Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our objective is to enhance your customer acquisition strategy and drive increased profits. We possess and generate traffic from some of the most influential insurance websites, such as SmartFinancial.com and UnitedStatesInsurance.com. The process is straightforward: we identify insurance shoppers with high intent while they browse online. Next, we prompt them to complete a detailed application comprising 35 questions that cover their existing coverage and contact details. This consumer data undergoes a thorough screening and verification process through LeadiD/Jornaya, xVerify, RealValidation, along with our unique human verification method. Once prospects are pre-qualified, they are promptly delivered to your agency, ready for quoting. We ensure that insurance customers are matched with the most effective conversion channels, and all collected application details are sent to you through leads, calls, or clicks. By implementing this efficient system, your agency can experience a significant improvement in lead quality and conversion rates.
Description
Docutrax's online system for tracking documents and certificates of insurance is designed to meet best-practices risk management goals. The system automates many of the tedious, time-consuming, and error-prone processes involved in obtaining and tracking COIs or other documents. Docutrax has been proven to achieve higher rates of insurance coverage compliance, at lower cost, while enhancing business processes in ways previously unimaginable. Its flexible interface can be adapted to any business organization. All parties involved are automatically notified via customized vendor/broker notifications, and pushed email alerts to the designated personnel. Our licensed insurance and support personnel ensure informed customer services to our client (tenants, vendors/suppliers, contractors or franchisees). Their insurance agents.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$4,500 per year
Both self-managed and fully-managed options are available
Free Trial
No
Free Version
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
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Contactability
Founded
2012
Country
United States
Website
www.contactability.com
Vendor Details
Company Name
Risk Toolbox Inc.
Country
United States
Website
docutrax.com
Product Features
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
Yes
Lead Segmentation
No
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
No
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
No
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No
Commercial Real Estate
Brand Management
No
CRM
No
Cash Flow Analysis
No
Critical Date Alerts
No
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
No
For Property Managers
Yes
Portfolio Management
No
Strategic Planning
No
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
Yes
Contract Lifecycle Management
No
Electronic Signature
Yes
Full Text Search
No
Government Contracts
No
Pre-built Templates
No
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
No
Contractor Management
Contractor Database
No
Insurance Tracking
Yes
License Tracking
No
Permit Tracking
No
Skills & Competencies
No
Task Management
No
Work Hour Tracking
No