Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Description
Venntive is a complete CRM and Business OS that eliminates silos and tech stacks.
The platform is seamless and allows customers to manage their entire customer lifecycle starting at the first touch. It can also be used to track the customer's progress throughout the customer's lifecycle.
Venntive has everything you need in a marketing automation platform, a sales stack and customer success/engagement. It also includes operations.
Although integration with third-party apps is not required, Zapier is a CRM Connector and has an API.
No-code customization eliminates the need for ongoing expense and time to update or customize your Venntive instance.
Venntive is also extremely cost-effective right from the beginning, so a reduction in costs does not necessarily mean a reduction of staff.
Venntive is a smart, efficient B2B SaaS solution that allows you to start, scale and manage your business right away.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Twilio
Yes
Go Integrator Cara
Yes
Nexsure Insurance Platform
Yes
Nylas
Yes
Olark
No
PayPal
No
QuickBooks Online
No
RingCentral Automatic Call Recording
Yes
Shopify
No
Sonant
Yes
Integrations
Twilio
Yes
Go Integrator Cara
No
Nexsure Insurance Platform
No
Nylas
No
Olark
Yes
PayPal
Yes
QuickBooks Online
Yes
RingCentral Automatic Call Recording
No
Shopify
Yes
Sonant
No
Pricing Details
$69per user per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$150.00/month
Pricing is based on valid contact emails and seats (Shared Users). Starts at $150.00/month for 1,500 contacts and 2 seats
Free Trial
Yes
Free Version
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
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
InsuredMine
Founded
2017
Country
United States
Website
www.insuredmine.com
Vendor Details
Company Name
Venntive
Founded
2010
Country
United States
Website
venntive.com
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
Product Features
Customer Engagement
Analytics
Yes
Churn Management
Yes
Communication Management
Yes
Community Management
Yes
Content Syndication
No
Feedback Collection
Yes
Gamification
No
Live Chat
Yes
Video Content
Yes
Customer Success
Account Alerts
Yes
Account Management
Yes
Communication Management
Yes
Customer Engagement
Yes
Customer Lifecycle Management
Yes
Health Score
Yes
Onboarding
Yes
Revenue Management
Yes
Usage Tracking / Analytics
Yes
Win / Loss Analysis
Yes
Enterprise Content Management (ECM)
Archiving & Retention
Yes
Collaboration Tools
Yes
Content Lifecycle Management
No
Digital Asset Management
Yes
Document Management
Yes
Electronic Signature
Yes
Information Governance
Yes
Mobile Access
Yes
Search
Yes
Version Control
No
Workflow Management
Yes
Learning Management Systems (LMS)
Academic / Education
No
Asynchronous Learning
No
Blended Learning
Yes
Built-In Course Authoring
Yes
Corporate / Business
Yes
Customizable
Yes
Gamification
No
Learner Portal
Yes
Mobile Learning
Yes
Open Source
No
SCORM Compliance
Yes
Synchronous Learning
Yes
Video Conferencing
No
eCommerce
Yes
eLearning Companies
Yes
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
Yes
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
Yes
Search Marketing
No
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes