Customers and Prospects

  • Sophisticated customer parsing, cleansing and matching technology
  • Combines internal customer data with external demographic information
  • Includes prospective customer identification and demographic data


Policy Quotes

  • Integrates data from multiple quote systems
  • Allows tracking of initial interest and resulting new policies


Policies and Other Products

  • Insurance Policy (Personal & Commercial Lines)
  • Financial Product (Annuities, Life, Retirement, etc.)
  • Banking ( Demand Deposits, Loans)


Agent Enablement

  • Designed, built and deployed a custom CRM solution supporting 4000+ agents
  • Allows agents to quickly identify their best opportunities and better service their customers

For more information about BAAX or to begin a consultative engagement, please contact us: