NAIFA, SKIPIO form exclusive partnership to empower members with new client relationship software

Falls Church, Va., Salt Lake City — Sept. 14, 2016 — The National Association of Insurance and Financial Advisors will partner with Skipio to provide members with a customer relationship software and communications tool comprising texting, email, voice messaging and mobile invoicing to personally connect with their clients.

“NAIFA’s 40,000 members are community-based business owners who understand the value of retaining clients with ongoing communications about their financial security, while finding new ways to connect with prospects and engage them with messages about their services,” said NAIFA President Paul Dougherty, LUTCF, FSS, HIA. “Skipio offers an effective solution for insurance and financial advisors to reach both audiences with personal messages across multiple platforms.

Skipio provides a user-friendly dashboard for financial professionals to engage their customers with authentic conversations immediately and efficiently, enhancing their ability to establish personal one-on-one relationships with every customer they serve.

“NAIFA has been serving consumers for more than 125 years, so they know that consistent and calculated contact with clients and prospects over time is critical to growing and building their businesses,” said Randy Garn, chief marketing officer of Skipio. “We are thrilled that Skipio can be the key for agents to accomplish this more effectively and successfully.”

Representatives from Skipio will attend NAIFA’s 2016 Performance+Purpose Conference Sept. 17-19 in Las Vegas, during which members will have the opportunity to view a demonstration of the CRM tool.

NAIFA members interested in receiving more information about this exclusive partnership, which involves members-only pricing and other benefits, may visit or text the words NAIFA to 888-810-6315.

About NAIFA: Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

About Skipio: Skipio began with the simple goal of providing an easy-to-use software that allows businesses to consistently and personally reach their customers through text, email, and voicemail. It has continued to develop to become the most manageable and simple tool for contacting, communicating and keeping your clients. For more information: