I-Relay™ is a web-based client relationship/contact management (CRM) application tailored to meet the needs of the insurance producer, broker or agent. I-Relay™ was designed to help producers manage their existing client base while continually recruiting qualified clients to grow their book of business. The I-Relay tool is capable of receiving data feeds from agencies who utilize Agency Integrator™ with their permission.

Key benefits include:

• Ability to track any Life, LTC, DI, Health, or Annuity policies.
• Integration with Agency Integrator™, which allows an agent to receive case status updates on all of that producer's cases, including information on in-force cases.
• Marketing campaign functions for producers to send targeted communications to prospects, professional advisors, or clients in specific groups.
• Robust marketing tools that are flexible and powerful enough to help a producer create a single email, coordinate a mail merge, initiate a drip marketing campaign, or launch a sophisticated marketing initiative.
• Tools to foster more effective communication with existing clients, ultimately leading to more repeat business and increased referrals.
• Data conversions from multiple sources, including archived data, into I-Relay™.
• Tactical and technical support offered by an implementation team and the AgencyWorks Help Desk.