Most CRMs are built for "general insurance." They don't understand the nuance of an annuity sales process — the patience and follow-up required by an agent and for a client to make the decision to purchase an annuity contract. Annuity Agent CRM was born out of a simple realization: Annuity producers are some of the hardest-working professionals in the financial sector, yet they are often the most underserved by technology. 

Founded with annuity agents in mind, we didn't just build another CRM. We built a specialized ecosystem designed to solve the two biggest problems agents face: Lead generation organization that helps convert and follow-up that never forgets.