Not Just Another Email Marketing Tool
Imagine a broker email marketing platform that pulls data from your existing client insurance policy database and uses it to sell missing or additional insurance coverage for your clients, all in one step. CP360 is that tool, and more.Book a Demo
CUSTOMIZED EMAIL MARKETING PLATFORM
Everyone loves a personal touch when they receive an email. No one wants to be addressed by “Hello Customer” or wonder if the person on the other end is real. With CP360, your brokerage can create tailor-made emails to send out to clients and push notifications specifically targeted to your existing client base.
TIME SAVER DATA PULL
We pull relevant client data for brokers without the hassle of sifting through hundreds of insurance policies for important client details that your BMS would not provide.
The dashboard shows you a snapshot of your current communications, including:
BRANDED TEMPLATES TO SHOWCASE YOUR BROKERAGE
Pump up the way you communicate with your customers with your choice of templates that can become branded emails or campaigns focused on your client’s insurance needs. Create your own template from scratch using content and image modules and brand colours that make you stand out among your competitors and recognizable to your customers.
CP360 integrates with PowerBroker via truMobile to ensure your broker operations are supported. See every email communication record in your BMS client file for easier, hassle-free service.
SIMPLIFIED REPORTS AT YOUR FINGERTIPS
CP360 gives brokers access to high-touch reports that show brokers their client’s insurance coverage details. The broker gains an overview of the client’s current status and what they require going forward. Reports allow you to send out a location or coverage-focused email.
For example, you can send an email to all your clients who use one insurer, to filter reports to view any missing client insurance coverage, or to sell additional coverage.
TRUMOBILE PREMIUM ACCESS
truMobile premium offers many benefits, including direct access to CP360 and all its features.Book a Demo