Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AgencyBloc's Plus Suite offers a comprehensive set of tailored solutions for health, senior, and benefits agencies, enabling them to streamline their data management, maintain compliance, automate processes, and enhance client and policy management, ultimately facilitating a smoother path to sustainable growth while overcoming various obstacles. This innovative platform is designed specifically to cater to the unique needs of the insurance industry, ensuring agencies can thrive in a competitive landscape.
Description
Selltis CRM is a collaborative sales software developed specifically for industrial sales teams and their channel partners. This collaboration results in a range of industry-targeted features that are typically expensive to customize on other platforms, but are included as standard in Selltis. Enhance your business management by utilizing forward-thinking KPIs that allow for proactive decision-making. Customize dashboards to track essential metrics and easily assess both historical and current performance against set objectives. Improve transparency across your organization by seamlessly integrating with your ERP, email, marketing tools, and more. With just a single click, you can send quotes directly to your ERP, significantly reducing the need for repetitive data input. Enjoy the convenience of accessing your information in real time, any time, from any device through the cloud. Furthermore, you can control user access by restricting who can view, modify, or delete documents and utilize certain features. This level of customization and control ensures that your team works efficiently while maintaining data security.
API Access
Has API
API Access
Has API
Integrations
AgentMethods
Ease
Employee Navigator
Five9
Intulse
ReviewInc
Xinix
Zapier
Integrations
AgentMethods
Ease
Employee Navigator
Five9
Intulse
ReviewInc
Xinix
Zapier
Pricing Details
$109.00/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
AgencyBloc
Founded
2008
Country
United States
Website
www.agencybloc.com
Vendor Details
Company Name
Selltis
Country
United States
Website
www.selltis.com
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
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
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
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