CRM Solutions

One integrated system brings together a complete, 360-degree picture of the customer puzzle.

Wipfli Connect for Insurance allows everyone in an organization to see a 360-degree, at-a-glance picture of every policyholder, claimant, agency, agent, and vendor. It allows teams to track, monitor and manage activities from a single system that holds all critical information.

Share valuable information across the organization and ensure nothing is overlooked. Align every interaction with the contract’s needs, realize opportunities and act on them to grow the business. 


Learn how Wipfli Connect for Insurance can make a difference in your organization.
Contact us today.

Go Beyond the Ordinary - Video

Today, more than 2,000 Wipfli team members with an unmatched breadth and depth of experience are trained to help individuals and businesses of all sizes streamline processes, improve performance, leverage the right technology, and stimulate financial growth.