Alternatives to Market Quest For Insurance

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

CRM Software for Mortgage Professionals. Use a wide range of original marketing materials. Pre-built drip campaigns that are ready to use. Two monthly newsletters will help you reach out to clients and referral partners. Use two-way texts to communicate with your contacts. Cimmaron offers a wide range of ready-to-use eCards, from birthdays and milestones through to major holidays. Create and send videos with your eMail marketing. Marketing with co-branding made simple. Track and measure performance by using open rates, conversions, click-throughs etc. One user can manage marketing for an entire branch or organization. Integration with all major lead providers, predictive dialers and other tools. Create custom business rules for lead distribution. Automated lead delivery via notifications on your desktop or mobile app. Create shark tanks to automatically redistribute lead based on response times.

Mortgage Quest is an automated CRM and email marketing system for the mortgage industry. The wide range of industry-specific content, marketing strategies, and prospects increase sales from customers, past and current customers, as well as referral partners such Realtors. It includes a weekly mortgage and real-estate newsletter, premade mortgage videos emails, holiday, birthday, and loan anniversary ecards, and many other content options. There are also social media marketing services. You can auto-post our content to Facebook and Linkedin.

This software system for agency management, marketing, and tracking is designed to help independent agents and agencies track and manage their agency more efficiently using best practices. The software is installed in administration mode. After the administrator signs into the system, they begin the setup process. This includes adding carriers' information, agents, lead sources, drip campaign letters, and carriers' information. They can also input individual and group commissions, create and upload customized letters, and set-up all client accounts for each agent. The software allows queries by carrier, lead source, type of lead, and agent. Administrators can create reports that show closing ratios such sales vs. callsbacks and dead-leads.

InsuranceDrip is a web-based, automated social media marketing tool that targets insurance agents. It offers many features, including the ability to create customized agent websites, integrated email newsletters, and social marketing on websites such as Facebook and Twitter. Each agent can track the level of engagement with any potential customer to facilitate sales.

SegFlexNET – Software for Insurance Brokers is the ideal solution for you to manage your broker. Your brokerage's growth begins now. Accessibility – The cloud server allows the broker to access his broker's information anywhere he wants. He can also take his "office" with him to his clients, holiday, fairs, and other places. Agility – Your broker's information is always at your fingertips. You will have instant access to it, no matter what time of day or night. Economy - The software will not require infrastructure investment. We will keep our server up-to-date and make periodic upgrades to it to ensure its maximum performance.

CRM for insurance agencies. Never lose a lead or client again due to misplaced information or a hard drive crash, corrupted spreadsheet, or a tipped-over file cabinet. Radius makes it easy to organize and manage all your leads and clients. Radius is an all-in-one solution for your Agency. Radius is the best email marketing software for your Agency. Radius can send autoresponders, drip marketing, mass emails, and SMS/Text messages. Each Radius Lead and Client has their own history, tasks, reminders, notes, information, file storage, and information. Radius Dropbox also helps you stay organized by automatically importing your emails. Integrate Radius into your business. You can define custom form fields, lead temperatures, client status, and many other things. Integrate Radius with your website or third-party app, such as a quote engine, lead vendor, or third-party app.

Our combination of our keen eye for potential affinity products with unparalleled digital experience and go-to-market execution allows insurers to reach new markets quickly. CareVoiceOS, the first healthcare operating system designed for insurers, transforms member experience and positively influences member behavior. We offer insurers a plug and play ecosystem that creates tailored digital journeys for their members. We enable insurers to play a vital role in the lives of their members. We help insurers reduce costs, increase member satisfaction, drive sales growth, and increase the renewal rate. We can help you develop innovative products for health insurance that target specific market segments. This will allow you to reach, educate and convert customers you have never before reached. Prototype validation and extensive targeted market research.

