Integración con RiskAdvisor

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Descripción general

Connect your RiskAdvisor insurance platform with Salescaling to manage your clients and policies.

Cómo funciona

  • When a new client is added in RiskAdvisor, a new contact can be created in Salescaling.
  • Keep your insurance and sales data perfectly in sync.
  • Help your agents connect their clients with the right insurance with an integrated solution.