Features and Benefits for the Independent Insurance Agents....
Previous
Next
INCLUDED WITH FREE ACCOUNT
AVAILABLE
ADD ON FEATURES
- CRM Manager
- Add Leads & Customers
- Add / Edit Business
- Add / Edit Follow-ups
-
Upload & Store Documents
(doc, exl, PDF, Jpg, and more ...) - Centralized Lead & Customer Data
- Built in Affiliate Program
- Refer & Register Downline Users
- Internal Email
- Track Lead Intrest
- Track Business
- Track Lead & Client History
- Create Lead Relationships
AVAILABLE ADD ON FEATURES
CALL CENTER
- Call Millions
- List & Messages Included
- 100% Web Managed
- Send Millions of Calls
- Databases Included
- Robocalling
- Voice Broadcasting
- Pre-Recorded Telemarketing
- Call Live Individuals
- Call Machine Only
- Back Office Manager - Turn on and Off
- Record all Calls
- Many Many More Features...
AVAILABLE ADD ON FEATURES
GEO TARGET LEAD
- Mobile Target Marketing
- Targeted Audiences
- Omni-Channel Ads
- Weatherbug
- Zynga
- The Weather Channel
- BBC News
- Wired
- IGN
- ESPN
- CNN
- USA Today
- Expedia
- ... and more
- display ads on Computers, Mobile, Table, TV
- Behavioral Audience
- Brand Targeting
- Proximity Targeting
- Neighborhood
- Weather Triggering
- Daily Reach 190M devices
- Measure by Views
- ...and more
Customizable
Replica & Lead Capture
- Web page / Main Landing Page
- 7 Replica Lead Capture Web Pages
- 7 Lead Capture Web Pages
- Customize Each " Call To Action" Button To Any Target URL
- Customize Background Image Feature On Replica Pages
- Place Your Logo On Replica Pages
- Place Your Contact Information On Replica Pages
- Customize Areas of Main Landing Page
Replica and Lead Capture Pages
- Life
- Annuity
- Health
- Medicare Supplement
- Medicare Advantage
- Medicare PDP
- Dental / Vision
AVAILABLE ADD ON FEATURES
QUOTE ENGINE (QE)
- HIPPA Compliant
- Medicare Supplement
- Customized & Personal Medicare Supplement Client Quote URL
- Medicare Advantage Quote engine Side by Side Comparison
- Medicare PDP side by side comparison
- Medicare Special Needs Rates
- Create Client Profile
- Upload Client List
- Side By Side Compare Up To 5 Carriers
- Rate Adjustment History
- Rate Change Date
- Market Analytics
- Medicare Supplement Health Condition & Medication Underwriting Filter
- Links To Carrier Websites
- PDF Application Download
- Medicare Supplement E- Application Submission
- IOS / Android Mobile App Access
- List Item
- Multiple Client Quoting
- Prescription Drug Search & Save
- Custom Medicare Supplement Website Plugin For Consumer Quoting
- Document Locker
- Hospital Indemnity Quote Engine
- Senior Dental Quote Engine
- Final Expense Life Quote Engine
- eSOA Document Signing
Lead Completion
Track Information Collected and Needed
70%
