Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

DailyStory is a digital marketing automation platform that combines all the tools you need to create, manage, automate, and measure successful digital marketing campaigns. It's simple and easy to use. Included: * Audience segmentation * Personalization of Audience * Email marketing * SMS / Text Message Marketing * Push notification marketing * Landing Pages * Notifications and visitor tracking * Popups * Integration of forms and web site * Extensive reporting & analytics ... and many more! DailyStory integrates with many popular platforms like Salesforce, Telligent Community and MINDBODY. Zapier is available for integration with almost any software platform.

Description

Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage Yes 
BigCommerce Yes 
Eloqua Yes 
GitHub Yes 
Go Integrator Cara No 
Google Analytics Yes 
HubSpot Marketing Hub Yes 
Mailchimp Yes 
Mailgun Yes 
Mindbody Yes 
Nexsure Insurance Platform No 
Nylas No 
RingCentral Automatic Call Recording No 
Salesforce Yes 
Shopify Yes 
Slack Yes 
Sonant No 
Twilio No 
WooCommerce Yes 
WordPress Yes 

Integrations

Adobe Marketo Engage No 
BigCommerce No 
Eloqua No 
GitHub No 
Go Integrator Cara Yes 
Google Analytics No 
HubSpot Marketing Hub No 
Mailchimp No 
Mailgun No 
Mindbody No 
Nexsure Insurance Platform Yes 
Nylas Yes 
RingCentral Automatic Call Recording Yes 
Salesforce No 
Shopify No 
Slack No 
Sonant Yes 
Twilio Yes 
WooCommerce No 
WordPress No 

Pricing Details

Free
Pricing is based on number of marketing contacts and is free for less than 250 contacts.
Free Trial No 
Free Version Yes 

Pricing Details

$69per user per month
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

DailyStory

Founded

2017

Country

United States

Website

www.dailystory.com

Vendor Details

Company Name

InsuredMine

Founded

2017

Country

United States

Website

www.insuredmine.com

Product Features

Account Based Marketing

Analytics No 
Campaign Personalization Yes 
Customer Segmentation Yes 
Engagement Monitoring No 
Lead Nurturing Yes 
Lead Scoring Yes 
Progress Tracking No 
Prospecting Tools No 
Target Account Identification Yes 

Campaign Management

Channel Management No 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

CRM

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

Customer Engagement

Analytics Yes 
Churn Management Yes 
Communication Management Yes 
Community Management No 
Content Syndication Yes 
Feedback Collection Yes 
Gamification No 
Live Chat No 
Video Content No 

Customer Experience

Action Management No 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection Yes 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Product Features

Commercial Insurance

Billing & Invoicing No 
Broker / Agent Portal Yes 
Claims Management No 
Commission Management No 
Customer Portal Yes 
Document Management Yes 
Insurance Rating No 
Policy Management Yes 
Quote Management No 
Reinsurance Administration No 
Risk Assessment No 
Underwriting Management No 

Content Marketing

Audience Targeting Yes 
Brand Management Yes 
Campaign Management Yes 
Categorization / Grouping Yes 
Conversion Tracking Yes 
Distribution Management Yes 
Editorial Calendar No 
Multi-Channel Publishing No 
Publish Scheduling No 
SEO Management No 
Social Media Management No 
Video Management No 

Customer Engagement

Analytics Yes 
Churn Management Yes 
Communication Management Yes 
Community Management Yes 
Content Syndication Yes 
Feedback Collection Yes 
Gamification Yes 
Live Chat Yes 
Video Content Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management Yes 
Multi-Channel Collection Yes 
Sentiment Analysis Yes 
Survey Management Yes 
Text Analysis Yes 
Trend Analysis Yes 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score No 
Onboarding Yes 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns Yes 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Insurance Agency Management

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

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking Yes 
Policy Generation No 
Policy Issuance No 
Policy Processing No 
Quotes / Estimates Yes 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management No 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload No 
Commercial Lines No 
Comparative Insurance Rating No 
Customer Portal Yes 
For Casualty Insurance Yes 
For Health / Medical Insurance No 
For Life Insurance Yes 
For Personal Insurance Yes 
Multi-State Yes 
Multiple Line Rating No 

P&C Insurance

Billing & Invoicing Yes 
Broker / Agent Portal Yes 
Claims Management Yes 
Commission Management Yes 
Customer Portal Yes 
Document Management Yes 
Insurance Rating No 
Marketing Automation Yes 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management No 

Alternatives

Altcraft Reviews

Altcraft

Altcraft Platform

Alternatives

Verity Reviews

Verity

VRC Insurance Systems
Jenesis Agency Management Reviews

Jenesis Agency Management

Jenesis Software