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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Engineered to empower users with complete control over the setup of new products and services, this system enables management without IT assistance, allowing for the definition of business processes and protocols in real-time. Our comprehensive insurance software solutions across the enterprise deliver highly tailored CRM features along with readily available add-ons for both Insurance and Brokerage sectors. The system ensures that all workflows are automated, promoting adherence to established business practices among staff. Every action and piece of data is meticulously tracked and can be easily accessed from a centralized source, facilitating straightforward analysis. As you endeavor to convert potential leads into loyal clients, it is crucial to uphold detailed records for each client and sales. By accurately capturing and maintaining essential policy information—such as effective dates, renewal rates, premiums, plans sold, carriers, and additional specifics—agents can not only provide exceptional service to clients but also effectively monitor and enhance their sales performance. Furthermore, this level of organization fosters deeper client relationships and promotes sustained business growth.

Description

Custom-branded mobile applications that empower your customers to shop, schedule services, process payments, and perform various tasks directly from their smartphones are essential. We provide seamless online shopping experiences that work harmoniously with your existing software systems. Our interactive showroom and cashier kiosks simplify self-service and accommodate all payment methods, including cash transactions. With a strong foundation in insurance, we deliver diverse agency and carrier services designed to enhance your online sales and customer service capabilities. You can monitor your sales and marketing performance in real-time through user-friendly dashboards. Additionally, our call center technology ensures a dependable method for processing payments and providing services over the phone. QuotePro offers comprehensive web, mobile, and kiosk solutions that facilitate quoting, selling, and securely accepting payments, whether online or in a physical store. Our advanced analytics dashboard allows your team to effectively track sales and pinpoint potential areas for business growth. This holistic approach ensures you stay ahead in both customer engagement and operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
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

Broksy

Founded

2016

Website

broksy.com

Vendor Details

Company Name

QuotePro

Founded

1991

Country

United States

Website

quoteprosolutions.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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Alternatives

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