ForeSight®, with its robust features, can be used to optimize distribution strategies and automate illustration sales processes for greater business agility, speed to market, and greater business efficiencies. ForeSight®, which is available to carriers, provides advanced features such as robust rules, pre-built tools and system customization to quickly promote products for distribution. Your sales team will be able to deliver products and solutions quicker and more confidently with a dynamic and guided illustration process. Access to customized, accurate, and compliant sales presentations for all business lines from one sales illustration system. ForeSight allows your sales team to quickly compare, illustrate, and illustrate life, annuity and disability. This will help them solve their clients' retirement and insurance goals.

Agents Ally is an insurance agent-specific productivity tool. Agents Ally is a powerful productivity tool that combines industry-leading capabilities such as SMPs, integrated calling sessions, and List Imports. This tool adds incredible new features and increases automation to optimize your sales and marketing efforts. The key metric dashboard provides quick links to actionable information and allows you to see the most important information at a glance. Rankings and weights assign scoring to scheduled tasks, ensuring that the best opportunity is always available for action. Streamline the execution of calls and campaigns, allowing for more time for deeper conversations and relationship-building. Create personalized, responsive and real-time marketing experiences that adapt to the needs and preferences of each customer. Even when you are not at work, you can stay connected and productive. Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.

All-in-one website marketing platform for insurance agents. Your brand new, beautifully designed insurance website online in just minutes. Beautiful websites that sell insurance. AgentMethods Insurance email campaigns can be used to generate new insurance leads, increase referrals or cross-sell products with your existing customers. Our platform makes it easy for agents to create insurance email campaigns. You can choose from a variety of carefully-crafted campaigns that are ready to go with images or copy. Then schedule your email delivery.

InsPal is a comprehensive, integrated-yet-modular application tailored for insurance intermediaries that deals with all the needs of a modern insurance market. InsPal's design is based upon years of insurance experience and user feedback. InsPal's rich functionality is a result of its position as a leader in the provision of insurance intermediary solutions. InsPal opens up new opportunities for insurance intermediaries and revolutionizes how they work in today's insurance market. There is a significant increase in insurance needs worldwide due to the growing awareness of wealth and risk management, both in developed and developing countries. This presents a challenge for all levels of insurance service providers. Insurers, intermediaries, and individual agents are all looking for a better solution to support their customers, increase sales, and strengthen their operations.

Insurance companies must deal with changing customer expectations and disruptive newcomers while maintaining a focus on profitability and sales. You can only differentiate by being able to quickly anticipate and adapt to changing circumstances, provide high-quality services and keep up to date with technology developments. Keylane Axon is our standard solution for income and non-life protection products. We help you improve your digital capabilities, speed up your time to market, and adapt quickly to market needs. Future-proof service-oriented architecture is built on chain integration, data entry at point of sale, and modern technology. Axon can be configured by the business: No IT knowledge is required to configure insurance products.

SEI CRM makes it easy for you to add and modify client data. Client relations history, authomatic birthday greetings, reminder of important events - don't let your clients forget you and join another company. Customer loyalty is the most valuable asset in the insurance industry.

Lifetime: One platform to acquire, service, engage and manage all your assets. Lifetime solves many of the most pressing problems facing life and annuity carrier today. LifetimeAcquire is an accelerated underwriting eApp product that drives direct-to consumer, call center, advisor sales. LifetimeAcquire makes it easy to configure questions, flows, UI elements, and other functions, so you can continue driving sales through all your channels. LifetimeService: LifetimeService offers comprehensive digital self-servicing to your customers. Customers can securely manage everything, from payments to beneficiary updates, with this service. No more faxes and mailers. LifetimeEngage - LifetimeEngage creates a long-lasting relationship between you, your policyholders. This can drive brand loyalty, increased persistency and health and wellness initiatives, purchasing decisions and financial education.

Quotall empowers insurance brokers with unique e-trading capabilities and expert insurance consultancy services. Quotall is a specialist software house that offers next-generation technology. We offer a sophisticated, global e trading capability that integrates with the most recent digital applications and services. Our clients are able to access markets faster, achieve greater cost efficiency and profitability, as well as deliver the full-cycle, self-service, multichannel user experience that today’s consumers expect. We help our clients get the most out of our software by providing market-specific marketing and sales consulting to assist with digital transformations and promotional activity.

