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What is UPilot?

To reach a revenue target of $1 million with a closing rate of 40%, the sales team needs to cultivate a pipeline of opportunities amounting to $2.5 million. UPilot streamlines this effort by automatically monitoring the closing ratios for both the overall team and individual salespeople. By effectively utilizing a CRM, teams can anticipate revenue flows, make informed investments, confidently grow their staff, and maintain steady progress. Nevertheless, without the ability to manage their sharing settings, managers might find it challenging to accurately gauge closing ratios and predictions, which can ultimately obstruct reliable growth. Thus, adopting a CRM that provides role-based access from top down is essential to prevent stagnation and unnecessary expenses as growth plans are put into action. Regrettably, numerous CRM solutions either lack this vital functionality or limit it to their highest-priced Enterprise levels. As a result, once a growth strategy is determined, organizations frequently confront the choice of either moving to entirely new and complicated systems or incurring higher costs for superior plans to unlock essential features. The significance of selecting the appropriate CRM cannot be overstated; it is fundamental to determining a company's long-term success. A well-chosen CRM not only enhances operational efficiency but also empowers teams to make data-driven decisions that could lead to sustained profitability.

What is Akur8?

Akur8 leverages the power of machine learning and predictive analytics to transform the pricing strategies of insurers by improving both speed and precision, while maintaining full transparency, auditability, and control over the models produced. This cutting-edge platform is unique in its ability to automate the development of production-ready Generalized Additive Models (GAM) and Generalized Linear Models (GLM). Utilizing its innovative proprietary algorithms, Akur8 unlocks substantial business value by addressing previously overlooked enhancements in the combined ratio. The solution equips actuarial pricing teams to construct highly predictive models more swiftly than ever, leading to faster and more informed decision-making processes. In addition to these capabilities, Akur8 is built to be API-enabled, providing users with the ability to quickly access various data sources, create tailored features, and seamlessly integrate the technology into their pricing workflows, thus boosting overall productivity and effectiveness. This all-encompassing strategy not only reshapes the pricing environment but also empowers insurers to maintain their competitive edge in an ever-evolving market landscape. As a result, Akur8 stands as a pivotal tool for insurers striving to optimize their pricing practices and enhance their operational efficiency.

Media

Media

Integrations Supported

ActiveCampaign
Asana
Basecamp
Drip
Gmail
Google Calendar
Google Docs
Google Drive
HubSpot Customer Platform
Jira Work Management
Mailchimp
Microsoft 365
Process Street
QuickBooks Online
QuickBooks Online Advanced
Slack
Trello
Xero
Zapier
Zoom

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

$29 per user per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

UPilot

Date Founded

2016

Company Location

United States

Company Website

upilot.com

Company Facts

Organization Name

Akur8

Date Founded

2018

Company Location

France

Company Website

www.akur8.com

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Insurance

Not specified

Pricing Optimization

Not specified

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