AgentMethods

AgentMethods

4.0 out of 5 stars
AgentMethods InsuredMine

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AgentMethods:

About

All-in-One Website Marketing Platform for Insurance Agents. Your new and beautifully designed insurance website, online in minutes. Beautiful websites designed to sell insurance. Use AgentMethods Insurance Email Campaigns to generate new insurance leads, increase referrals, or cross-sell products to your current customers. Agents can create insurance email campaigns easily with our platform. Choose from our library of carefully crafted campaigns, which are all ready to go with images and copy. Then schedule your email delivery.
InsuredMine:

About

Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven Quotes
AgentMethods:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
InsuredMine:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported
AgentMethods:

Audience

Insurance agents
InsuredMine:

Audience

Insurance Agents
AgentMethods:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
InsuredMine:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
AgentMethods:

API

Offers API Not Supported
InsuredMine:

API

Offers API Supported
AgentMethods:

Screenshots and Videos

InsuredMine:

Screenshots and Videos

AgentMethods:

Pricing

$149.00/month/user
Free Version Not Supported
Free Trial Not Supported
InsuredMine:

Pricing

$69per user per month
Free Version Supported
Free Trial Supported
AgentMethods:

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.0 / 5
support 4.0 / 5
InsuredMine:

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
AgentMethods:

Pros & Cons from Real Users

Pros

  • I have been a client of Agent Methods for over 5 years and have been extremely pleased in every aspect. It can be daunting selecting a partner to assist with website design, email marketing and appointment scheduling software.They have exceeded all expectations. They are truly a partner that has helped me grow my business year after year. If you are considering them, don't hesitate. Pull the trigger.
  • The website designs offered by AgentMethods are beautiful and functional - so many nice layouts and color schemes to choose from and the drag-and-drop makes it easy for even the rookie to design their website with ease! Content available is all CMS compliant for the Medicare products and pages. Easy access to bi-monthly email blasts.
  • I love their email marketing system and their support team is awesome! The platform is really easy to use.
  • Agent Methods was great until a new management team came in and they became corporate monsters with no compassion for small business owners.

Cons

  • I can't identify anything about this company or their products that I would consider negative.
  • Rarely can I speak with tech support on the phone, but email response to requests is prompt and friendly.
  • There isn't much to complain about. They've been helpful and responsive.
  • See below.
AgentMethods:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
InsuredMine:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
AgentMethods:

Company Information

AgentMethods
Founded: 2008
United States
www.agentmethods.com
InsuredMine:

Company Information

InsuredMine
Founded: 2017
United States
www.insuredmine.com
AgentMethods:

Alternatives

InsuredMine:

Alternatives

AgentMethods:
BluInsurance

BluInsurance

BluRoot
InsuredMine:
AgentMethods:
InsuraCRM

InsuraCRM

Damco Solutions
4.1 out of 5 stars
InsuredMine:
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
4.7 out of 5 stars
AgentMethods:
InsuredMine:
Verity

Verity

VRC Insurance Systems
AgentMethods:
InsuredMine:
Surefyre

Surefyre

Vertafore
AgentMethods:

Categories

InsuredMine:

Categories

AgentMethods:

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Not Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Not Supported
Property & Casualty Supported
Quote Management Not Supported
InsuredMine:

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Supported
Dynamic Content Not Supported
Event Triggered Email Not Supported
Image Library Not Supported
Landing Pages/Web Forms Not Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Insurance Agency Management Features

Claims Management Supported
Commission Management Not Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Commercial Insurance Features

Billing & Invoicing Not Supported
Broker / Agent Portal Supported
Claims Management Not Supported
Commission Management Not Supported
Customer Portal Supported
Document Management Supported
Insurance Rating Not Supported
Policy Management Supported
Quote Management Not Supported
Reinsurance Administration Not Supported
Risk Assessment Not Supported
Underwriting Management Not Supported

Content Marketing Features

Audience Targeting Supported
Brand Management Supported
Campaign Management Supported
Categorization / Grouping Supported
Conversion Tracking Supported
Distribution Management Supported
Editorial Calendar Not Supported
Multi-Channel Publishing Not Supported
Publish Scheduling Not Supported
SEO Management Not Supported
Social Media Management Not Supported
Video Management Not Supported

Customer Engagement Features

Analytics Supported
Churn Management Supported
Communication Management Supported
Community Management Supported
Content Syndication Supported
Feedback Collection Supported
Gamification Supported
Live Chat Supported
Video Content Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Supported
Multi-Channel Collection Supported
Sentiment Analysis Supported
Survey Management Supported
Text Analysis Supported
Trend Analysis Supported

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Not Supported
Onboarding Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Supported

Insurance Policy Features

Cancellation Tracking Supported
Claims Tracking Supported
Policy Generation Not Supported
Policy Issuance Not Supported
Policy Processing Not Supported
Quotes / Estimates Supported
Rating Engine Not Supported
Reinstatement Tracking Not Supported
Reinsurance Administration Not Supported
Renewal Management Supported
Underwriting Management Not Supported

Insurance Underwriting and Rating Features

Broker / Agent Portal Supported
Carrier Upload Not Supported
Commercial Lines Not Supported
Comparative Insurance Rating Not Supported
Customer Portal Supported
For Casualty Insurance Supported
For Health / Medical Insurance Not Supported
For Life Insurance Supported
For Personal Insurance Supported
Multi-State Supported
Multiple Line Rating Not Supported

P&C Insurance Features

Billing & Invoicing Supported
Broker / Agent Portal Supported
Claims Management Supported
Commission Management Supported
Customer Portal Supported
Document Management Supported
Insurance Rating Not Supported
Marketing Automation Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Not Supported
Underwriting Management Not Supported
AgentMethods:

Integrations

AgencyBloc AMS+ Supported
Go Integrator Cara Not Supported
Nexsure Insurance Platform Not Supported
Nylas Not Supported
Radius Supported
RingCentral Automatic Call Recording Not Supported
Sonant Not Supported
Twilio Not Supported
InsuredMine:

Integrations

AgencyBloc AMS+ Not Supported
Go Integrator Cara Supported
Nexsure Insurance Platform Supported
Nylas Supported
Radius Not Supported
RingCentral Automatic Call Recording Supported
Sonant Supported
Twilio Supported
AgentMethods:
Claim AgentMethods and update features and information
Claim AgentMethods and update features and information
InsuredMine:
Claim InsuredMine and update features and information
Claim InsuredMine and update features and information