Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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