AgencySmart is cloud-based. This means that you can access your client information from anywhere you are with any internet-connected device. Answer client questions, make calls based upon when they are due for renewal, and track their activities. Tracks and alerts about prospect and client policy renewals. Tracks service issues and alerts when they need immediate attention. Tracks changes, terminations, and enrollments. Tracks dependents turning 26 and aging out. Tracks dependents and employees turning 65 (Medicare eligible). Alerts you and tracks your to-dos. Audit tracking is complete so you can see who is working on which task. This helps you cross-sell and ensures compliance. Send reminders to prospects and clients about renewals and other important information. Important information about plan changes. Send cards and notes to celebrate holidays, birthdays, and other important events. This page lists all cross-sale opportunities.

With its software and consulting services for insurance companies, msglife has been setting the standard in the market since 1980. Our expertise and professional knowhow are trusted by many customers around the globe. We have offices in Europe and USA, so we can offer both standard solutions for quick roll-outs as well as tailored services across all insurance industries. Our market knowledge is unrivalled and will give your company a competitive advantage. Our products and solutions have been successfully used in life insurance, retirement planning, as well as non-life, personal liability and health insurance. msg Life creates intelligent solutions and ideas that will help you succeed. We help our customers to overcome the challenges of digitalisation in a sustainable, reliable and unbiased manner. Our services range from custom consultancy and professional services to mature, standard software products and all-inclusive options.

QQCatalyst provides tools for managing your agency's operational, marketing, sales, and pipeline management. It allows agencies to build customer relationships and manage their business effectively, so they can concentrate on growing their business. You can identify new business, expand your existing accounts, and manage prospect sales cycles strategically. Built-in tools to create campaigns that better serve your existing customers, cross-sell or acquire new customers. You can track the activity of your employees within the system. This allows you to identify leaders and gain insight into how to improve productivity.

Mobile apps that are private-labeled and allow your customers to shop, schedule services, accept payments, and more all from their mobile devices. Easy online shopping solutions that integrate seamlessly with your software system. Self-service kiosks and cashiering stations that accept all types of payments. We have a long history in insurance and offer many services to help you sell and serve online. In easy-to-understand dashboards, you can see your sales and marketing results in real time. Our call center technology offers a reliable payment option and service option via phone. QuotePro offers web, mobile, and kiosk solutions that allow you to quote, sell, and accept payments securely and accurately online and in-store. Our analytics dashboard allows your team to accurately measure and identify growth opportunities.

The most comprehensive online software. You can manage your business professionally and efficiently. AdminSeg has many benefits, including the complete management and creation of sales reports from any internet-connected device. This is ideal for sales reps who need to have up-to-the minute client information. We are 100% online-focused. We create, reinvent, and design web resources. This gives you the ability to represent, interact, manage, and produce. We provide all the digital tools necessary to manage, communicate with, position, disseminate, and position your digital project with professionalism and support. We create and distribute online solutions that reach millions of people. We create, build, develop, and implement an interactive communication channel. We create competitive advantages for our customers, partners, and suppliers. We create 100% customizable solutions and we continually develop our human resources to generate value.

Best CRM software for agents. BluInsurance, one of the most popular CRM softwares for agents, manages your client base and simplifies complex operations. BluInsurance allows agents to quickly select the right markets and create concise, personal submissions. BluInsurance tracks progress and keeps both the broker as well as the carrier accountable once they have been sent. BluInsurance records all online leads from your website and third-party sites. It notifies the appropriate agent to follow up. Agents can use custom online forms to collect information and create policies once contact has been made. BluInsurance's integrated email and SMS marketing campaigns make it easy to keep in touch with clients and build relationships to ensure you capture renewals.

