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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.

Description

PROFIDA® stands out as our premier software solution, tailored for the diverse sectors within the Financial Services and Insurance Industry. For professionals such as insurers, underwriters, brokers, or advisers, it provides specialized features and support designed to enhance sophisticated practice management and elevate client service standards. Additionally, for clients managing larger or varied operations, PROFIDA® facilitates efficiency in handling high-volume business, opens avenues for cross-selling, and offers a comprehensive managerial perspective across all business units. With PROFIDA®, you can conveniently access your data through a standard browser interface, irrespective of your location, whether you're using a desktop, laptop, iPad, iPhone, or Android device. Our platform is compatible with Windows, Apple Mac, and Linux operating systems. Uniquely, it is the first software solution that serves both the life and non-life sectors, establishing PROFIDA® as the perfect software suite for any organization offering composite financial services products, thus positioning it as an essential tool for modern financial enterprises. Moreover, its versatility ensures that it meets the evolving needs of the industry effectively.