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What is Insuraxe Solutions?

We designed our system employing advanced security techniques, including encrypted databases, thorough testing, an EVSSL certificate, and secure servers hosted on the Azure Platform. This infrastructure enhances client availability via auto-scaling capabilities. Additionally, we adhere to HIPAA compliance standards, maintain comprehensive logs of all activities, and vigilantly monitor for any anomalies within our databases. Our expertise lies in creating tailored systems for insurance companies, equipping them with essential tools to elevate their outreach through integrated rating and billing, as well as automation for SMS, emails, and call scheduling, ensuring a seamless communication process. Furthermore, our commitment to security and efficiency empowers our clients to focus on their core business while we handle the technical intricacies.

What is CRMDAY One?

CRMDAY One is a robust cloud-based platform tailored for independent agents, agencies, and FMOs within the insurance sector. This cutting-edge solution integrates a wealth of information including client profiles, sales funnels, policy specifics, task organization, communication logs, and renewal procedures into one cohesive workspace. Users can conveniently import HealthSherpa export files, verify updates, and resolve conflicts, while built-in ACA quoting allows clients to compare various plans from Healthcare.gov. The system is adept at managing Open Enrollment initiatives, automating workflows, producing reports, coordinating agency networks, and supervising commission frameworks. Moreover, its shared inbox brings together multiple communication modes like email, SMS, WhatsApp, voice, and Instagram, with varying functionalities depending on user configurations and third-party integrations. To boost productivity, Aria AI enhances insurance workflows, and an optional ChatGPT plugin provides authorized users with seamless access to CRM records and tasks. Specifically crafted for U.S. insurance professionals, CRMDAY One supports those dealing with health, ACA, Medicare, and life insurance clients, equipping them with essential tools to thrive in a competitive landscape. This versatile platform is designed not only to optimize operational efficiency but also to empower insurance agents and agencies to achieve greater success in their endeavors. With its comprehensive features, CRMDAY One stands out as an indispensable resource for insurance practitioners aiming to streamline their processes and enhance client interactions.

Media

Media

Integrations Supported

Equifax BusinessConnect
Experian Aperture Data Studio

Integrations Supported

ChatGPT
Facebook
Gmail
HealthSherpa
Instagram
WhatsApp

API Availability

Has API

API Availability

Has API

Pricing Information

$4999 per month
Free Trial Offered?

Pricing Information

$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Insuraxe

Date Founded

2016

Company Location

United States

Company Website

www.insuraxe.com

Company Facts

Organization Name

CRMDAY

Date Founded

2019

Company Location

United States

Company Website

crmday.net/one

Categories and Features

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance CRM

Not specified

Categories and Features

Insurance CRM

Not specified

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