Our modern, API-based architecture facilitates quick, seamless implementations. Insurers can quickly and easily create their own apps and integrate third party services in a low-code/no code environment, allowing them to respond to changing market needs. Keep your customers and your competitors one step ahead Our cloud-based, secure solutions offer the best in industry service levels, cost-efficiency, flexibility and scalability. Insurity's RESTful API architecture, low-code/no-code development environment and advanced RESTful API architecture allow insurers to quickly and easily create their own applications. This allows them to provide customized customer experiences and respond to market needs. Insurers can now gain industry-leading business intelligence and optimize their pricing, risk selection and claims processing with our predictive analytics solutions.

The only integrated solution in the industry that will transform your renewal and quoting processes. To unlock your agency's full potential, simplify complex and time-consuming processes. Any insurance brokerage must have the ability to configure, price and quote. These functions are often dependent on inefficient, outdated and manual workflows. They can be error-prone and provide poor customer service. Zywave CPQ – Benefits is the market leader in innovative solutions that automate mission-critical steps of a benefits buyer's journey. Data-driven, you can configure multiple benefit options that provide strategic insights for your clients. You can streamline the quoting process by having direct access to carrier pricing. This is supported by the ability to present professional, custom-branded proposal. Simply put, Zywave CPQ – Benefits will allow you to sell and serve better than ever - ultimately driving growth.

AGENCYMATE acts as a best friend, supporting Agents in all aspects of their businesses. We like to think of ourselves a virtual extension of your agency, your own virtual AGENCYMATE. AGENCYMATE is a powerful fully integrated and automated agency management solution that helps Agents provide full customer lifecycle lead-to-sale-to-service excellence every. Every single. Every day. There are so many insurance products and agencies on the market. It is important to find a platform that will help you keep your edge and win customers. AGENCYMATE makes it easy to set up your agency in just minutes. It also includes intuitive guides that will help you get started on leads right away. Your leads will be impressed by your personal responses and your team will have an easy lead nurturing process to ensure that you never miss a sale. AGENCYMATE is the only mobile agency platform that's all-inclusive and designed by agents for agents. It allows you to manage, but also thrive.

We can help you build and launch new products, improve your operations efficiency, or gain a better understanding of your clients to improve customer experience. More than 40 years of experience in the general market will help you connect brokers and MGAs to insurers to provide the best personal and commercial insurance lines. Reliable software will allow you to expand your business and bring new lines of business to the market. A team of experts will assist you in solving your specific problems, increasing efficiency, revenue, and reducing operating costs. You'll receive guidance throughout the design, build, and delivery phases and beyond.

GO-INSUR is a digital transformation of the policy administration system. It offers an innovative cloud-based, cloud-based insurance solution that is flexible, robust, and quickly scalable. One of the UK's most respected digital insurance specialists, GO-INSUR was built by Marsh, Legal & General and British Friendly, among others. GO-INSUR allows you to quickly distribute new products and increase policy sales. Legacy systems and the high cost of new technology are limiting revenue growth in insurance. Go-Insur's cloud-based platform changes all that. It allows you to sell new products faster and expand distribution more economically. Our agile delivery and customer-centric design provide Insurers, Brokers and MGAs with an intuitive cloud-based platform that allows them to be responsive, flexible, and speedy. Go-Insur will help you get products to market quicker, exploit market gaps and expand your distribution. You'll also see a higher ROI on policies.

BrokerEdge from Damco is an end-to-end, full-fledged software for insurance brokers. It allows brokers of all insurance lines to unlock the potential of automation, connectivity, and other tools. BrokerEdge is designed to benefit customers, brokers, as well as insurance agencies. Brokers can use the centralized platform for automating and simplifying day-to-day workflows such as customer database maintenance, lead tracking and policy updating. The leading insurance broker software offers modules for automated marketing, lead management and commission tracking, as well as a mobile application and customer service portal that offer unparalleled flexibility and scalability. BrokerEdge's capabilities will not only drive your bottom line, but also eliminate bottlenecks and facilitate seamless workflows.

