Profida

Profida

Computer Science Software
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+

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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.

About

PROFIDA® is our flagship software solution aimed at all sectors of the Financial Services and Insurance Industry. For you as an insurer, underwriter, broker or adviser this means specialized functionality and support to achieve high-sophisticated practice management and high-level client service. For our clients with bigger and different operating interests, this means achieving efficiency with high-volume business, cross-selling opportunities, and a holistic managerial overview of all business units. PROFIDA® offers ubiquitous access to your data via an ordinary browser interface from wherever you are. You can use your desktop computer, laptop, iPad, iPhone and Android devices. We support Windows, Apple Mac and Linux. It is the first software platform which is used in both, the life and non-life sector. Thus, making PROFIDA® the ideal software suite for any firm marketing composite financial services products.

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

Platforms Supported

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

Audience

Insurance agents

Audience

Financial institutions and banks searching for a solution to manage their internal and customer operations

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$1000 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

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

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.

Training

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

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

AgentMethods
Founded: 2008
United States
www.agentmethods.com

Company Information

Computer Science Software
Founded: 1998
South Africa
www.profida.co.za

Alternatives

Alternatives

BluInsurance

BluInsurance

BluRoot
IMPACT Insure

IMPACT Insure

RiskFree
InsuraCRM

InsuraCRM

Damco Solutions
i-underwrite

i-underwrite

Intelligent Life Technologies Limited
SohamLife

SohamLife

Dream Tekis Software

Categories

Categories

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

Insurance Agency Management Features

Claims Management Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Integrations

AgencyBloc AMS+ Supported
Radius Supported

Integrations

AgencyBloc AMS+ Not Supported
Radius Not Supported
Claim AgentMethods and update features and information
Claim AgentMethods and update features and information
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Claim Profida and update features and information