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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Whenever you sit down at your computer, ActionAlly is there to guide you toward your most crucial tasks. Gone are the days of staring at the screen in confusion or mindlessly scrolling through social media. Instead, you now have a dedicated partner ensuring your focus is directed towards meaningful work. Upon installing ActionAlly, you transition into someone who proactively organizes their daily agenda. As your workday comes to a close, ActionAlly prompts you to outline the key objectives for the following day, helping you understand not only what to prioritize but also the methods and reasons behind those tasks. With a clear vision of your responsibilities, the process of working becomes significantly more manageable. Additionally, the remaining time in your work session is conveniently shown in the OSX menubar, allowing for better time management. ActionAlly also has the capability to block your most distracting websites temporarily during your focused sessions. Throughout the day, you can monitor the number of productive sessions you've completed, giving you a tangible way to assess your efficiency and stay motivated. This enhanced structure helps cultivate a more disciplined approach to your work habits.

Description

Agents Ally is an advanced productivity solution designed exclusively for insurance professionals. Featuring top-tier functionalities such as SMPs, integrated Calling Sessions, and List Imports, Agents Ally introduces remarkable new features and enhances automation to maximize your marketing and sales efforts. An essential metric dashboard presents crucial insights at a glance and offers quick action links for convenience. The system employs weights and ranks to score scheduled tasks, ensuring that the most promising opportunities are prioritized for follow-up. By streamlining the execution of call tasks and campaigns, users can allocate more time to fostering deeper connections and relationships. Additionally, it provides the ability to generate customized, real-time marketing experiences that can automatically adjust to meet each customer's unique needs and preferences. You can maintain connectivity and productivity even when working remotely. Furthermore, Sequential Marketing Programs facilitate the delivery of targeted, multi-channel messages in a specific sequence over a set timeframe, ensuring your outreach remains effective and organized. This comprehensive approach not only boosts efficiency but also enhances customer engagement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce No 

Integrations

Salesforce Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$99 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

ActionAlly

Website

actionally.com

Vendor Details

Company Name

Agents Ally

Country

United States

Website

www.agentsally.com

Product Features

Task Management

Collaboration No 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling No 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

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