This increases delivery speed and encourages the use of STP tools. Superior insight into agent activity, sales progress, and more. Uses data to identify customer needs. You can use the e-Delivery tool to manage your field underwriting, quotes and e-Applications. To optimize workflow and lead management for cross-selling or upselling opportunities. All your case information can be communicated and detailed reports generated from one central tool.

Planck's artificial intelligence platform generates all relevant underwriting insight in real-time with just a business address and name. It also provides coverage and accuracy of over 90%. Get all relevant and accurate customer information and risk insights to improve underwriting efficiency and reduce loss ratios. Increase submission-to binding ratio, automate prefill or eliminate fields. Ensure data quality and availability across the entire insurance value chain. Use artificial intelligence to improve underwriting efficiency and profitability. We can help you with everything, from the P&L of your business line to sales, distribution, underwriting, and data analytics. Planck uses our proprietary open-source web data-mining technology to gather all data about a business entity as well as its operations in real-time. It pulls from thousands of sources and leverages it.

Agency Impact is a new, reliable, and powerful solution that was created by retired insurance agents for agents. It works with any device, including your smartphone, tablet, computer, laptop, or tablet. We are proud to offer the most cost-effective web-based program for managing your insurance agency. We offer the most cost-effective web-based insurance agency management program for small, medium and large agencies. Agency Impact works exactly the same way as you do. Agency Impact delivers excellence and unparalleled flexibility. Agency Impact makes it possible to access critical files, view customer information, and make the right decisions from anywhere.

Special Agent, the complete software system for managing insurance agencies, will help you save time and money as well as increase your productivity and sales volume. Special Agent's intuitive and powerful features will allow you to better serve your customers and increase your revenue without draining your bank account. Chat Now or schedule a demo with us and you'll quickly see why Special Agent is a favorite among agents. Special Agent gives you the ability to access every client, carrier and policy form in your agency. Special Agent works just like you do, and all functions are designed to speed, accuracy, and efficiency. Special Agent works closely with your carriers to ensure seamless integration, avoid duplicate entry, provide the most up-to-date information, and keep you informed.

ABS Cloud is the same software that you have for your office, but it is available in the cloud. ABS Cloud gives you the option of using ABS on your own equipment or letting us manage the software data for you. ABS Cloud allows you to use the software without having to be (or hiring) an IT professional. The same functionality is available in both ways. There is no need to install software on any office computers. The ABS software and your database are stored in the cloud, so you don't have to install them on your computer. You don't need to install ABS software on a server computer that you use only for ABS. ABS can be used anywhere there is an Internet connection. Remote workers can access ABS from anywhere there is an Internet connection. This is ideal for agencies that have a satellite office or when you need to access customer data from home or on vacation.

INSURA is an insurance technology partnership for the insurance industry. We help them increase their market, give more options for their agents, and enhance their corporate image. We offer secure web and mobile-based apps that can be accessed from anywhere and anytime. Insura is a digital transformation partner for clients and provides services and solutions that are based on business and technology consulting. This allows clients to seamlessly translate their strategies into action. Batavianet is an insurance member. Based on the risk profile, analyze the customer's financial requirements. It is easy to make proposals from client gadgets, and it is available anywhere and at any time. Transmit new business instantly, integrated to the payment gateway After submission, agents will be notified by Head Office System of the status of their customer's application. Agents e-submission eq is open to feedback and comments from new businesses. Inadequate ID document, not readable birth date, etc.

Each EZLynx product can be integrated with our agency management system and comparative rater to create a single platform. You can either bundle products to increase efficiency, or you can purchase them individually. EZLynx is an innovative insurance software that streamlines the workflow of your agency. You can combine products to increase productivity and purchase products individually to suit your business's needs. Each product can be integrated with our agency management system and comparative rater to give you a single platform to manage all aspects of your customers' lives. EZLynx offers a variety of services, including real-time home and car insurance quoting through your agency website. Email marketing is also available. Agents can maximize client acquisition and client service throughout the entire client life cycle with the cloud-based system. All of your customers' documents, policies, and quotes can be found in one place.

