.png)
Account 360 incorporates end-to-end, holistic and seamless integration of all account elements of an account. It utilizes contemporary techniques for extending services in search functionality and provides additional vital support assistance. This is the easiest and quickest way to know all about a particular client or account.
Contact 360 furnishes a dynamic client storyboard revealing every minute detail of a contact upfront. It provides instant access to policy overviews, client documents, personal details, email and mobile interactions, and email analysis. You can also track deal progress for the contact on Contact 360. Policy information is dealt as a separate functionality under Contact 360 for improvised insights and quick updates. The total number of policies held, premium amount and returns earned are also reflected in this system.
Work on a modular, highly innovative and specifically designed single view solution Account 360. It is a depository compiling unique contact information that can be easily leveraged to handle client needs and provide ultra-effective solutions.
Contacts can be searched globally on the basis of Name, City, Address, Email, and Phone number. For instance, You can retrieve missing email information of contact by searching for details through their phone number.
You can easily add, move or import contacts and sync it with your Agency management system. An account detail can be manually entered which is time-consuming, so we help you link data from the Contact forms directly into the Account 360. The general data on account types and emergency contacts are primarily available for quick referencing and active communication.
Contact automation refers to sending an automated sales sequence of emails and messages when a new contact is added to the system. With contact automation, you can create, configure, update, test and review your automation and organize your contact management. It helps improve your engagement with clients by initiating lead nurture campaigns, welcome campaigns and more.
“Absolutely The Best AMS Available on The Market Today! Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.”
-ALEJANDRO M.,President, Quoteasy
“InsuredMine: Great Decision, Awesome Service. By implementing a system like InsuredMine, you not only get a system that helps you see your business more in depth but, you get to really see where your strengths, weaknesses and potential are as well as use that information and take a proactive approach to them.”
-TAYLOR W., IT Manager, Sean Fincher Ins.
“It combines phone, text and email connections in one application. Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write.”
-STANLEY DEAN , Selling Insurance since 1963
“Incredible service and product. It has an incredible response rate and ease of use. It has been nothing but 1st class service and a great experience.”
-SANTO MILITELLO , CFO, Via Rapida Services
Let your clients update profile, review documents at their convenience. A revolutionary way to engage clients and prospects.
Learn More
Get mobile App
