Solution introduction
One-Click Upload of Your Client & Policy Data to Your CRM
Cloven CRM has a pre-built BlueSun Advisor import widget. This means that in “one-click” all your BlueSun contact and policy data will be in your CRM- ready to use
How to get all my clients and policies into my CRM?
- Name, email, phone number, address for Contacts
- Policy number, premium, carrier, effective date for Policies
- Auto-deduplication of Contacts
- Under 5 minutes to complete end-to-end
Use the CRM used by top advisors in Canada
With the Cloven’s BlueSun Advisor import widget, have confidence that your book of business will be available in your from Day 1.
