Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • tigerlab Reviews & Ratings
    11 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    72 Ratings
    Company Website
  • Cloud Claims Reviews & Ratings
    11 Ratings
    Company Website
  • EngageBay Reviews & Ratings
    1,472 Ratings
    Company Website
  • Service Center Reviews & Ratings
    72 Ratings
    Company Website
  • Quaeris Reviews & Ratings
    6 Ratings
    Company Website
  • Guardz Reviews & Ratings
    56 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    129 Ratings
    Company Website

What is Insureio?

Streamline your insurance marketing and lead management to harness the full potential of automation. Successful producers don't possess more hours in their day; they simply utilize their time more effectively. Insureio provides a structured, automated approach to selling that leads to increased sales, reduced paperwork, and satisfied clients. You can monitor leads, events, and tasks efficiently, while sales and productivity forecasting becomes feasible with opportunities displayed on your dashboard. Additionally, you can access pre-built reports for immediate analytics, allowing you to minimize activities that do not generate revenue. The drop-ticket app ensures proactive case management, streamlined approval processes, and electronic policy delivery. By automating your marketing, lead generation, and sales processes, you can launch lead nurture campaigns and conduct status-driven follow-ups with just one click. Furthermore, our user-friendly application enables you to generate quotes from over 40 leading carriers for a wide range of products, including term and permanent life insurance, long-term care, disability insurance, annuities, and more, allowing for comprehensive service offerings. Embrace this technology to elevate your business to new heights.

What is Chromosis CRM?

Handling a large number of clients can be quite challenging, and delivering excellent service during each interaction is vital for any business. Are your team members armed with the right tools to achieve their goals efficiently? With Chromosis CRM software, you can optimize your workflows to reach those objectives. This cutting-edge CRM is tailored to meet the unique requirements of your organization, offering crucial insights into your clients and empowering every team member to consistently provide exceptional customer service. You can effortlessly monitor leads, convert potential clients, and maintain your current customer relationships while obtaining a thorough understanding of your sales and marketing initiatives. Chromosis enables you to create a lead database, track all prospects, and set up follow-up reminders to ensure that no opportunities are missed. With integrated calendar reminders and a comprehensive record of all communications, your team can remain organized and proactive in their outreach efforts. Additionally, the automatic updates to your lead database according to their status will further improve your chances of converting leads through timely and effective follow-ups. In the end, Chromosis CRM not only streamlines your client management process but also enhances the overall quality of service you deliver, ensuring client satisfaction is always a priority. This means your organization can thrive in a competitive landscape by consistently exceeding client expectations.

Media

Media

Integrations Supported

Compulife
Couchbase
Ember
Ionic
MongoDB
MySQL
NinjaQuoter
SQLite

Integrations Supported

Compulife
Couchbase
Ember
Ionic
MongoDB
MySQL
NinjaQuoter
SQLite

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Insureio Technologies

Date Founded

2014

Company Location

United States

Company Website

insureio.com

Company Facts

Organization Name

Chromosis Technologies

Date Founded

2012

Company Location

India

Company Website

chromosis.com/chromosis-crm.php

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Insurance Agency

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

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Popular Alternatives

Popular Alternatives

easygrahak Reviews & Ratings

easygrahak

Swarajya Infotech
TL LeadManager Reviews & Ratings

TL LeadManager

TargetLeads
BlinQ Reviews & Ratings

BlinQ

BlinQ Software
Radius Reviews & Ratings

Radius

Radius Bob
i-underwrite Reviews & Ratings

i-underwrite

Intelligent Life Technologies Limited