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About Pluto

CRM & marketing automation for insurance agents

Pluto streamlines client management and automates marketing campaigns specifically for insurance professionals.

Use cases in GFunnel

  • Manage client relationships and pipelines
  • Automate policy renewal reminders
  • Track leads and conversion metrics

Automation ideas

  • Auto-send renewal notices before expiration
  • Segment clients by policy type
  • Schedule follow-up emails automatically

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