Software Development for Insurance Agents

Our partnership with IQD a powerful agency management system that delivers tailored digital marketing solutions for agencies. They provide application development for agents including a solution to easily collect customer information, streamline the onboarding process and quote policies in real time. This enables faster time to customer acquisition and can be tailored to integrate with you existing CRM – Customer Relationship Management system. This helps you to efficiently manage customer data, sales, and ultimately deliver actionable insights.

With the online quoting tools and CRM in place for your agency, accessing a timeline of all your days’ and weeks’ tasks will be seamless. It’s also possible to track your clients through a specific service pipeline and prospects via a strategized sales pipeline. With these applications, you can access agency, carrier, and client files & forms at any time from anywhere. If you want to stay on top of your commissions to ensure you track and receive your earnings, then this applications will help.

Deploy your online marketing without a struggle!

Whether you sell life, health, senior, benefits, or other insurance coverage to groups or individuals, these application development tools have features that will help you save money and time as well as draw in more clients.

Insurance agency CRM tools

You can easily grow your business with agency management software: online quoting and CRM tools will make you work more efficiently and effectively.

Here are some of the benefits your agency can reap with online quoting and management software:

•Automating your marketing and sales processes.
•Using a personalized timeline to organize your daily routine.
•Accessing your data whenever it’s needed.
•You’ll never miss any commitment.
•Tracking your clients and prospects become simplified.

Automate your workflow

With online quoting and management software, you’ll never miss anything. You can get reminders about renewal dates, birthdays, effective dates, license renewals, completed tasks and more. These are enabled by managed automated workflows, which are set off by specific actions.

Management of client benefits

Software that helps you to easily create a custom benefit type. With such powerful benefits and functionality, you can easily and effectively manage benefits as you assign them to your clients and prospects. Additionally, this functionality helps you to edit, duplicate, and add notes or files to policies. You can also update effective and renewal dates.

SMS and Email campaigns

You can use our powerful filter features to market what you want. Whether you want to automatically and easily reach out to your clients on their renewal dates, birthdays, or just want to follow up you’re your prospects, Email and SMS Campaigns have your back. You can market with pinpoint precision to your clients courtesy of the laser-focused filter functionality that has been built into the system.

Your agency library

You can always access your documents whenever you need them. With a swarm of forms and files at your agency, it’s important for them to be well managed. From carrier collaterals, rate sheets, enrollment forms, and reform updates among others. Always keep all these at hand in our online agency library. While you have the power of creating folders and whoever sees them, some of these folders are maintained automatically.

Information will always be at your fingertips

Powerful filter and search tools keep everything at your fingertips. You can easily and quickly get your carrier information, agency library, sales analysis, tasks, censuses, notes, commission information, and so much more. Combine the information needed to ensure your team is well aligned, your commitments are well kept, and work efficiently to deliver outstanding service.

Save time and money for your agency

Our partnership ensures every service offered is supported by a team of top-notch experienced professionals. Designers, developers, consultants, and customer success agents are dedicated to solely focus on delivering and creating services built to address your needs. Application development tools make updating easy.

Get leads from multiple channels

Want clients delivered to your inbox? Our experience with pay-per-click advertising, SEO, social media marketing, and reputation management can deliver motivated clients direct to your inbox. You’ll also get high-quality leads that every agency is always looking for.

Don’t pay more!

One size can never fit all. Having worked with many other agencies, we are well aware that each is unique. As such, we can offer a tailored solution specifically for your agency at an affordable price. We’ll give you the best bang from your buck by helping you select the ideal mix of solutions.

Sync with email

An inbuilt mailing system, you can exchange emails outside as well as within your agency. We offer an internal mailing system, which can be synchronized with your Office 365 (Exchange, Outlook), IMAP/POP, and Gmail accounts. You can then match these email accounts with existing leads.

Get all your questions answered

What needs to be done and when? Which service issues are being experienced by carriers? Who’s on your agency team, and what is being sold? For such questions and more, we will assist you to uncover the answers. Reports can even help you show problems you’ve solved and the questions you’ve answered for your clients. Data management is good, and being in a position of using that data is even better.

Powerful and modern online quoting, agency-management systems with marketing tools and CRM that makes selling easier. We will help you succeed in your agency business. Contact us today to attract more customers and get all your agency problems solved!