Aplifi Partners with LeadWerx to Offer Leads through Its I-Relay CRM

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Aplifi and LeadWerx have partnered to offer insurance professionals qualified leads that will be automatically added into the I-Relay CRM


having a lead provider that aggregates sales leads from multiple sources is exactly what our clients need...

Aplifi, a leading provider of Life & Annuity Order Management, Client Management and Electronic Document Delivery solutions for the financial services and insurance market segments, announced today that it has partnered with LeadWerx to provide qualified leads to insurance and annuity producers using the I-Relay CRM platform.

I-Relay is a robust client management and marketing system built specifically for insurance and financial professionals. Unlike other systems on the market, I-Relay comes loaded with hundreds of predesigned sales and service letters, marketing campaigns and business rules to help producers sell more with less effort. In addition, the platform also receives pending business updates from more than 400 different sources easing the burden of updating client records manually.

LeadWerx will be offering the ability for I-Relay users to purchase leads and have them automatically added into I-Relay where rules will apply an auto responder to the consumer and assign a task to the user to make the call. The offering will include leads for Life, Long Term Care, Disability, Annuity, Health as well as P&C. Leads may be purchased as exclusive or shared depending up on the producer’s goals.

“We at LeadWerx are excited to have partnered with Aplifi to provide leads through their I-Relay platform”, said Christian Evulich, President & CEO, Amrita. “Knowing that I-Relay is a strong player in the market will give us expanded reach while providing their users with the best leads in the industry”.

Matt Killebrew, Sr. Product Manager, Aplifi said ”having a lead provider that aggregates sales leads from multiple sources is exactly what our clients need. Today they are forced to bounce between multiple vendors fighting for exclusive leads that provide real value. LeadWerx has a proven track record of meeting this need and we are thrilled to have them integrate with I-Relay; simplifying the lives of our Users and the leads they are servicing”.

About Aplifi:
Aplifi (http://www.Aplifi.com), based in Pompano Beach, Florida, is a leading technology provider that focuses on the life insurance and financial services markets. Aplifi offers solutions that facilitate more insurance transactions that are compliant and “In Good Order,” driving increased business. Its suite of flexible and easy to use platforms include AFFIRM for Life, AFFIRM for Annuity, InsureSocket CRM, I-Relay CRM, and PolicyBox. “We Simplify Selling Insurance!”

About LeadWerx:
LeadWerx is a wholly owned subsidiary of Amrita Financial Inc., a diversified provider of services and technology to the insurance and financial services community. LeadWerx operates an advanced lead aggregation platform that supplies real time sales leads to insurance producers, financial planners, general agents, IMO’s and insurance carriers. By using its unique Lead Sentinel technology, LeadWerx ensures the highest level of lead quality, while delivering a superior ROI for insurance sales and marketing professionals.    

Media Contacts

Amrita Financial
Kelly Ramirez
Director of Online Marketing
(888) 539-8885

Aplifi, Inc.
Roy Goodart
Senior Vice President Marketing
801-800-861-8908 ext. 706

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Roy Goodart
800.861.8908 706
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