Insureio is Coming...
Pinney Insurance is pleased to announce the arrival of Insureio, the most revolutionary and robust insurance sales system on the market! Built with the insurance professional in mind, Insureio makes it easier to conduct business with comprehensive Customer Relations Management. With Insureio, you can utilize:
- Integrated insurance quoting
- Field underwriting and 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 from CRM
- Detailed sales reports
- Plus so much more…
You'll master this free and easy-to-use software in no time, allowing you to concentrate on what really matters: meeting your consumers’ needs as quickly and effectively as possible.