Insureio is the most
revolutionary and robust insurance sales system in
the world. Designed with the insurance professional
in mind, Insureio is more than a typical CRM
(Customer Relationship Management) system - it is an
evolutionary change in the way insurance is sold!
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Personalized e-marketing
website
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Field underwriting &
suitability tools
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Sales automation
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Nurture campaigns for leads and
clients
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Automated follow-ups based on
lead status
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One click data transfer to
forms & applications
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Task & event tracking
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Integrated case status & notes
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Click-to-call dialing
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Incorporated text messaging
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Detailed sales reports
The typical producer works
harder for less money.
Are you bogged down by paperwork?
Are you spending time and money on
ineffective marketing?
Are you tired of buying low-quality leads?
LIMRA indicates most producers struggle
because of two major limitations:
1. An inability to generate quality
leads and sales opportunities.
2. Spending 2/3 of their time on
administrative tasks versus prospecting and selling.
This trend will worsen with increased
regulation, compliance, and underwriting difficulty.
There is a better way!
By adopting a proven method of working
smarter - not harder - you can maximize the value of every lead
and client, too! Based on an intuitive, web-based design, the
DataRaptor Sales Management System was built by top producers to
provide the tools you need to succeed.
Top insurance producers have an edge based
on a systematized, automated approach to managing their
business. They sell more, earn more, and have happier clients
because they effectively :
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track leads and sales opportunities
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minimize non-revenue generating task
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automate marketing, lead generation,
and sales functions.
Insureio -
The Evolution Of Insurance
To Learn How To Use Insureio:
