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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Bid Track Sell is a customer relationship management tool tailored specifically for Manufacturers Representatives to enhance their sales tracking capabilities. This online application, which is optimized for mobile use, allows users to efficiently manage complex relationships while monitoring quotes, sales, product inventories, customer interactions, commissions, and email exchanges. With its automated reporting features, users can view dynamic dashboards that present win/loss ratios for various manufacturers, products, and customers, providing agencies with immediate insights into sales performance. Consequently, representatives can quickly identify successful products and the customers who are engaging with them, streamlining their sales strategies in real time. This innovative tool not only simplifies the tracking process but also empowers manufacturers reps to make informed business decisions swiftly.

Description

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Compulife
NinjaQuoter

Integrations

Compulife
NinjaQuoter

Pricing Details

$40.00/month/user
Free Trial
Free Version

Pricing Details

$25 per month
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

Bid Track Sell

Founded

2015

Country

United States

Website

bidtracksell.com

Vendor Details

Company Name

Insureio Technologies

Founded

2014

Country

United States

Website

insureio.com

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

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

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Proeffico Solutions Pvt Ltd