Business Tools for the Home Based Insurance Sales Agent

Customer Contact Tools

• Iterable empowers growth marketers to create world-class user engagement campaigns throughout the full lifecycle, and across all channels
• Iterable empowers growth marketers at mid-market and enterprise B2C companies to create world-class user engagement campaigns across all channels. Marketers segment users, build workflows, automate touchpoints and test strategies at scale without engineering support

• Zipwhip launched in 2007 from John Lauer’s basement in Seattle, Washington.
• Zipwhip is on track to grow to over 100 professionals this year.
• In 2013, Zipwhip introduced texting on existing landline and toll free phone numbers.

• More than 14 million people and businesses around the world use MailChimp
• MailChimp’s features and integrations allow you to send marketing emails, automated messages, and targeted campaigns. And the detailed reports help you keep improving over time
• Recapture sales, recommend products, and make money in your sleep

Lead Bidding Management Tools

• With deep industry knowledge across Insurance, Mortgage, Education, and Home Services, LeadCloud is a cloud- based Data Integration Platform
• Buy only the top converting leads and choose from the best of breed service providers all fully integrated
• Connect partners directly your Rating Engine using LeadCloud

• boberdoo.com has been working on lead distribution systems since 2001 and have been in business since June of 2000
• The system allows you to automate the daily tasks of distribution, lead management, accounting, billing and reporting with built-in abilities to handle inbound/outbound phone routing, ping post and traditional web leads

• Their platform automates a full spectrum of lead gen tools with quick integration of lead buyers
• Only buy leads matching your criteria by setting personalized filters and score behaviors. You can filter by gender, age, marital status, education, and more
• Manage campaigns and build online forms across verticals, all from one user interface

Customer Data Base Management

• Salesforce pioneered a new technology model with our cloud platform, a new pay-as-you-go business model focused on customer success
• Their Customer Success Platform provides groundbreaking cloud services for sales, service, marketing, community, analytics, apps and the Internet of Things
• Salesforce is the fastest growing top 10 software company in the world and has been ranked as one of the world’s most innovative companies by Forbes for five years in a row

• AgentCubed’s insurance software combines a powerful CRM, Lead Management & Distribution, and Agency & Policy Management into one easy-to-use platform
• Automated skills-based routing allows agents to get the right leads at the right time
• Increase efficiency, automate workflows and manage customer relationships throughout the entire sales cycleQuickly access policy summaries, set renewal reminders and review client policies with ease

• An online platform, which helps you track the on-boarding, management, compliance, and compensation anytime and on any device
• Track your book of business and follow up on the compensation online
• Customize your dashboard for organized smart view of data

Telephone System

• VanillaSoft is the industry’s leading software for Sales by Phone
• Their intuitive and easy-to-use inside sales software takes the best of CRM, Lead Management and Telemarketing applications to create the most productive phone sales environment available today
• Speed up your sales process and convert more leads to sales while getting easy CRM solution that’s perfect for inside sales

• Five9 is the leading provider of cloud contact center software, driven by a passion to transform contact centers into customer engagement centers of excellence, coupled with a deep understanding of the cost and complexity involved in running a contact center
• With the experience of thousands of customer implementations, we are laser-focused on building, implementing, and supporting an easy-to-use, complete cloud contact center solution
• Enhance the Five9 cloud contact center platform with leading customer relationship management (CRM), analytics, workforce management, performance management solutions, and telephony providers.

• RingCentral, Inc. is an award-winning global provider of cloud unified communications and collaboration solutions. More flexible and cost-effective than legacy on-premise systems, RingCentral solutions empower today’s mobile and distributed workforces to be connected anywhere and on any device through voice, video, team messaging, collaboration, SMS, conferencing, online meetings, contact center, and fax
• They provide an open platform that integrates with today’s leading business apps while giving customers the flexibility to customize their own workflows
• RingCentral has the confidence of over 350,000 organizations worldwide to provide them with innovative and secure ways to connect employees, boost workforce productivity, share knowledge, and strengthen customer relationships.

• If you want to beat your competitors to incoming leads, Ricochet provides the fastest commercial dialer available. Call more leads than ever with our new multi-line dialer
• Easily manage all your prospects, calls, emails and more with their easy-to-use, full-featured contact and lead management system
• Streamline time-consuming marketing and sales tasks with intelligent call, email and sms campaigns that are directly integrated with your Ricochet dialer
• Route and track your inbound phone calls to specialized sales teams or hunt groups with screen pop notification. Utilize their fully featured call routing to increase control of your inbound call traffic and maximize results with all your inbound marketing efforts

• Retreaver helps companies provide excellent customer experiences through an innovative technology that accompanies the consumer through their journey across multiple platforms
• Manage dozens, hundreds, or even thousands of customers with a personal touch by understanding vital information about each
• Their packages omnichannel information and routes it accordingly along with each phone call
• Retreaver’s tracking features provide vital metrics for measurement, while routing technology guarantees your customer speaks to the most relevant resource.

• You already optimize the customer journey for the search keywords, digital ads, and web interactions that drive clicks. DialogTech enables you to do the same for customer calls, using the same tools you use now for clicks
• Double your conversions and ROI from digital marketing tomorrow doing what you’re already doing today with DialogTech.Consumers are responding to digital marketing by calling businesses by the billions
• Learn how to take the same data-driven, analytical approach to optimizing call conversions as you do your web leads using DialogTech

• Invoca helps the modern marketer optimize for the most important step in the customer journey: the phone call. With Invoca’s Voice Marketing Cloud, marketers can get granular campaign attribution to understand why customers are calling, gain real-time intelligence about who’s calling and analyze what’s being said in conversations
• Marketers can put this data to work directly in the Voice Marketing Cloud by automating the ideal customer experience before, during and after each call. With an ecosystem of over 30 technology partners, marketers can inject call intelligence into their existing technology stack, giving them the ability to orchestrate a true omnichannel customer journey
• Think beyond digital and bring phone calls into the omnichannel customer journey

• If you want to beat your competitors to incoming leads, Ricochet provides the fastest commercial dialer available. Call more leads than ever with our new multi-line dialer
• Easily manage all your prospects, calls, emails and more with their easy-to-use, full-featured contact and lead management system
• Streamline time-consuming marketing and sales tasks with intelligent call, email and sms campaigns that are directly integrated with your Ricochet dialer
• Route and track your inbound phone calls to specialized sales teams or hunt groups with screen pop notification. Utilize their fully featured call routing to increase control of your inbound call traffic and maximize results with all your inbound marketing efforts

• Improve your marketing campaigns with our function-rich analytics. Phonexa’s advanced analytics equip companies with big data insights and real-time reporting
• Phonexa’s proprietary voice recognition solution, VoicePLUS, utilizes natural human speech for accurate self-servicing and personalized conversations
• Their leading Ping Tree system has the ability to analyze inbound and outbound applications in real-time. Ping Tree also allows you to make the adjustments you want and view results from any device
• Phonexa automatically distributes your calls through an advanced, industry-specific IVR questionnaire. Based on these IVR answers and other filtration settings set by you, all calls will be routed to the appropriate call center or agent

Follow up Tools

• Hatchbuck has helped small businesses around the globe to fulfill their purpose every day. Chiropractors are healing more patients, insurance agents are keeping more customers safe under policies, and small business owners across numerous industries are automating their sales & marketing and finding more time for the things they love most
• They guarantee simple pricing on our site and we will never jack up the price you pay for your plan during the term of your service, even if their price to new customers increases
• Keep tabs on your prospects and customers in Hatchbuck’s simple CRM. Tasks keep you organized while hot lead alerts let you know when a prospect is ready to buy

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