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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

Our objective is to enhance your customer acquisition strategy and drive increased profits. We possess and generate traffic from some of the most influential insurance websites, such as SmartFinancial.com and UnitedStatesInsurance.com. The process is straightforward: we identify insurance shoppers with high intent while they browse online. Next, we prompt them to complete a detailed application comprising 35 questions that cover their existing coverage and contact details. This consumer data undergoes a thorough screening and verification process through LeadiD/Jornaya, xVerify, RealValidation, along with our unique human verification method. Once prospects are pre-qualified, they are promptly delivered to your agency, ready for quoting. We ensure that insurance customers are matched with the most effective conversion channels, and all collected application details are sent to you through leads, calls, or clicks. By implementing this efficient system, your agency can experience a significant improvement in lead quality and conversion rates.

Description

Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Integrations

Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$70 per user 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

Contactability

Founded

2012

Country

United States

Website

www.contactability.com

Vendor Details

Company Name

PolicyFlow

Founded

2013

Country

United Kingdom

Website

policyflow.co.uk

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Product Features

Insurance Agency

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

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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