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Lead Capture
Multiple Communication Channels
Letter and Email Templates
Customizable Information Fields
Outlook Integration-NEW!
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Customizable Display
Integrated Contact Management
Sales Force Automation
360° Client Historical View
Secure Access and Password Protection
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Virtual Document Management
Paramed Exam Integration
Built-In Quote Engine and Health Analyzer
Commission Tracker
Agent Management & Activity Tracking
Create & Store Complete Application Package
Auto-Populated Insurance Forms with Interview Process
Online Application with
e-signature Capabilities
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