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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Upfluence is the only platform that allows brands and agencies to turn their customers into sales-driving, influential influencers. The Upfluence platform allows you to search for influencers in any sector, language, or country on 7 social media platforms. You can also contact them at scale using an included CRM tool. You can also manage multiple influencer marketing campaigns simultaneously, automate all administrative tasks, and even international influencer payouts. You can also analyze the KPIs of any hashtags or campaigns through social listening. The software is completely independent of social media platforms, so it can't be interrupted by any other service. The company also offers managed services in five languages. There are offices in New York, Paris, Lyon (FR), and Lausanne, (CH).

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Commerce No 
Amazon No 
Axis LMS No 
BigCommerce No 
ChatGPT No 
Gmail No 
Google Tag Manager No 
Hootsuite No 
Klaviyo No 
Lumen by Talkwalker No 
Microsoft Outlook No 
PayPal No 
Refersion No 
Shopify No 
Stripe No 
WooCommerce No 
Zapier No 

Integrations

Adobe Commerce Yes 
Amazon Yes 
Axis LMS Yes 
BigCommerce Yes 
ChatGPT Yes 
Gmail Yes 
Google Tag Manager Yes 
Hootsuite Yes 
Klaviyo Yes 
Lumen by Talkwalker Yes 
Microsoft Outlook Yes 
PayPal Yes 
Refersion Yes 
Shopify Yes 
Stripe Yes 
WooCommerce Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

On demand. Demo-assisted subscription and plans.
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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs No 
Webinars No 
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

Siege Technology Solutions

Country

United States

Website

www.siegeams.com

Vendor Details

Company Name

Upfluence

Founded

2013

Country

United States

Website

upfluence.com

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 

Product Features

Affiliate

Affiliate Management Yes 
Affiliate Tracking Yes 
Banner Management No 
Commission Management Yes 
Contest Management Yes 
Coupon Management Yes 
Email / Newsletter Communication Yes 
Fraud Detection Yes 
Multi Level Marketing (MLM) Yes 
Multi-Language No 
Social Sharing Yes 

Influencer Marketing

CRM Yes 
Campaign Management Yes 
Faceted Search / Filtering Yes 
Influencer Discovery Yes 
Payment Tracking Yes 
ROI Tracking Yes 
Social Media Monitoring Yes 

Social Media Marketing

Analytics Yes 
Automated Publishing No 
Contact Management Yes 
Content Management Yes 
Conversion Tracking Yes 
Customer Targeting Yes 
Keyword Filtering Yes 
Multi-Account Management Yes 
Post Scheduling No 

Social Media Monitoring

Audience Segmentation Yes 
Competitive Analysis Yes 
Configurable Alerts No 
Customer Engagement Yes 
Dashboard Yes 
Impact Scoring No 
Influencer Tracking Yes 
Reputation Management Yes 
Sentiment Analysis No 
Trend Tracking Yes 

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