AdviceTech Podcast #32 – CDM Solutions – Time-codes

0:00 – Intro
4:21 – Introducing CDM Solutions and the impact it has on client’s lives.
9:17 – The biggest challenges in getting the data together.
13:28 – The first level of efficiency, simplicity and staying sane.
26:14 – The benefits of CDM Solutions.
31:55 – How life insurance policies are updated.
35:59 – Some of the surprising features of the tool.
40:37 – How the information coming from CRM is often more accurate than what the advisors are getting from the insurer.
45:30 – Peita’s thoughts on CDM Solutions