Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
The easiest and most intuitive sales engagement tool. Sales is hard. PersistIQ makes it easy. PersistIQ allows anyone to send personalized email sequences in less than a minute. PersistIQ can be used by anyone. The best part? Get PersistIQ free of charge. Free 14-day trial. No credit card required. You can master the system in just minutes. It's simple to use. This system is designed to save your team at least 10 hours per week. PersistIQ has zero onboarding complexity. Zero bloat. Sales automation tools are horrible. We all know this. They are slow and clunky. They are a pain for your sales team. They become the problem, instead of solving problems. We did something else. We got rid of all the junk. We stayed focused on the core features that your team uses every day to prospect, stay organized, move deals forward. PersistIQ is completely self-serve. PersistIQ makes your sales emails more personalized. Scale. Relevancy and personalization are key to higher response rates. It is important to sound human and not robotic.
Description
Lifetime: a single platform for acquisition, service, and engagement. This innovative solution addresses significant challenges that life and annuity carriers encounter in the current market. The accelerated underwriting electronic application product enhances sales through direct-to-consumer channels, call centers, and financial advisors. With LifetimeAcquire, users can effortlessly customize questions, workflows, and user interface elements, allowing for ongoing sales optimization across various platforms. LifetimeService offers a robust digital self-service experience for clients, enabling them to securely handle everything from payment processing to updating beneficiaries without the need for traditional methods like faxes or postal mail. Meanwhile, LifetimeEngage strengthens the bond between you and your policyholders, promoting brand loyalty, improving retention rates, encouraging health and wellness initiatives, influencing purchasing decisions, and enhancing financial literacy. As a result, this integrated approach not only simplifies operations but also enriches customer relationships over time.
API Access
Has API
API Access
Has API
Integrations
Aleph
Autymate
BI Book
Chili Piper
Constant Contact
HubSpot CRM
HubSpot Marketing Hub
HubSpot Operations Hub
Insightly
Lead411
Integrations
Aleph
Autymate
BI Book
Chili Piper
Constant Contact
HubSpot CRM
HubSpot Marketing Hub
HubSpot Operations Hub
Insightly
Lead411
Pricing Details
$59.00 per user per month
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
PersistIQ
Founded
2013
Country
United States
Website
persistiq.com
Vendor Details
Company Name
Sureify
Founded
2012
Country
United States
Website
www.sureify.com
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow 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
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote 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