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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AgentExpress stands out as an innovative quoting and enrollment platform, transforming the conventional CMS experience to empower brokers in the dynamic world of insurance. Our unique approach combines technology, comprehensive training, and unwavering support to enable agents to deliver exceptional service to their clients. With decades of expertise in both the insurance and tech industries, AgentExpress leads the market in broker technology solutions for Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life. When you partner with AgentExpress, you gain a dedicated team focused on your business success. Expand your enterprise through extensive product knowledge, advanced technology, and sales training, which can be accessed via our weekly webinars, collaborative training sessions, or through our pioneering micro-learning platform designed specifically for insurance professionals. This commitment to agent development ensures that you are always equipped to adapt to the industry's evolving demands.

Description

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Compulife
NinjaQuoter

Integrations

Compulife
NinjaQuoter

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$25 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AgentExpress

Founded

2014

Country

United States

Website

www.agentexpress.com

Vendor Details

Company Name

Insureio Technologies

Founded

2014

Country

United States

Website

insureio.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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