To chart the path to the future, harness the power of technology and data. Frameworks that are efficient, secure, compliant, scalable, and that cover all aspects of your institution's operations and services. Use cutting-edge digital technologies to improve customer engagement and operational efficiency. You can get to market faster and make more money by leveraging cutting-edge technology and domain expertise. Our frameworks and solutions are lightweight and easy to use. They integrate seamlessly into your existing processes, reduce errors through automation, and increase performance. Agile DNA. Expertise in cutting-edge technologies that will accelerate your digital transformation efforts. When a company places innovation and digital transformation at the forefront of its business strategy, good things happen. High-tech technology, business and digital transformation frameworks, as well as deep domain expertise in HealthTech and InsurTech.

We are a leader in the provision of software solutions for insurance agency management. Our goal is to provide innovative applications and services that improve our clients' businesses and give them an edge over their competitors. What does this mean for you and your business? This means that your business will experience higher customer satisfaction, increased profits, and lower operating expenses. Our product is an insurance CRM software for agents and insurance agencies that is cost-effective and comprehensive. It was specifically designed to meet the needs of modern insurance agencies. Our insurance agency management software, "Aspire", is the result of collaboration between experts in both software development and insurance. Our clients receive innovative, first-to market insurance agent software features that are unique to us. Our insurance agency management software is designed to be simple and cutting-edge for insurance agencies.

A CRM system is essential for any retail brokerage. LXCRM was designed to make it easy for you to stay in touch with your Forex traders. Each feature of our CRM system was specifically designed to meet the needs of Forex traders. LXCRM can help you increase your performance through integrated marketing and automation tools. Multiple dashboards allow you to access all the information you need on one page. LXCRM integrates seamlessly with emailers, affiliate systems, SMS, and many other systems. You can track the performance of your success teams and sales individually and collectively. To ensure maximum data protection, assign specific permissions to different staff members. Your personal success manager will help to create the best package for you. Our technical team will install all components of your brokerage. Once you have all the systems in place, a trained professional will help guide your team.

Mortgage professionals who want to convert more leads. MLO Shift is built using ActiveCampaign, a top-of-the-line CRM and marketing automation platform trusted by more than 50,000 businesses. Your account includes 25 users and 2,500 contacts. MLO Shift Membership gives you access to our entire library of step-by-step video training courses. This will help you get started quickly to get the most from your investment. You can create your own landing pages. You can modify a template or create your own. Pages are quick to create and easy to use on mobile devices. This allows you to run campaigns and convert more leads. You can automatically drop all your leads into one system, and instantly follow-up with email, text, and Slybroadcast voicemails. This allows you to focus on your business. Track and follow up with your referrals automatically, so you don't lose track of any leads, only to discover that they have worked with the competition.

Mobinsure Software Pvt Ltd, an Insurance domain-specific software company, focuses on developing world-class software products for Insurance Intermediaries using SAAS or Cloud models. These applications include Premium Calculator, Premium Quotes, Partner or Channel Management and Lead Management. Policy Management, Renewal, Meeting Reminders, Birthday, Festival and MIS Reporting are some of the features. It's an end-to-end Insurance CRM for all intermediaries.

IQProspects is a simple-to-use, sales and service CRM engine for credit unions and banks. The best commercial bankers spend a lot of time talking to customers and prospects. There is now a tool that will help you build relationships even while you're on the go. Quest Analytics mobile apps allow you to be more productive even when you're not in the office. IQProspects tracks every step of the process, from the opportunity stage to underwriting and through closing. Is it taking too long for loans to process? IQProspects customizable workflow automates this process and ensures loans are completed quickly and accurately. All it takes is a prospect. Quest tracks every step of the process, from the opportunity stage to underwriting, through closing. IQProspect's new marketing event management capabilities can help your institution manage every golf outing, charity event or other relationship-building marketing opportunity.

