powered by bam

Partners Life CRM

Branding, automation, and marketing tools designed for growing insurance and advisory practices.

$97/mo $49/mo
Founding member pricing. Immediate access to client reporting tools.

bam CRM FEATURES

Everything needed to manage, market, and grow your practice.

Websites & Lead Generation

Communication & Conversations

Marketing & Automation

CRM & Sales Management

Reputation & Business Growth

Courses, Communities & Training

  • Funnels

  • Websites

  • Forms Builder

  • Survey Builder

  • QR Codes

  • Blogs

  • 2-Way Text & Email Conversations

  • Facebook Messenger

  • GMB Messaging

  • Web Chat

  • Missed Call Text Back

  • SMS & Email Templates

  • Email Marketing

  • Workflows

  • Campaigns

  • Triggers

  • Trigger Links

  • Social Planner

  • CRM

  • Opportunities

  • Calendar

  • Invoices

  • Text To Pay

  • All Reporting

  • Reputation Management

  • GMB Call Tracking

  • Launchpad

  • Memberships

  • Communities

  • Certificates

  • Quizzes

SMART POLICY MONITORING

PROTECT RENEWALS AND REDUCE CHARGEBACKS

  • Daily Producer Portal Syncs

  • Smart lists for at-risk policies

  • Automated retention workflows

  • Birthday reminders & templates

  • Annual policy & account review templates

  • Lapse prevention tracking