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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

It is not difficult to get leads. It's not the problem. The problem is knowing which leads will turn into revenue and which ones will be a waste of your marketing budget. Your CRM system may not show you the source of your web lead sources if you're like most businesses. This could lead to you spending a lot of marketing budget on low-quality leads who don't convert. It doesn't suffice to measure form fills because different traffic sources attract clients with drastically different quality. One channel may have a few high-converting clients over the long-term, while another could generate only unqualified leads. Tracking the revenue generated is the only way to assess a marketing strategy. Most sales are not done online. They are closed by sales representatives, either in person or over phone. Google Analytics does not have access to these sales by default. This means that you don't know how much revenue was generated from a particular approach, ad or article.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Close Yes 
Compulife No 
NinjaQuoter No 
SuiteMaster Yes 

Integrations

Close No 
Compulife Yes 
NinjaQuoter Yes 
SuiteMaster No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25 per month
Basic: $25/month
Marketing: $50/month
Agency Management: $50/month
Marketing & Agency Management: $75/month
Free Trial Yes 
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 No 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars No 
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

GAConnector

Founded

2015

Country

Ukraine

Website

gaconnector.com

Vendor Details

Company Name

Insureio Technologies

Founded

2014

Country

United States

Website

insureio.com

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management No 
Multiple Data Sources Yes 
Web Services No 

Product Features

CRM

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

Insurance Agency Management

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

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