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What is SiegeAMS?

Efficient, clear, and highly versatile, this comprehensive CRM is specifically designed for the management of insurance agencies and acts as a key driver of revenue growth. It simplifies workflows and boosts both internal and external marketing strategies through effective automation. You can easily integrate with various third-party applications and take advantage of carrier downloads that open up cross-selling and up-selling avenues. With robust analytics features, you can gain valuable insights into your agency's overall performance. This system also includes essential tools for accounting, e-signatures, human resources management, website hosting, E&O protection, and marketing efforts. By utilizing a range of preloaded and customizable reports and analytics, you can swiftly evaluate the health of your agency while delving into specific details. The tailored marketing campaigns are expertly crafted to engage potential leads and maintain relationships with existing clients, highlighting just a fraction of its extensive capabilities. Moreover, automating processes not only streamlines office workflows but also significantly reduces E&O risks. In addition, you can keep meticulous records of employee data, important documents, and agency licenses, ensuring that every facet of your agency remains organized and compliant, ultimately paving the way for sustained success and growth. Embracing this CRM is a strategic move toward elevating your agency's operational efficiency.

What is ReadSignFlow?

ReadSignFlow is policy acknowledgment software for HR, compliance and operations teams. Upload a policy, choose who needs it and set a deadline. Employees read it on any device, including a phone or a shared tablet, and acknowledge it. Reminders and manager escalations run automatically. Every acknowledgment is recorded with the time, the device and a fingerprint of the exact document version, and the full audit pack exports in one click. Free for up to 20 employees; paid plans start at $99 a month, billed annually.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$99/month
Free forever for up to 20 employees. Starter is $99/month for up to 100 employees when billed annually ($1,188/year), or $119/month with monthly billing. Growth is $1.20 per active employee/month billed annually, with a 100-employee minimum ($120/month or $1,440/year); monthly billing is $1.50 per active employee/month with a $150/month minimum. Enterprise pricing is custom.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Siege Technology Solutions

Company Location

United States

Company Website

www.siegeams.com

Company Facts

Organization Name

ReadSignFlow

Date Founded

2024

Company Location

Sheridan, Wyoming, United States

Company Website

www.readsignflow.com

Categories and Features

Policy Management

Not specified

Categories and Features

Policy Management

Attestation
Audit Trails
Policy Library
Reporting / Analytics
Version Control
Workflow Management

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