CRM SOFTWARE

For Insurance Advisors 

To Keep Track of Prospecting and Daily Activities to Achieve Desired Income Goals on Time

CRM Software and App for Advisors

Benefits of CRM Software and App For Advisors:

Keep records of Customer Journey  from Lead Generation to Conversions.

Do Analysis of Customer Records to decide future Prospecting Activities.

Do Analysis of Prospects to focus on Hot Prospects.

Keep Record of Daily Prospecting, Calling and Selling Activities.

Do Analysis of Prospecting Activities to Focus on Desired Market Segment.

Do Analysis of Calling and Selling Activities to improve Skills and Productivity.

Keep Records of Presentations Given, Sales Closed and Commission Received.

About Kamlesh Guru

Personal Note from Kamlesh Gurbuxani — Founder, Mission MDRT

During my tenure as a Development officer for 30 years and 6 years as a coach, I have witnessed growth of the industry and now observing a painful reality:

Talented professionals struggling to earn consistently
Hard work without predictable results
Motivation without structure
Training without execution
A profession losing public respect
 

Rather than launching another course, I founded Mission MDRT —
a performance-driven national movement designed to systematically build elite MDRT leaders.

My Personal Philosophy:

Discipline builds income.
Systems build consistency.
Accountability builds excellence.
Legacy builds meaning.
 

My Long Term Vision is to:

Create 1,00,000 Elite Insurance Leaders
Make ELRT as most prestigious platform for honoring Elite Insurance Leaders
Build Mission MDRT as a permanent national institution
Leave behind systems that outlive my lifetime
 

“My legacy will not be what I earn.
My legacy will be the  Elite Insuarnce Leaders I CREATE.”

If you are an advisor seeking predictable progress,
or a mentor building high-performing teams,

I invite you to join Mission MDRT — not as a student,
but as a serious professional committed to excellence.

- Kamlesh Gurbuxani