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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Productivity solutions facilitate quicker and more effective interactions with customers. Establishing a unified repository of information enhances the quality of responses provided. Our tools are designed to pinpoint customer traits that indicate product affinity and purchasing intent. By implementing multi-step omnichannel marketing strategies, you can boost your return on investment. We cater to various sectors, including banking, insurance, mutual funds, and securities, offering flexible deployment options through on-premise, private, or public cloud solutions, tailored to your preferences. This adaptability ensures that you can select the deployment method that best fits your organization’s needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ion No 

Integrations

Ion Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information 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 Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Contactability

Founded

2012

Country

United States

Website

www.contactability.com

Vendor Details

Company Name

Talisma

Founded

1994

Country

United States

Website

www.talisma.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

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Lead Management

Activity Tracking No 
Campaign Management Yes 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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