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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Live 360 is an innovative CRM solution enhanced by AI, tailored for insurance agents and independent agencies to simplify the ACA health insurance quoting and enrollment process. By leveraging real-time data from the Healthcare.gov API, the platform automates the generation of quotes, allowing agents to deliver immediate plan comparisons and tailored recommendations to their clients. Additionally, Live 360 offers integrated electronic signature features, manages multi-channel campaigns, includes WhatsApp integration, and provides comprehensive client management through a single dashboard. Key functionalities comprise real-time analytics, operations that comply with regulations, and workflows for obtaining consumer consent. By utilizing Live 360, agencies can effectively expand their ACA business while ensuring a professional and transparent experience for their clients. This approach not only enhances operational efficiency but also fosters stronger client relationships through personalized service.

Description

Effective. Straightforward. Exceptionally Adaptable. This is a robust CRM tailored for insurance agency management, serving as a significant catalyst for revenue growth. Streamline workflows and enhance both internal and external marketing efforts through automation. Connect seamlessly with various third-party applications and benefit from carrier downloads that facilitate cross-selling and up-selling opportunities. Gain insights into your agency's performance with comprehensive analytics features. Included in this system are accounting tools, e-signature capabilities, human resources management, website hosting, E&O protection, and marketing initiatives. With a variety of preloaded and customizable reports and analytics, you can easily assess the overall health of your agency while also exploring the finer details. The automated and tailor-made marketing campaigns are designed to nurture potential leads and effectively engage existing clients, showcasing just a glimpse of its powerful functionalities. Additionally, automating agency processes not only streamlines office operations but also helps in mitigating E&O risks. Furthermore, maintain detailed records of employee information, relevant documents, and agency licenses, ensuring that all aspects of your agency are well-organized and compliant.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Facebook Yes 
Twilio Messaging Yes 
Twilio Voice Yes 
WhatsApp Yes 

Integrations

Facebook No 
Twilio Messaging No 
Twilio Voice No 
WhatsApp No 

Pricing Details

$39.99
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

360 Technologies USA LLC

Founded

2018

Country

United States

Website

360techusa.com

Vendor Details

Company Name

Siege Technology Solutions

Country

United States

Website

www.siegeams.com

Product Features

Product Features

Policy Management

Approval Process Control No 
Attestation No 
Audit Trails No 
Policy Creation No 
Policy Library No 
Policy Metadata Management No 
Policy Training No 
Reporting / Analytics No 
Version Control No 
Workflow Management No 

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