Marketing, Prospecting & Activity Management 

    GAMA Resource Partners are best-in-class solution providers who are granted exclusive access and brand exposure to more than 4,000 domestic leaders (and 3,500 international leaders) in the insurance, investment, and financial services industry, including agency and firm owners.

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    25 Point System's™ software platform for on-boarding and developing new advisors helps managers attract, retain and grow a digital-age field force by integrating innovative activity management concepts and skill development tools, in an environment that inspires self-management and accountability.

    Modeled after 25 Point Systems™ under John Baier’s industry-renowned 25-Point System. 25 Point Systems™ includes engaging features like leaderboards and a team-based social media feed. Built-in skill development tools introduce micro-learning content, and provide an interface that enables a producer to record scripts and selling techniques, submit to their trainer, manager or mentor, and gain feedback any time of day. At its core, the concept is built on game-like levels, allowing assignments, skill development and production goals to be set for each producer, and utilized as the criteria for incentives, rewards, and advancement opportunity.

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    AdvisorConnect’s industry cloud solution redefines the way that enterprises support and enable their field salesforce to grow revenue, reduce turnover and develop talent. The AdvisorConnect platform replaces outdated and manual processes with a digital solution built specifically for the insurance agent and financial advisor of the future. By leveraging deep domain expertise, advanced machine learning, and data science, the AdvisorConnect platform more than doubles the pipeline generated per rep and cuts non-revenue producing activities in half. AdvisorConnect’s virtual coach provides ongoing advice and support for agents and advisors, as well as their managers.

    BizEquity has taken its patented business valuation technology and packaged it with the next generation of prospect marketing to create a revolutionary advisor technology. Use BizEquity to capture assets and better protect your current and future clients. Become the financial professional to whom all business owners turn.

    A firm without a marketing strategy for diverse segments could be missing 75% of their potential customers. GDM solves this Great Disconnect between financial advisors and the customers they serve.

    Identity Branding / e-Relationship
    E-Relationship was the first client and prospect e-connection tool in the insurance and banking sector in the United States and Canada. Today, it is indisputably the largest and most robust!  Agent testimonials attest to the system's effectiveness with increased appointments, increased sales, increased client loyalty and increased agent confidence. The effect of staying in touch with clients and connecting frequently with prospects has multiple advantages ­ all positive in their effect on production, retention and satisfaction.  The four phases of Prospect Attraction are Specific Prospect Focus, Creating Local Awareness Strategies, Building Agent Character Uniqueness and Implementing an Automatic Frequent Touch Strategy. Though there are four phases, Frequent Touch is the hallmark to prospect attraction. The inability or oversight of staying in frequent touch will cause decreased loyalty and awareness to fade.

    Imprezzio has been providing products and solutions to the insurance and financial services industry for over a decade. Our clients include companies of all sizes looking to maximize ROI by enhancing their lead management capabilities and making workflow and business process automation a key focus within their organizations.

    Imprezzio’s full-featured AgentsAlly™ Solution Suite consists of modularized products that can be connected together as a complete solution or integrated with internal systems to provide seamless workflow transitions for users. Anchored by our flagship, AgentsAlly, these applications can follow your company’s leads from “source to sale” and beyond to manage every facet of prospect and client relationships. We know that to be successful in the ever changing marketplace, decisions on key issues must be made every day. It is critical to have the ability to receive reliable business intelligence in real-time. Our data services, including market data appending and analysis modeling, combined with our rich UI applications translate to powerful analytics and robust reporting that makes the information not only visible but actionable at every level of the enterprise.WatchVideo-Button.png
    SAM - Launched in 1995 to make a difference, Sales Activity Management, Inc. (SAM) created a new industry around an old concept: “We reap what we sow.” Today, we are the industry standard providing tens of thousands of clients each year with custom activity management tools and systems to help them achieve their goals, manage success and control the direction of their business. How? SAM empowers you with the Concept and equips you with the Tools that bring this business building strategy to life!