In our most recent portal update we announced a number of new connections to third party systems. Every CRM record connected to a third party feed creates efficiency for your business, so please be sure to reach out if you would like us to help you turn on any of these connections.

Over the coming months, we also have the following connections on our roadmap

• Praemium
• Xplan
• Zurich Insurance
• MLC Insurance
• Xero