Your all-in-one donor & servicing management solution

Our Turnkey Complete Platform

Purpose Platforms is an all-encompassing, industry-specific donor and servicing management solution designed to help your team be more efficient, increase donations, and improve donor retention.

Our innovative tools are tailored specifically for the health, benefits, and senior market insurance sectors, ensuring you have everything you need to thrive.

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Empowering Nonprofits with Comprehensive Management Solutions

  • Nonprofit Donor Interactions
    Streamline your donor interactions and maintain comprehensive records with our specialized CRM designed for independent agencies, GAs, IMOs, FMOs, and call centers. Manage records for individuals, groups, policies, agents, and carriers in one centralized location.

  • Client & Policy Management:

    Simplify the management of your clients and their policies, ensuring that you can focus on what matters most—building relationships and improving retention.

  • Integrated Fundraising and Servicing Automation Tools:

    Automate your sales processes and servicing tasks to maximize efficiency and drive growth.

  • Downline Agent & Agency Management:

    Effectively manage your agents and agencies, ensuring that everyone is aligned and working towards common goals.

  • Lead Routing & Assignment:

    Keep your team organized and on track with built-in task management and scheduling tools.

  • Task Management & Online Scheduler:

    Enhance communication with clients and team members through our integrated VoIP system, complete with call recording, communication tracking, email marketing, and text messaging.

  • Built-in Insurance VoIP:

    Enhance communication with clients and team members through our integrated VoIP system, making it easier to connect and collaborate.

  • Retention-Focused Workflow Automation:
    Utilize automated workflows to enhance client retention and streamline processes.

  • Reporting & Data Analysis:

    Dive deeper into your business success with high-level and in-depth reporting and data analysis tools to identify trends and make informed decisions.

  • Electronic Compliance Management:

    Stay compliant with industry regulations effortlessly with our electronic compliance management tools.

At the heart of the Purpose Platform is a robust set of tools that streamline operations and enhance your fundraising efforts. Manage your organization’s leads, prospects, and clients all in one centralized location, allowing your team to focus on what truly matters: building relationships and fostering donor loyalty.

OUR WORKFLOWS & DASHBOARDS

Effortlessly Navigate Today's Non-Profit Landscape

All the Impactful Solutions You Need in One Platform

In today’s rapidly evolving nonprofit landscape, organizations face increasing challenges in managing donor relationships, compliance, and operational efficiency. Purpose Platforms stands out as a turnkey solution that not only addresses these challenges but also positions your organization for long-term success.

Scroll below for a comprehensive review of our Turnkey Complete Platform.

Manage your organization’s leads, prospects, and clients all in one centralized location.

Our platform enables you to convert more prospects and enhance your sales team’s initiatives with insurance-specific sales enablement tools.

Centralized Management:

Our platform consolidates all your leads, prospects, and client information in one intuitive interface. This centralized management system fosters seamless communication and collaboration among team members, allowing you to build and maintain meaningful relationships with donors.

Increased Efficiency:

With integrated sales and servicing automation tools, Purpose Platforms significantly reduces administrative burdens. Automating routine tasks allows your team to focus on strategic initiatives that drive your mission forward.

Enhanced Donor Retention:

Retaining donors is crucial for any nonprofit. Our client and policy management features are specifically designed to enhance donor experiences through personalized interactions and timely follow-ups, ensuring that your supporters feel valued and engaged.

EXPLORE AMS+

Customer & Policy Management

The health, benefits, and senior insurance-specific tools in Purpose Platform's solution make managing your organization and improving donor retention simpler.

Revenue Enablement

Enhance your operational efficiency, boost donations, and foster lasting relationships with your donors. Our turnkey solution is designed to meet the unique challenges of the nonprofit sector, providing you with the tools you need to succeed.

Why Purpose Platforms is Becoming #1 Recommended Nonprofit Industry Growth Platform

Featured video testimonial

Hunger Nonprofit Solutions

See how Feed The Children uses the features in Purpose Platform's solution to create notable time and money savings.

Looking for more? Explore the Plus Suite of industry-specific solutions.

Commissions+

AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

Quote+

Quote+, an AgencyBloc solution, is an all-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

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