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Kelli Dillon
Licensed Medicare Trusted Advisor
Professional Background
Kelli Dillon is a dedicated Life & Health Insurance agent with a wealth of experience and a passion for empowering others through insurance education. With a strong commitment to providing personal service, Kelli has built a reputation as a reliable and sincere professional in the insurance industry. Her approach to business prioritizes quality customer experiences, ensuring that each individual feels valued and informed.
Throughout her career, Kelli has held various positions that have honed her skills and expanded her expertise in the health insurance landscape. Notably, she is a Licensed Medicare Direct Sales professional with Advanced credentials at Blue Shield of California. Her work in this esteemed organization has allowed her to work closely with diverse clients, helping them understand their insurance options and navigate the complexities of Medicare.
Before her current role, Kelli served as a Pharmacy Sales Representative and Licensed Health Insurance Agent at AIDS Healthcare Foundation. In this capacity, she not only sold insurance products but also played a crucial role in project management, overseeing various initiatives that aimed at improving health outcomes for marginalized communities. Her experience in project management enabled her to lead teams effectively and work collaboratively towards achieving impactful results. Kelli's strong interpersonal skills and ability to foster relationships were instrumental to her success in these roles.
Education and Achievements
Kelli Dillon's educational foundation is rooted in a commitment to understanding human development and child development. She studied for a Bachelor of Arts in Human Development at Antioch University New England, where she gained insights into the psychological and social factors that influence growth and development throughout the human lifespan. This background informs her approach to client interactions, allowing her to connect with individuals on a personal level and address their unique needs.
Additionally, Kelli pursued further studies in Child Development at California State University, Los Angeles. This educational experience equipped her with advanced knowledge of developmental theories, which she applies in her practice, particularly when engaging with families and children who require specialized insurance coverage. Kelli’s focus on education and empowerment drives her to continually provide information that helps clients make informed decisions about their health insurance options.
Achievements
Kelli's journey in the health insurance industry has been marked by significant achievements that underscore her dedication to her clients and her professional growth. As a licensed Medicare sales agent, she stands out for her ability to demystify complex insurance products, helping clients feel secure and confident about their options. Her sincere and honest approach not only fosters trust among her clients but also encourages them to seek her advice and support during pivotal moments in their lives.
Kelli's impactful work at the AIDS Healthcare Foundation stands out as a testament to her commitment to community service and public health. As a project manager, she was instrumental in driving forward initiatives that aimed to improve health services for vulnerable populations, thus making a meaningful contribution to the lives of many. Her background in pharmacy sales further enhanced her knowledge of medication and healthcare, making her a well-rounded resource for clients navigating the healthcare system.
In all of her roles, Kelli has embraced a philosophy of service with an authentic smile—an approach that resonates deeply with her clients, leading to lasting relationships built on trust and mutual respect. Her unwavering focus on quality service has established her as a go-to expert in health insurance, known not only for her skills but also for her compassionate approach to client care.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.
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