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Description
The LifeGuide® Professional software is created without any connections to insurance sales or marketing organizations, ensuring complete independence from any such entities. Its main aim is to serve the insurance consumer with utmost objectivity, thoroughness, and professionalism. As a result, subscribers of LifeGuide® gain access to an expanding array of services, giving them a significant competitive advantage. This software encompasses a full spectrum of life insurance products. In Canada, no other independently developed software for life insurance research, comparison, and information offers as extensive a selection of products, companies, and in-depth research tools as the LifeGuide software provides to its users. The variety of offerings available within LifeGuide includes:
Description
Engineered specifically for overseeing your sales initiatives, this platform offers three distinct systems that together create a comprehensive ecosystem management solution. Its modular design allows for the flexibility to choose only the necessary components while easily integrating additional features and tools as needed. It is tailored to effectively handle every facet of both indirect and direct sales initiatives. The MYSPIISEE ecosystem management platform eliminates the need for multiple software solutions and cumbersome processes, ensuring an optimal user experience throughout. Whether you choose to integrate your back-end systems with Spiisee’s front-end interface or use Spiisee as a standalone solution, you will consistently access real-time sales insights from a unified source of truth. Additionally, Spiisee's Omni-sales software is crafted to harmonize sales teams, mitigating conflicts by uniting all sales programs within a centralized framework. The management tools provided by Spiisee simplify the process of establishing custom workflows and reporting, catering to the needs of both direct and indirect sales efforts. Overall, this innovative system not only enhances operational efficiency but also drives measurable growth in sales performance.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
CompuOffice Software
Founded
1989
Country
Canada
Website
www.compuoffice.com
Vendor Details
Company Name
Spiisee Software
Country
United States
Website
www.spiisee.com
Product Features
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