About KnowITOnline CRM

Our single focus is to help you, the Financial and Insurance professional simplify the complexities inherent in your daily business.

About KnowITOnline CRM for Financial and Insurance Professionals

In 2000, we started to develop our proprietary system which included KnowITOnline™ CRM, The Quarterly Rapport™ and our Consolidated Financial Review™. Time tested and proven to work, we offer you a simplified way to keep yourself in front of your clients and offer unique services that will help you increase your sales, simplify your business and drive you to the next level.

Technology is ever evolving. Early in our planning we saw that developing software to install on a computer was going to be outdated. So we jumped ahead of the pack and started developing KnowITOnline™ as a web based CRM (Client Relationship Management) system that producers and their staff could access from anywhere, at anytime from any Internet connected computer. With the ever expanding universe of wireless connectivity, we feel we made a wise choice. We like to think of it as simplified cutting-edge technology. See how we can help you by contacting us today.

About the Founder

Gary Indianer has been an industry leader in helping individuals plan for their financial future for over 20 years. His beliefs that technology can create a more efficient business and assist the producer in communicating more effectively with customers are some of the driving forces in KnowITOnline.com. Starting with a concept in the 1980’s, The Quarterly Rapport™, and Consolidated Financial Review™ were born.

All that was missing was an Intra-Connected System in pulling it all together. Early in his career, Mr. Indianer devoted his life to assisting his clients, now through Intra-Agent Services; he wants to devote his time to help you do the same in simplifying your business.

Click here to view an archive of published articles I have written for the magazine "Life Insurance Selling."