Financial Horizons is now an official Cloven partner
Cloven and Financial Horizons have partnered together to bring even more value and innovation to Financial Horizons advisors!
How Can I Optimize my CRM as an FH Advisor?
- Exclusive perks and discounts for Financial Horizons advisors using Cloven
- Approved by Financial Horizons leadership
- Trusted by top Financial Horizons advisors
Step #1
Sign Up for Cloven at an Industry-Best Rate
Any Financial Horizons advisor can sign-up for Cloven with a 10% discount. This exclusive rate is reserved for our top partners.
Step #2
Import Your Data
Whether your data is in Excel, or another CRM like ACT!, Equisoft, Maximizer or Salesforce, it can be imported into Cloven!
If you’re using Financial Horizons’ BlueSun Advisor, Cloven’s import widget allows for a “one-click” of all your contact and policy data into the CRM.
Step #3
Nurture Leads and Automate Your Process
Use Cloven’s pipeline to track leads, collaborate with your team and set reminders for yourself. Ensure no lead ever falls through the cracks.
Step #4
Simplify Your Software Toolkit
One of the biggest “unlocks” with Cloven is our productivity suite.
Get 50+ digital tools such as E-Signature, Calendar Bookings, Social Media Manager, Online Forms and more…at no extra cost.
The best part? It’s all part of 1 system– so no need to spend endless hours building integrations.
Here’s Why Teams in Canada Are Using Cloven
“I’ve had the pleasure of working with Massimo and his team at Cloven, and I can confidently say that their CRM software is by far the best in our industry.”
Jake Sheehan, Life Design Systems
“Cloven has been a game changer for our business…we used another provider the past 10 years, and have received more from Cloven in the first 6 months than from the previous provider over the 10 years.”
Adam Bornn, Managing Partner, Parallel Wealth
“Through working with the Cloven team, I’ve been able to automate key customer touchpoints. Not only has this saved me time, but it’s led to countless upsell opportunities.”
Cory Greenspan, President, Rockfield Financial
“With Cloven, I can be confident that I’m following up with each client appropriately and no-one is falling through the cracks. It provides the system to allow us to scale our business.”
Austin Wassink, Principal Advisor, Hometown Life Insurance
Want to ask specific questions?
If you have any questions on this, we'd love to speak with you! Let's schedule some time to chat:
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