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About

Gradient AI is a leading provider of proven artificial intelligence solutions for the insurance industry. Our solutions improve loss ratios and profitability by predicting underwriting and claim risks with greater accuracy, as well as reducing quote turnaround times and claim expenses through intelligent automation. AI solutions for the insurance industry built on key differentiators that enable your organization to grow profitably. Look through the lens of Gradient AI to see a new picture of risk and probability, a picture that grows sharper the more it learns. A more complete and in-depth picture of risk providing enhanced underwriting capabilities. Price policies more accurately and with deeper insights, to compete more effectively and win more business while improving loss ratios. Accelerate expansion into a new geography, new line of business, or a new industry sector, leveraging data to gain a deeper understanding of risk in new markets.

About

If the closing ratio is 40% to get a $1M in revenue, their sales team must build a pipeline of deals worth $2.5M using this formula. UPilot automatically calculates the closing ratios of your team and each one of your sales staff. When they use CRM as a tool to predict and control the future, we see them anticipate revenues, invest in advance, hire with confidence, and grow predictably. When every user can decide what they can share and with whom, as a manager, you will never get the closing ratios and forecasts correctly and hence create predictable growth. Starting with a CRM that gives you top-down role-based access ensures that you will not get stuck or end up paying a lot once you figure out how to grow. Most CRMs either do not have this feature or bury them in their highest-priced Enterprise editions. So once you figure out how to grow, you have to either switch completely to new complex solutions or upgrade to the highest-priced plans.

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 Not Supported
Chromebook Not Supported

Audience

Companies in the insurance industry interested in a solution to improve loss ratios and profitability

Audience

Organizations in need of a powerful CRM solution

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 Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$29 per user per month
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Gradient AI
United States
www.gradientai.com

Company Information

UPilot
Founded: 2016
United States
upilot.com

Alternatives

Alternatives

AgencyBuzz

AgencyBuzz

Zywave
Lambda

Lambda

Lambda Finance
AMZ Navigator

AMZ Navigator

eStoreMedia

Categories

Categories

CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Integrations

ActiveCampaign Not Supported
Asana Not Supported
Basecamp Not Supported
Brevo Not Supported
Drip Not Supported
Google Docs Not Supported
Google Drive Not Supported
Jira Not Supported
Jira Work Management Not Supported
LinkedIn Not Supported
Mailchimp Not Supported
Microsoft 365 Not Supported
Process Street Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Slack Not Supported
Trello Not Supported
Xero Not Supported
Zapier Not Supported
Zoom Not Supported

Integrations

ActiveCampaign Supported
Asana Supported
Basecamp Supported
Brevo Supported
Drip Supported
Google Docs Supported
Google Drive Supported
Jira Supported
Jira Work Management Supported
LinkedIn Supported
Mailchimp Supported
Microsoft 365 Supported
Process Street Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Slack Supported
Trello Supported
Xero Supported
Zapier Supported
Zoom Supported
Claim Gradient AI and update features and information
Claim Gradient AI and update features and information
Claim UPilot and update features and information
Claim UPilot and update features and information