Expiro

Expiro

Elixon LTD
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About

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

About

Expiro is contract renewal tracking for agencies, freelancers and small teams. Most contract tools watch the end date. That is the wrong date. A contract ending in 28 days with a 30 day notice period has already renewed itself, and the deadline that decided it passed two days ago. Expiro tracks both dates and warns you before the one that matters. Automatic alerts at 90, 60, 30 and 7 days before the deadline, by email, SMS or into Slack, Microsoft Teams, Discord, Google Chat, Mattermost, Telegram, Pushover, ntfy or your own webhook. A renewal pipeline so a contract moves from upcoming through contacted and negotiating to renewed or lost. Notes, comments and @mentions on a shared timeline. Custom fields, contract templates and CSV import from the spreadsheet you keep now. Calendar feed, CSV and JSON export, and a token-authenticated REST API. Two-factor authentication, an audit log and team roles. Setup takes about ten minutes. 90-day free trial, no credit card.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses, brands and companies interested in a customer relationship management solution to improve their services

Audience

Agencies, freelancers, consultants and small in-house teams managing client contracts, typically 5 to 200 active contracts and 1 to 20 people.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version
Free Trial

Pricing

$19/month
Three plans, billed monthly or annually; annual works out at two months free.

Every plan includes all eleven notification channels - email, browser push, Slack, Microsoft Teams, Discord, Telegram, Google Chat, Mattermost, Pushover, ntfy and your own webhook - plus the REST API, exports, templates, custom fields and team roles. SMS is extra: 100 a month on Growth, 500 on Agency.

Starter $19/month, up to 20 contracts and one user. Growth $39/month, unlimited contracts and three users. Agency $79/month, unlimited contracts and unlimited users.

Plans differ by contracts, people, storage and SMS. 90-day free trial, no credit card.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

Elixon LTD
Founded: 2018
United Kingdom
expiro.io

Alternatives

Alternatives

iNube

iNube

iNube Software Solutions
BrokerEngage

BrokerEngage

Benefitalign
Complete Control 4.0

Complete Control 4.0

House of Control

Categories

Categories

Integrations

Discord
Evergreen
Google Chat
Mattermost
Microsoft Teams
Pushover
Slack
Telegram

Integrations

Discord
Evergreen
Google Chat
Mattermost
Microsoft Teams
Pushover
Slack
Telegram
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