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What is Prosoftly?

Boost your sales, refine your marketing techniques, and improve your customer service capabilities with a cohesive cloud-based solution. Prosoftly enables you to manage your sales processes effectively, securely maintain customer data, build robust business relationships, utilize marketing automation, and evaluate your sales performance—all from a single platform. The Prosoftly CRM employs a subscription model that continues until you opt to cancel, with automatic renewals taking place at the conclusion of each billing period, guaranteeing that your service remains uninterrupted. Each ticket's activity is carefully documented, providing a comprehensive corporate memory that can be accessed without needing to ask about individual ticket statuses. With the user-friendly drag-and-drop progress board, tracking the status of all tickets becomes a seamless task, facilitating efficient task and workflow management. This optimized approach not only conserves valuable time but also fosters improved teamwork throughout your organization, ultimately leading to greater productivity. Additionally, Prosoftly's integrated features empower you to make informed decisions, ensuring your business remains agile in a competitive landscape.

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.

Media

Media

Integrations Supported

Facebook
Gmail
Google Calendar
LinkedIn
Mailchimp
QuickBooks Online
SendGrid
Stripe

Integrations Supported

Compulife
NinjaQuoter

API Availability

API Availability

Has API

Pricing Information

$7 per user per month

Pricing Information

$25 per month
Basic: $25/month
Marketing: $50/month
Agency Management: $50/month
Marketing & Agency Management: $75/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Prosoftly

Company Location

United States

Company Website

www.prosoftly.com

Company Facts

Organization Name

Insureio Technologies

Date Founded

2014

Company Location

United States

Company Website

insureio.com

Categories and Features

CRM

Not specified

Categories and Features

CRM

Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Quotes / Proposals
Task Management

Insurance Agency Management

Contact Management
Document Management
Life & Health
Policy Management
Quote Management

Insurance CRM

Not specified

Life Insurance

Not specified

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