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Revenue Intelligence Platforms
Overview
Focus
Revenue Intelligence Platforms
Insurance Agency Management
Product
CRM and sales engagement platform for insurance agencies with pipeline management and policy tracking.
Insurance agency management platform built on Salesforce delivering CRM and policy workflows for brokers.
Headquarters
Frisco, Texas
Milwaukee, Wisconsin
Company size
51-200 employees
51-200 employees
Founded
2018
2011
Pricing details
Free options
Free trial
Source updated
Oct 29, 2026
Oct 29, 2026