CRMDAY OneCRMDAY
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About
CRMDAY One is a cloud CRM and insurance operations platform for independent agents, agencies and FMOs. It brings client and household records, sales pipelines, policies, tasks, communication history and renewal workflows into one workspace. Agents can import HealthSherpa export files, preview updates and review conflicts, while embedded ACA quoting connects clients to Healthcare.gov plan comparisons. The platform supports Open Enrollment campaigns, workflow automation, reporting, agency networks and commission management. Its shared inbox brings together email, SMS, WhatsApp, voice and Instagram, with availability depending on configuration and third-party providers. Aria AI assists with insurance workflows, and an optional ChatGPT plugin lets authorized users work with CRM records and tasks in ChatGPT. CRMDAY One is aimed at U.S. insurance professionals serving health, ACA, Medicare and life insurance clients.
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About
JAVLN intelligent insurance software. Innovative technology to transform your business. The complete insurance solution. Policy Lifecycle. Powerful administrative hub including end to end full policy management, document and claims management. Automation. Automated personalized quotes, renewals, payment reminders with SMS/Email & CRM capabilities. Time Savings. Reduction in repetitive data entry, with allocated workflows and task management for increased productivity. Client Portal. Allow 24/7 online access for clients to their account, claims and policy information improving the customer experience. Real Time Data. Quality data insights, integrated insurance accounting and receipting. Quote Online. Provides clients and prospects the ability to quote, compare and buy insurance online 24/7. Multi Insurer. Multi-insurer quote and bind capabilities producing comparison documents for customer consideration. SaaS Solution. Cloud hosted software that can be accessed anytime
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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
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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
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Audience
Independent insurance agents, insurance agencies and FMO networks in the United States, especially ACA, health and life insurance teams.
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Audience
Medium sized businesses looking for innovative business software applications that empower better decisions
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationCRMDAY
Founded: 2019
United States
crmday.net/one
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Company InformationJAVLN
New Zealand
www.javln.com
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Categories |
Categories |
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Integrations
AWS Marketplace
Not Supported
ChatGPT
Supported
Facebook
Supported
Gmail
Supported
HealthSherpa
Supported
Instagram
Supported
WhatsApp
Supported
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Integrations
AWS Marketplace
Supported
ChatGPT
Not Supported
Facebook
Not Supported
Gmail
Not Supported
HealthSherpa
Not Supported
Instagram
Not Supported
WhatsApp
Not Supported
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