, model and year.

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