WHY CHOOSE GOING HIGHER CRM?


Through years of experience and countless hours of investigation, we have identified specific areas that cause issues within each third-party entity responsible for the agent’s production. Many of these issues occur through improper tracking of data, and the inability to pull and produce accurate reporting whether that be hierarchy (RTS), beneficiary information, SOA, enrollment, call recordings, marketing, agent performance, drugs & doctors, HRA rider or DVH completion, commission reconciliation, etc...

MORE THAN JUST A CRM

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Technology Made Simple

All the work is done behind the scenes for you

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Integrations that Matter

Data integrations that grow your business and increase profitability

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Winning Solution

Aligning with all of our customer needs makes for a win win

INTEGRATIONS THAT MATTER

Behind the scenes we make all of the technology speak to one another so you don't have to. Focus on growing your business!

OUR INTEGRATIONS

  • Quoting & Enrollment

  • Call Recording Dialers

  • Lead Generation

  • Commission Reconciliation

PRICING

MONTHLY

$117

PER Month
PER USER

PAID MONTHLY

Email Fees, SMS charges and Integration API usage charged separately.

ANNUALplan

$1284

PER YEAR
PER USER

PAID ANNUALLY

Email Fees, SMS charges and Integration API usage charged separately.

OUR THOUGHTS

Proper data storage and visibility are the key to running and scaling a successful business in any industry. It can be challenging to navigate these complexities as an agency owner and find the right solutions for your unique business model. As an independent entity with unique insights and a multifaceted approach, we have the full capability to make quick and seamless adjustments to fit the needs of an ever-evolving marketplace.

Our CRM provides a workflow that you can succeed with, without piecemeal solutions and bandied fixes; to minimize administrative lifts and manual entries that increase the probability of error and/or data loss.

Choose Option(s)

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Contact Us

Call us at: +1 415-320-1843

Understand Your Data!

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