Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CRMDAY One serves as a comprehensive cloud-based CRM and insurance operations platform designed specifically for independent agents, agencies, and FMOs. This innovative tool consolidates client and household information, sales pipelines, policy details, task management, communication history, and renewal processes into a single, streamlined workspace. Users have the ability to import HealthSherpa export files, check for updates, and address any conflicts, while integrated ACA quoting enables clients to compare plans from Healthcare.gov. The platform is equipped to handle Open Enrollment campaigns, automate workflows, generate reports, manage agency networks, and oversee commission structures. Additionally, its shared inbox integrates a variety of communication channels including email, SMS, WhatsApp, voice, and Instagram, with functionality varying based on specific configurations and third-party integrations. To further enhance efficiency, Aria AI supports insurance workflows, and an optional ChatGPT plugin allows authorized users to interact with CRM records and tasks seamlessly. Specifically designed for U.S. insurance professionals, CRMDAY One caters to those working with health, ACA, Medicare, and life insurance clients, ensuring they have the tools necessary to succeed in a competitive market. This multifaceted platform ultimately aims to elevate the operational capabilities of insurance agents and agencies alike.
Description
Optimize essential workflows to drive sustainable growth. Agencies require a structured approach to seek and secure new business while simultaneously offering exceptional service to retain existing clients. Equip your agency with cutting-edge technology to automate routine tasks, enabling you to provide outstanding value to both prospects and clients. By leveraging technology, you can stay ahead of qualified leads and maintain your current client base, enhancing your sales, renewals, and service processes. Transform the entire journey—from lead generation to contract renewals—by utilizing the innovative tools offered in the Zywave Sales Cloud. Elevate your competitive edge with our all-inclusive suite of resources designed to generate fresh leads, foster relationships with prospects and current clients, and optimize servicing workflows. This robust platform simplifies your entire sales approach, allowing you to identify and engage new leads effortlessly, manage communications seamlessly, and take charge of prospect meetings by presenting actionable insights. With these tools at your disposal, your agency can achieve remarkable efficiency and effectiveness in all areas of operation.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ChatGPT
Yes
Facebook
Yes
Gmail
Yes
HealthSherpa
Yes
Instagram
Yes
WhatsApp
Yes
Zywave BrokerageBuilder
No
Zywave CPQ
No
Integrations
ChatGPT
No
Facebook
No
Gmail
No
HealthSherpa
No
Instagram
No
WhatsApp
No
Zywave BrokerageBuilder
Yes
Zywave CPQ
Yes
Pricing Details
$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CRMDAY
Founded
2019
Country
United States
Website
crmday.net/one
Vendor Details
Company Name
Zywave
Founded
1995
Country
United States
Website
zywave.com
Product Features
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No