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Main Features
Pricing
Starts from $75/Month
Free Trial available
Showing 1-10 out of 10
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8.2
Spot Score
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Product Description
SPP.co is a client management and billing software made for growing agencies. Get happier clients with a white-labeled Client Portal. Scale up your team with role-based permission controls. Finally, you can have your projects, clients, and billing all under one roof.
Read moreCommon Features
Contact Management
Unique Features
List Management
Customer Support
Referral Tracking
+ 2 more
Pricing
Free Trial available, Try Now
Starts from $49/Month when Billed Yearly
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Product Description
Qualified is an innovative Conversational Marketing Chatbot that enables businesses to maximize their revenue by leveraging their website. It empowers them to identify their most desirable site visitors, start conversations to convert outbound and promotional website visitors, and detect ...
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No common features
Unique Features
Pop-ups
Alerts
Co-Browsing
+ 12 more
Pricing
Starts from $3000/Month
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Product Description
Agencyjoy is the perfect Sales CRM for Growing Agencies and Consultants. Make lead tracking and sales management easy with this innovative platform, designed to streamline web form tracking and discovery calls with its built-in scheduler. Save time and resources, track leads in real-time, and ...
Read moreCommon Features
No common features
Unique Features
No unique features
Pricing
Starts from $7.50/User/Month when Billed Yearly
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Product Description
Workvivo is a revolutionary employee communication app that works to strengthen the connections between colleagues. Beyond the traditional tools, Workvivo has the ability to effectively engage and reach out to team members. This revolutionary communication platform aids in the construction of ...
Read moreCommon Features
Document Management
Unique Features
Calendar Management
Employee Database
Access Control
+ 6 more
Pricing
Workvivo offers custom pricing plan
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Product Description
AgencyZoom is an advanced, user-friendly platform designed to make sales, marketing, and customer service easier and more efficient for insurance agents. This modern solution maximizes productivity, simplifies daily tasks, and provides a standardized customer care experience. Join the modern ...
Read moreCommon Features
Commission Management
Unique Features
CRM
Task Management
Lead Management
+ 3 more
Pricing
Free Trial available, Try Now
Starts from $89.10/Month when Billed Yearly
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Product Description
SIBRO, a one-stop Insurance Broking Software, provides seamless policy management across its robust platform. With advanced tools to organise and monitor every stage of the policy cycle – from RFQs & comparison through to delivery, reconciliation and claims – SIBRO keeps you in control, staying ...
Read moreCommon Features
Contact Management
Document Management
Unique Features
Reports
Claims Management
Invoice Payment
+ 1 more
Pricing
Starts from $6,675
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Product Description
BenefitNet streamlines the administration of insurance policy benefits schemes, making it easy to track the rate, premium, and performance of medical, life, and other insurances. BenefitNet eliminates the need for time consuming spreadsheets, and offers users the ability to upload receipts and ...
Read moreCommon Features
No common features
Unique Features
Customization
Self Service Portal
Analytics
+ 1 more
Pricing
BenefitNet offers custom pricing plan
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Product Description
Ease enables insurance brokers to provide superior service to their SMB clients through its user-friendly technology. Ease helps set up and manage benefits, onboarding new hires, maintain compliance, and offer employees a single destination for all their HR information. Ease allows businesses ...
Read moreCommon Features
No common features
Unique Features
Benefits Management
Onboarding
Reporting
+ 4 more
Pricing
Starts from $530/month
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Product Description
Gen4 Systems' Broker and General Agency Management System is custom-built for insurance brokers, with all the fields and processes needed to increase success. Track sales progress with Pipelines that divide by stage, closure, and renewal, and automate staff job assignments with the automated ...
Read moreCommon Features
Commission Management
Contact Management
Document Management
Unique Features
Enrollment Management
Claims Management
Pricing
Gen4 Agency Management offers custom pricing plan
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Product Description
AgencyBloc is a comprehensive agency management system designed to support and grow life and health insurance business. By enabling meaningful communication with clients and prospects, targeted campaigns and real-time data analysis, AgencyBloc provides an effective way to make important ...
Read moreCommon Features
Contact Management
Document Management
Commission Management
Unique Features
Marketing Automation
Reporting
Dashboard
Pricing
Free Trial available
AgencyBloc offers custom pricing plan
Researched by Rajat Gupta