CIFSI

CIFSI is the internal app for staff of the Camarillo and Ridgecrest insurance agency offices. It brings the tools the team uses every day into one place. • Mail: your agency inbox, with folders, search, reply, forward and attachments. • Scoreboard: the team's weekly sales goals, progress against each goal, and points, for the Camarillo and Ridgecrest offices. • CRM: your desk of prospects and opportunities. Call, text or email in one tap, move a lead to its next stage, set the next action and add notes. • Mercury: ask questions and get answers straight from the agency's training library, with the source for every answer. • Ad performance (agents): spend and results by advertising platform and campaign. The app is for agency staff only and requires an agency sign-in.