Automate and improve your
most crucial functions.
» Automate purchasing of insurance and accepting transfer of risk while
improving outcomes.
» Streamline important tasks such as member communications, allocation of
contributions, engagement with excess markets, and facilitation of member
requests for certificates of coverage.
» Manage outgoing electronic communications automatically through an
integrated CRM platform, with quick notations for in-person, site visit, and
phone conversations.
THE RISK POOLS PLAYBOOK Using Data to Win & Retain Members
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