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We will also give you a free initial onboarding remote session to connect and set up synchronisation with Google and/or Microsoft 365 as well as give you access to all our video tutorials so you can learn at your own leisure.

We can answer any immediate questions you may have and show you how to use Adviser CRM, plus complete one initial data import for an insurer for you so you can work with some test data.

Perry Bell

Perry Bell
Perry Bell Financial

I’ve been using Adviser CRM for the past few years and it has saved me so much time. I’m not technically savvy but love the automation for policy renewals and fixed rate expiries that get sent to clients automatically. I use the insurer data imports to keep all policies up to date. It also keeps a full client history of meetings, calls, tasks, emails, files and everything else I’d highly recommend Adviser CRM.