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design
support

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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

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
Asana
Basecamp
Brevo
Drip
Google Calendar
Google Docs
Google Drive
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Xero
Zapier

Integrations

ActiveCampaign
Asana
Basecamp
Brevo
Drip
Google Calendar
Google Docs
Google Drive
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Xero
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29 per user per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Gradient AI

Country

United States

Website

www.gradientai.com

Vendor Details

Company Name

UPilot

Founded

2016

Country

United States

Website

upilot.com

Product Features

Artificial Intelligence

Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting 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

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