Fleury Risk Management (FRM) is proud to announce that we were recently featured in one of Insightly CRM's Customer Stories. The article highlighted the successful implementation of both the Insightly Professional and Insightly Marketing plans as a way to help eliminate the need for multiple databases and integrations to maintain accurate customer records. “Insightly was our database of customer and agent broker contact information,” said John Fleury, President of Fleury Risk Management. “We decided to upgrade so that we could increase customer engagement and prospect outreach.”
The full Customer Story can be read here.