Lexnet Consulting Group Case Study

SageCRM Success Story - AMZ Financial

Insurance Marketing Organizations, or IMOs,design insurance products, and then market those products to insurance companies and independent brokers. AMZ Financial Insurance Services, LLC is one of the country’s most successful IMOs, focusing primarily on life insurance products. AMZ Financial was formed six years ago by four partners with more than 200 combined years of experience in the insurance industry. The company has enjoyed a 35 to 55 percent annual growth rate in each of those six years. Powering the communication so vital to the company’s success is SageCRM from Sage Software, supported by Lexnet Consulting Group.

Tags: CRM, sfa, Email Marketing

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