Why is a CRM important for insurance brokers and insurance agents? CRM helps the insurance agent in multiple ways. The primary benefit is the lead organization, which allows insurance agents to work strategically to convert prospects into customers. With 360-degree visibility into customer profiles,...
Commissions tracking is crucial to your success. We have built a comprehensive system for tracking agency and agent commissions, fees or even interest rates on payment plans. Commissions Demo Carrier Downloads NowCerts offers automated updates of your policy information from carrier databases. Stay on...
Comprehensive insurance software solutions for insurers. We have two key products: Agent Portal (a system for automating the work of insurance agents) and Higson (a Business Rules Engine solution).
Intelligent automation for insurance enterprises Give agents the right policy and information while providing customers compliant advice every time. Zingtree guides the next best action for both agent-assist and self-service. Request demo How zingtree helps...
Insurance Leads That Fuel Agent Success. We offer both under- and over-65 health leads in the form of shared, exclusive or live transfers. You have the power to select the leads to make your business stronger! Live Transfer Leads Consumer’s interest is verified over the phone by live scre...
Insurance proposal tools at a glance How to choose proposal software: Features insurance sales teams should look for Top 6 proposal software for insurance companies in 2024 Upgrade to modern, digital proposals with Qwilr Enjoying this article? Share with friends! As an insurance agent, you spend ...
Exclusive Health Insurance Leads Exclusive leads, delivered in real time. We put you in contact with consumers who have indicated their interest in speaking with an agent to review their health insurance options. Exclusive health insurance leads are then delivered to you via e-mail so you can fo...
Onboarding & compensation: What insurance agents need from carriers Independent agents reveal their frustrations with onboarding, licensing, and compliance when it comes to carrier relationships. How carrier sales and distribution leaders can improve agent experience ...
“The tool that reduced time in policy clearance. A highly seamless insurance agent CRM software. Reporting becomes easy with this tool; just a single click to create reports. It also helped in getting the entire insurance data in one place.” ...
WaterStreet is better known as a cloud-based insurance solution which is primarily designed for property and casualty insurance. In order to manage quote to claim policy lifecycle support, a rule-based structure which is customizable, underwriting and real-time premium calculation, policy...