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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our intuitive platform is crafted to facilitate learning for all users seamlessly. With robust security measures, you can control which staff members have access to view accounts. Insurital's commercial management system empowers you to develop tailored applications and coverage packages suitable for any type of business. Our documentation system adheres to industry-standard formats, enhancing your relationships with both underwriters and insured clients. By ensuring consistent documentation, Insurital minimizes the potential for staff errors. Additionally, our software enables you to present insured clients with optional limits and coverages, thereby decreasing your brokerage's exposure to errors and omissions. You can quickly generate eight distinct document types with just a few clicks, including applications and submissions, proposals and certificates, insurance confirmations, and policy declarations, as well as loss notices and statements of values. This streamlined process not only saves time but also improves overall efficiency in your operations.

Description

UncoveredList serves as a prospecting tool specifically designed for commercial insurance agents and brokers, aggregating recently published business filings along with selected sales-tax permit records from states like Colorado, New York, Pennsylvania, Connecticut, and Texas. The software meticulously filters out irrelevant entities such as holding companies, investment shells, and registered-agent mail drops, ensuring that only pertinent businesses remain. Each identified business is categorized according to its industry relevance to insurance and is assigned a score that estimates its potential need for commercial coverage, complete with suggested coverage lines and notes tailored to specific states. Users receive a daily email digest and a CSV file, which includes features such as a searchable dashboard, saved searches, alerts for updates, outreach templates, and exports compatible with customer relationship management systems for eligible plans. Records are delivered promptly, typically within one to two days for Colorado, New York, and Connecticut, although Pennsylvania and Texas see less frequent updates. A complimentary sample from a selected county provides 25 scored leads to assess the software's capabilities. It's important to note that while the scores are valuable for prospecting, they should not be interpreted as underwriting recommendations. Overall, UncoveredList enhances the efficiency and effectiveness of insurance professionals in identifying potential clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$249.00/month
Free Trial No 
Free Version No 

Pricing Details

$71.20/month
The one-state plan is $89/month. The first 20 subscribers can receive a lifetime founding rate of $71.20/month. Annual billing includes one month free, and each additional state costs $40/month. A 7-day free trial requires payment information, and a free county sample includes 25 leads.
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Insurital

Founded

2014

Country

Canada

Website

insurital.com

Vendor Details

Company Name

UncoveredList

Country

United States

Website

uncoveredlist.com

Product Features

Insurance Agency Management

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

Product Features

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture No 
Lead Database Integration No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Visitor Identification No 

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