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Description
After being inspired by this remarkable narrative, I have adopted its guiding principles into all facets of my existence. In both my professional and personal life, as well as in my fitness and meditation practices, I consistently commit to my daily 20 miles. Our effective templates and workflows cater to various scenarios including Renewals, Referrals, and the pursuit of new business opportunities. The system intelligently suggests the most suitable next steps for every individual contact. If you find yourself losing touch with certain relationships or need to know when to reconnect with others, 20 Miles will provide clear guidance on the necessary actions. Additionally, 20 Miles monitors the level of engagement from your contacts by analyzing their interactions, such as email opens, link clicks, and responses. By focusing on authentic prospect engagement, we strategically prioritize your pipeline for optimal results. This comprehensive approach not only enhances your networking efficiency but also fosters stronger relationships over time.
Description
Streamline the risk assessment process by reducing the number of locations that underwriters and staff need to evaluate from 15 to just 1. Provide real-time insights into appetites, winnability, and guidelines, ensuring that the most promising business opportunities rise to the top of the underwriter’s workload. Equip underwriters to make informed decisions that align with the organization's overarching goals and strategic direction. Employ visual tools to track risk accumulations, actively manage the portfolio, and steer underwriters towards the most favorable outcomes. Relieve underwriters and staff from tedious tasks such as completing paperwork and searching for risk information and underwriting guidelines. Customized workflows for new business, renewals, and referrals integrate goal-setting, performance monitoring, comprehensive account data, and risk assessments. Our innovative platform enhances risk selection and provides portfolio-aware insights, making it easier for underwriters to navigate the final stages of underwriting and core operations through a user-friendly workflow crafted specifically for their needs. By implementing these advancements, the efficiency and effectiveness of the underwriting process will be significantly improved, ultimately benefiting the entire organization.
API Access
Has API
API Access
Has API
Integrations
Insly
Salesforce
Pricing Details
$49 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
20Miles
Founded
2019
Country
United States
Website
20miles.us
Vendor Details
Company Name
Federato
Country
United States
Website
www.federato.ai/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
P&C Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management
