Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AgencySmart operates in the cloud, enabling you to access your clients' information anytime and from any device with internet connectivity. You can address client inquiries, schedule calls when renewals are approaching, and monitor their activities effectively. The platform keeps you informed about client and prospect policy renewals, ensuring you receive timely alerts for service issues requiring immediate action. Additionally, it manages enrollment, termination, and change processes while also tracking dependents who are aging out at 26 or turning 65, which makes them eligible for Medicare. It provides notifications for upcoming tasks and calendar events, along with comprehensive audit tracking to identify who is handling various responsibilities. The system also supports cross-selling opportunities and maintains compliance by sending clients and prospects reminders about renewals and important plan updates. You can share essential information regarding plan modifications and send personalized notes or cards for special occasions like birthdays and holidays. This comprehensive tool reveals all possible cross-sale opportunities, ensuring that you never miss an opportunity to engage with your clients effectively.
Description
Market Quest is an advanced yet user-friendly database marketing and customer management tool that enhances sales and provides a competitive edge while maintaining orderliness. With its capabilities to send E-cards, newsletters, videos, and offer numerous customization options, Market Quest seamlessly integrates into your website to capture entry forms and assign them to a sales representative, ensuring no lead is lost and fostering customer loyalty for future referrals. Designed for busy sales teams and marketing departments, our automation system simplifies the marketing process, enabling users to effortlessly add contacts to the database. Once added, these contacts automatically receive newsletters, birthday E-cards, holiday greetings, and seasonal messages, along with other drip marketing initiatives. This sophisticated automation system is adaptable for both individual sales professionals and teams, streamlining their marketing efforts and enhancing productivity. Ultimately, Market Quest not only boosts efficiency but also cultivates lasting relationships with customers, paving the way for sustained business growth.
API Access
Has API
API Access
Has API
Pricing Details
$49 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
AgencySmart
Country
United States
Website
agencysmart.com/software/
Vendor Details
Company Name
Market Focus
Founded
1995
Country
United States
Website
www.emarketfocus.com/market-quest-insurance
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management