You can bring new and existing products to market via various sales channels, including self-service portals or mobile apps, broker networks, broker websites, aggregator sites, White Label schemes, direct to market, and broker networks. You can use powerful CRM tools to manage consumers, agents and brokers. Automate renewal invitations, offer web logins and self service facilities. Assign account managers and manage accounts. Integrate seamlessly with top aggregators via C2MS APIs or surface rating engine services that provide real-time quotes. Connected to MoneySuperMarket and GoCompare, Compare the Market and Confused.com. Powerful GUI tools allow you to create and configure Products using data modeling, validation logic, mapping for web services, and reporting.

Automate your insurance marketing and lead management to maximize the power of automation. Top producers don’t have more time than you do, they just have a better way of using them. Insureio offers a systematized, automated selling approach that results in more sales, less paperwork and happier clients. Track leads, events and tasks. Forecasting for sales and productivity is possible with opportunities posted to your dashboard. Pre-built reports are also available for instant analytics. Minimize non-revenue-generating activities. Drop-ticket app fulfillment provides proactive case management, approval automation and e-Policy delivery. Automate marketing, lead generation and sales functions. With a single click, you can implement lead nurture campaigns and status driven follow-ups. Our easy-to-use app allows you to quote over 40 major carriers for term, permanent, LTC, disability, annuities, and more.

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

You can identify the impact of brand impressions, marketing and customer communications. Campaign Analyzer allows you to evaluate your current marketing programs and drive better results. Evaluate acquisition campaign effectiveness. Campaign Analyzer measures the effectiveness of marketing campaigns to inform future initiatives. You can identify your target markets better. You can tailor acquisition campaigns to meet their needs and wants. For valuable insights, track campaign results. Increase your knowledge of the quoted population profiles. Overcome the challenges associated with analyzing campaign results. Campaign Analyzer generates detailed reports based upon insurance-specific data. Get detailed insights into the shopping, demographic, and lifestyle profiles of potential customers. Identify marketing opportunities.

Streamline mission-critical workflows and drive organic growth. Every agency requires a process for finding and writing new business while maintaining existing clients. Your agency should have access to world-class technology that automates your daily tasks so you can provide superior value to clients and prospects. Technology can help you increase sales, renewals, servicing, and get in front of qualified leads. The Zywave Sales Cloud offers a wealth of tools that can be used to enhance the entire process, from prospecting to renewals. Our comprehensive suite of tools will help you compete on a new level. It includes tools that allow you to nurture prospects and clients, generate new leads, and streamline your servicing workflows. This platform simplifies your sales process. You can identify and market new leads, coordinate all communications easily, and take control over prospect meetings by providing valuable insights.

A management system for agencies that the entire team can use. One system that the entire team can use, from sales management to agency CRM through workflow automation to online enrollment. Gen4's sales system was specifically designed for insurance brokers. It includes all the fields and processes you need to grow your agency. The management of an insurance pipeline is different from other industries. You can view your insurance agency's pipeline by stage, closing date, and renewal date. You can log sales calls, take notes during meetings, record follow-ups, and even dictate notes to your tablet or phone. Your sales system is everywhere you go. You can access your sales notes from your smart phone while you're at client meetings or look over your pipeline at lunch with your tablet.

AgentExpress is more than a standard quoting and enrollment platform. We have modernized the traditional CMS experience to make it easier for brokers to succeed in today's changing landscape of insurance professionals. Our agents are able to create amazing experiences for their clients by combining technology, training, support, and a foundation of technology. With decades of experience in technology and insurance, the AgentExpress platform was built. AgentExpress is the industry leader for Medicare Advantage, MAPD and PDP, Medigap and Final Expense life quoting and enrollment broker technology solutions. AgentExpress will provide a dedicated team to help you succeed. Get in-depth training on technology, sales and product development to grow your business. You can train with our team, join our weekly webinars or learn at your own speed with our industry-first microlearning platform for insurance agents.