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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

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 

Screenshots View All

Screenshots View All

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 

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