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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ForeverCRM stands out as the pioneer in providing a fully integrated hybrid lead response system that takes care of everything for you. This comprehensive solution features a dedicated human lead response agent, a Follow-Up Agent, and our cutting-edge automated CRM technology. While you concentrate on your strengths, we handle the essential task of nurturing your leads to boost both appointments and sales. Additionally, we have the capability to reach out to previous leads or those who have canceled, ensuring no opportunity is missed. Our approach is designed to maximize your business potential and streamline your lead management process.

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

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Integrations

Compulife
NinjaQuoter

Integrations

Compulife
NinjaQuoter

Pricing Details

$99/month
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

ForeverCRM

Country

United States

Website

forevercrm.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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