Insureio
Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.
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ArcTitan
ArcTitan is an email archiving and email data protection (EDP) solution allowing users to securely archive emails and simply retrieve them. ArcTitan is compliant, fast, secure, and M365 friendly.
You can Save up to 75% of email storage space and costs with lightning fast search and retrieval. Significantly enhances Microsoft 365 email Search and Storage functionality with cost and time savings.
With ArcTitan, our Cloud-Based Archiving Solution, users can fully offload their email storage requirements to the cloud. Email Archiving provides businesses with unlimited archiving of both inbound and outbound mail, as well as attachments, folders, calendar entries and contacts.
The main features of our business email archiving solution include lightning fast search and retrieval, ultimate scalability, and full compliance with GDPR, eDiscovery, Sarbanes–Oxley, HIPPA, and other legislation for e-discovery, retention and audit.
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VARstreet CRM
VARStreet CRM helps you keep track of all the quotes that went out of your company. Your salespeople can work on opportunities, add notes, and activities, create To Do’s run follow-ups, etc. This provides them tremendous control over the entire process. They will be able to get better insights into the quotations and orders. Also shopping carts that were abandoned can be followed up better because of increased analytics in the CRM. A complete overview helps them do their job better which in turns helps in an increase in sales.
VARStreet CRM is an extension of our quoting and eCommerce modules. All the quotations create Opportunities in the CRM for salespeople. Similarly, all the abandoned carts are also available in the CRM for follow-ups and further actions
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SalesUp! CRM
SalesUp! is a CRM designed by commercial experts for the Spanish-speaking market. It is the sales management system that helps you increase the income of your company and the productivity of your salespeople. From the follow-up that your sales force gives to each of your prospects, you generate more business opportunities that become new sales for your company. The tools of the system facilitate the activities that impact the executive's work. Through the agenda, the configuration of the mail, templates and automatic communications, save time and that translates into effectiveness. Empower your management skills by standardizing the phases of your business process and make a positive and professional impression on your prospects and clients.
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