Comparison - Gordon Marketing presents Compass CRMGordon Marketing presents Compass CRM

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Avoid duplicate data entry between systems by having data passed between Compass and enrollment platforms.
Easily track commissions and ensure you're paid correctly on every policy. Receive notifications if there's an issue with any enrollment.
Centralize and manage all of your Senior, Life, ACA, Medicare, and Ancillary prospects & clients in a single dashboard.
Monitor income and financial data for life and annuity requirements, while keeping track of health history and other interests for ancillary products.

Utilize Al cross-sell recommendations to help grow your business by offering better plans, receiving personalized product suggestions for your clients, and sending surveys to uncover future needs.
Leverage the GenAl Assistant for optimizations to detect processes that need automating and approve with a single click.
Easily ask the GenAl Assistant for client & prospect summaries from previous interactions.
With our intuitive drag-and-drop feature, you can create beautiful forms and surveys without any coding required.

Easily develop intelligent marketing and process automations to ensure the best client experiences.
Increase lead conversion by setting up automated follow-up workflows to engage leads in a timely manner and nurture them through the sales funnel.
Easily track the return on investment (ROI) of each lead source used and partnership made to better allocate marketing budget and invest in the most effective channels.
Automate check-ins, send personalized messages for special occasions, and receive alerts about potential cost concerns to keep your clients happy and loyal