Lifeplan is an insurance innovator, an independent insurance brokerage specializing
in financial risk analysis. Her work is the design of Emergency Protection Plans (Plan B) for Families, Professionals and Businesses.
Fresh Voltage designed a CRM based on the multiple sources of data and the particular requirements of the business to create indicators and have a planning tool and immediate information for its partners.
The solution combines SuiteCRM with TapCRM and with connectivity through custom api’s and scripts it uses Google Looker Studio (Google Data Studio) to monitor management level analyses.