Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We offer our clients tailored coverage solutions that give them a competitive edge. Our services simplify the process of shopping for and renewing client policies, reducing the hassle involved. You can speed up your marketing submissions by presenting commercial clients to several carriers simultaneously. There's no need to draft multiple emails; you can reach out to all preferred carriers at once. Our shared platform enables you to efficiently manage similar inquiries from underwriters, allowing you to answer common questions in a single response. This means you can avoid the tedious task of sifting through your inbox and addressing each inquiry separately. Additionally, our system provides automatic notifications to keep underwriters updated on crucial renewal timelines without any effort on your part. Always maintain a competitive advantage by scheduling your submissions ahead of time, ensuring that your marketing materials reach insurance carriers as early as possible. This proactive approach not only saves time but also positions you as a leader in the market.
Description
UncoveredList serves as a prospecting tool specifically designed for commercial insurance agents and brokers, aggregating recently published business filings along with selected sales-tax permit records from states like Colorado, New York, Pennsylvania, Connecticut, and Texas. The software meticulously filters out irrelevant entities such as holding companies, investment shells, and registered-agent mail drops, ensuring that only pertinent businesses remain. Each identified business is categorized according to its industry relevance to insurance and is assigned a score that estimates its potential need for commercial coverage, complete with suggested coverage lines and notes tailored to specific states. Users receive a daily email digest and a CSV file, which includes features such as a searchable dashboard, saved searches, alerts for updates, outreach templates, and exports compatible with customer relationship management systems for eligible plans. Records are delivered promptly, typically within one to two days for Colorado, New York, and Connecticut, although Pennsylvania and Texas see less frequent updates. A complimentary sample from a selected county provides 25 scored leads to assess the software's capabilities. It's important to note that while the scores are valuable for prospecting, they should not be interpreted as underwriting recommendations. Overall, UncoveredList enhances the efficiency and effectiveness of insurance professionals in identifying potential clients.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$500 per month
Free Trial
Yes
Free Version
No
Pricing Details
$71.20/month
The one-state plan is $89/month. The first 20 subscribers can receive a lifetime founding rate of $71.20/month. Annual billing includes one month free, and each additional state costs $40/month. A 7-day free trial requires payment information, and a free county sample includes 25 leads.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Renewalbook
Founded
2017
Country
United States
Website
renewalbook.com
Vendor Details
Company Name
UncoveredList
Country
United States
Website
uncoveredlist.com
Product Features
Commercial Insurance
Billing & Invoicing
No
Broker / Agent Portal
Yes
Claims Management
No
Commission Management
No
Customer Portal
No
Document Management
Yes
Insurance Rating
Yes
Policy Management
No
Quote Management
Yes
Reinsurance Administration
No
Risk Assessment
Yes
Underwriting Management
Yes
Product Features
Lead Generation
Contact Discovery
No
Contact Import/Export
No
Lead Capture
No
Lead Database Integration
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
No
Visitor Identification
No