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EZLife powered by Insureio

 

   

Learn More About Insureio

 

The  Ez Life Sales platform has grown into the most revolutionary and robust insurance sales system in the world - Insureio. This evolution is more than a change of name; it is a change in the way insurance is sold. We have designed Insureio with you, the insurance professional, in mind. Along with the features of a typical CRM (Customer Relationship Management) system, we have included

  • Integrated insurance quoting
  • Field underwriting
  • Health screening tools
  • Marketing and sales help
  • Data transfer directly from CRM to application
  • Automated e-mails based on lead status
  • Nurture campaigns for leads and clients
  • Integrated dialer (optional)
  • Integrated texting (optional)
  • Click to call (optional)
  • Email clients directly from CRM
  • Case status directly into CRM
  • Detailed sales reports
  • Plus so much more…

Your clients have changed the way they buy insurance. Have you changed the way you sell? It’s time to work smarter, market harder, convert leads, meet needs, sell more, and earn more with Insureio.

Web Based:

Insureio is a secure web based program that offers clients the opportunity to purchase term insurance from multiple companies.  These quotes are from some of the most competitive highly rated insurance companies in the industry.  Names your clients will recognize and trust

 

Secure:

 

HIPPA compliant and with state of the art technology from GoDaddy, your clients personal information is secure throughout the process. 

 

Easy Implementation:

 

With the combined resources of AMG and our business partner Pinney Insurance doing the work,  You have no  paper application to complete and are only responsible after submission for policy delivery and placement.

 

 

Beneficial to Both You and Your Clients:

 

Your clients have the opportunity to purchase term life insurance at prices that can run 40% less than they may find with other carriers.  Using Insureio, you receive full commissions and eliminate much of the time and effort associated with selling life insurance policies.

 

 

 

To Learn How To Use Insureio:

 

 

 

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