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Description
InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.
Description
Encourage your clientele to willingly share their data in exchange for tailored offers that reflect their genuine interests, financial conditions, and purchasing habits. This strategy not only helps in attracting new customers but also boosts the engagement of your current ones. By providing sustainability rewards, you can enhance customer loyalty and retention. Additionally, collecting valuable data insights will enable you to personalize experiences and leverage AI effectively. This approach can lead to new revenue streams while improving your capabilities in cross-selling and upselling. Furthermore, it serves as a protective measure against competitors in your market. Our "innovation as a service" model conserves your resources, offering 100% performance marketing that hinges on spending behaviors and data-driven audience insights. We utilize advanced encryption and security technologies, ensuring a comprehensive platform managed entirely for you, with no need for technical implementations on your end. Our operations are guided by principles of kindness, mastery, honesty, reliability, and mutual respect, empowering your customers to take ownership of their data through a 100% explicit opt-in process. This not only fosters trust but also establishes a strong foundation for a mutually beneficial relationship.
API Access
Has API
API Access
Has API
Integrations
SAP Store
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
InsureCert Systems
Founded
2017
Country
Canada
Website
insurecert.com
Vendor Details
Company Name
OptioPay
Founded
2014
Country
Germany
Website
www.optiopay.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory 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
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
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
Customer Data Platforms (CDP)
Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling