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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

It is not difficult to get leads. It's not the problem. The problem is knowing which leads will turn into revenue and which ones will be a waste of your marketing budget. Your CRM system may not show you the source of your web lead sources if you're like most businesses. This could lead to you spending a lot of marketing budget on low-quality leads who don't convert. It doesn't suffice to measure form fills because different traffic sources attract clients with drastically different quality. One channel may have a few high-converting clients over the long-term, while another could generate only unqualified leads. Tracking the revenue generated is the only way to assess a marketing strategy. Most sales are not done online. They are closed by sales representatives, either in person or over phone. Google Analytics does not have access to these sales by default. This means that you don't know how much revenue was generated from a particular approach, ad or article.

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

Screenshots View All

Integrations

Close
Compulife
NinjaQuoter
SuiteMaster

Integrations

Close
Compulife
NinjaQuoter
SuiteMaster

Pricing Details

No price information available.
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

GAConnector

Founded

2015

Country

Ukraine

Website

gaconnector.com

Vendor Details

Company Name

Insureio Technologies

Founded

2014

Country

United States

Website

insureio.com

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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

Alternatives

Alternatives

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TL LeadManager

TargetLeads