Aplifi Incorporates Live Lead Transfers Into I-Relay

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Aplifi and LeadWerx have partnered up to offer live lead transfers of insurance prospects to users of the I-Relay CRM platform.

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The addition of live (lead) transfer will be a huge advantage for producers using I-Relay.

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 integrated LeadWerx Live Transfer technology into its I-Relay CRM platform. This represents an industry first in turn key marketing systems by delivering new sales prospects, over the phone, directly to producers, insurance carriers and other I-Relay users.

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.

The LeadWerx Live Transfer system is the latest generation of sales lead technology and the most advanced lead platform available to the insurance industry. It provides producers with a mechanism to define their ideal customer profile, then has the customer delivered to them via the telephone for a low cost per transfer. Through its U.S.A. based call center, LeadWerx acquires real time leads, initiates telephone contact with the prospect, and after verifying their interest, connects the call to the producer. As the call is transferred, all of the prospect’s information necessary for quoting, and meaningful sales dialogue, is instantaneously delivered into the producer’s I-Relay CRM system. LeadWerx Live Transfers have been proven to reduce customer acquisition costs while increasing sales volume for insurance agents and producers.

“The LeadWerx Live Transfer program takes the guesswork out of marketing and prospecting for agents. It allows them to flip a switch and begin receiving phone calls from interested, qualified customers in a predictable, low cost manner. It takes the burden of prospecting off of the agent and allows them to concentrate on selling. By integrating this technology with I-Relay, producers now have the most advanced end to end marketing solution available anywhere in the insurance industry.” said Christian Evulich, President of LeadWerx

Matt Killebrew, Sr. Product Manager, Aplifi said ”the LeadWerx Live Transfer system enhances the I-Relay platform by giving its users an integrated tool that delivers real customers in a simple, cost effective manner. By providing producers the ability to do all of this within I-Relay means they can be more productive, efficient and ultimately more profitable. The addition of the “Live Transfer” will be a huge advantage for producers using I-Relay.“

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 (electronic applications for life insurance), AFFIRM for Annuities (electronic order entry for annuities), InsureSocket CRM, I-Relay CRM, and PolicyBox (electronic policy delivery). “We Simplify Selling Insurance!”

About LeadWerx:
LeadWerx (http://www.leadwerx.net) 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

Kelly Ramirez
Director of Online Marketing
(888) 662-5621
kelly.ramirez (at) leadwerx (dot) net

Aplifi, Inc.
Roy Goodart
Senior Vice President Marketing
801-308-2095 ext. 706
roy.goodart (at) aplifi (dot) com

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Roy Goodart
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