Neon-Flex CRM

No AMS
30-Day Free Trial
  • More and more, agencies are starting and/or growing without an AMS. Neon, built on Salesforce, allows agencies of any size to market, manage sales, and document and automate service processes while easily connecting web, phones, email and text. Click or tap the button to head to the App Exchange and download your free 30-day trial of neon today!

Connected AMS
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  • AMS-agnostic and connected to multiple AMSs, neon seamlessly moves data into optimized workflows and automations that help your agency scale efficiently. Reduce headcount, improve customer experience and lower cost per transaction by leveraging AMS and CRM connectivity. Click or tap the button to book a time to discuss your agency.

Any AMS
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  • If you're attached to your AMS but want to make better use of your data, improve efficiency using automations (and more), we got you! Neon automates daily data updates from any AMS so you can create a killer customer experience, relieve your team of margin-robbing processes and increase your agency EBITDA. Hit that button to explore the possibilities.
Built on Salesforce, neon does it all:

Agents manage people and relationships, not policies. The lifeblood of an independent agent is developing and nurturing leads: establishing a leads pipeline with qualified opportunities and leveraging best-in-class workflows for high-volume, no-margin service requisitions. In other words, an efficient conveyor belt of lead gen, sales and super-efficient service.

Leads

  • Connect website, social media and digital marketing assets to your lead funnel
  • Notify producers and managers when new leads come in and route them to the best person to handle
  • Utilize reports to increase leads and optimize marketing spends

Sales

  • Commercial Lines
  • Personal Lines
  • Health Insurance
  • Life Insurance
  • Medicare
    • Adopt and use with no set up or customize to fit your needs
    • Do it yourself or have our team do it for you
    • Never depend on expensive third-party consultants again

Service

  • 22 case subtypes pre-built for the most common service requests
  • Pre-built workflows, out-of-the-box or ready for customization
  • An entire catalog of automations to support enterprise-level customer experience and best-practices agency efficiency

Only $50 seat/mo!

Start your free trial

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