Computer software that provides web-based access in the field of the insurance and investment industry as it relates to the sale of annuity products, sale of life insurance, and financial planning; computer software that provides web-based access to an Independent Marketing Organization in the field of marketing certain insurance products and services to licensed insurance and investment producers; computer software for use in Customer Relationship Management (CRM) to assist insurance professionals, financial professionals and Independent Marketing Organization with maintaining and consolidating into one database namely, providing ability to manage documents; manage client relationships; customize marketing campaigns; return on investment tracking; account aggregation; lead conversion monitoring; asset tracking; maximize office efficiency; maintain action alerts; calendar management; document management; workflow tracking; generate customized reporting; ability to upload documents and other types of information; integration into Customer Relationship Management (CRM) of outside programs

Business services, namely, providing Customer Relationship Management (CRM) software in the field of insurance and investment industry to assist insurance professionals, financial professionals, and Independent Marketing Organizations with maintaining and consolidating information into one database, namely, providing ability to manage documents; manage client relationships; customize marketing campaigns; return on investment tracking; account aggregation; lead conversion monitoring; asset tracking; maximize office efficiency; maintain action alerts; calendar management; document management; workflow tracking; generate customized reporting; ability to upload documents and other types of information; integration into Customer Relationship Management (CRM) of outside programs

Design and development of Customer Relationship Management (CRM) software in the field of the insurance industry and investment industry to assist insurance professionals, financial professionals, and Independent Marketing Organizations with maintaining and consolidating information into one database; platform as a service (PaaS) software in the nature of a database for compiling data customer data and customer interactions for enabling marketers to plan, personalize, optimize and customize communications with customers throughout the marketing, sales, and service lifecycle; platform as a service (PaaS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions; platform as a service (PaaS) featuring computer software platforms for enabling marketers to plan, personalize, optimize, monitor, analyze and measure customer interactions across channels and devices; platform as a service (PaaS) featuring computer software platforms for enabling marketers to plan, personalize, optimize, monitor, analyze and measure customer interactions across social media, customer relationship management (CRM) systems, point-of-sale systems, web analytics, web posts, email and mobile devices