Insurance Landing Page

ATTENTION: INSURANCE COMPANIES WHO ARE LOOKING TO INCREASE WALLET SHARE

Finally!! How to Fuel Your Insurance Sales Potential with AI-Fueled Selling in 90 Days or Less… Guaranteed.

Transform Your Insurance Distribution Today!

Discover how AI can optimize your agent interactions and skyrocket your wallet share in a fraction of the time with Microsoft AI

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The Challenge of Modern Insurance Distribution

Are you sick of cost-cutting? Tired of not having good data in your CRM and other GTM systems? Are you looking for ways to maximize the value of your relationships? At congruentX, we help insurance companies achieve their desired outcomes quickly.

In the last twenty years, our team has helped many Insurance companies with failing CRM implementations turn them around without poor adoption, bad data, or no context to the insights provided. Now, with AI, we can do it in a fraction of the time. This can be the same for you.

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gET my roi

sCHEDULE A cALL

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Simply Follow Our Blueprint To Success, And You'll Avoid Technology Failures And Worse –

Relationship Failures

Adding value creation can be much easier than you think. Many people simply don't know the correct steps, making them take far longer than needed. We've done all the hard work for you. All you need to do is take the first step and partner with us to work through an Envisiiong Lab. We will create a customized blueprint and help you achieve AI-fueled value acceleration in a quarter or less. Guaranteed.

Wallet Share Optimization
Enhanced Conversation Intelligence
Streamlined Trip Reports and Follow-Ups
Effective Territory and Account Management
Personalized Industry and Regulatory News Triggers

You won't just save time, either. When you follow our advice closely, you also achieve much better results.

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What To Expect and How to Achieve Guaranteed Outcomes with Our AI Solution…

Use Microsoft AI to take the friction out of getting your data in CRM. Learn to Turn technology from a hurdle to a catalyst for sales.

Leverage GTM playbooks and how we can help provide deep insights and gain actionable insights that traditional CRM can't provide.

Increase Engagement: Foster meaningful interactions that boost agent performance and loyalty.

Skyrocket Wallet Share and Experience a tangible increase in wallet share within 90 days.

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What Our Insurance Distribution Clients Are Saying!

“I wholeheartedly consider them part of my team, and they are embedded within my organization. They have more domain knowledge than some people within the firm.”

-Kenneth

One Digital Insurance

“We changed our focus when we changed partners. We changed our focus from our project to our users and business outcomes, and we went from processing 20 applications a week to 30 a day.”

-Kelly

VP Sales, SRB Capital LL