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