Audience
Independent insurance agents, insurance agencies and FMO networks in the United States, especially ACA, health and life insurance teams.
About CRMDAY One
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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Pricing
Starting Price:
$69/user/month
Pricing Details:
$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 Trial:
Free Trial available.
Company Information
CRMDAY
Founded: 2019
United States
crmday.net/one
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
