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Description
With automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business.
Description
ProspectConverter is an innovative online software solution designed for intelligent lead routing and automation, empowering users to determine the destination of leads while providing insight into follow-up processes and conversion rates. This tool is ideal for brokers and teams looking to maximize their investments in leads rather than waste money on ineffective strategies. The foundation of profitability lies in converting a higher percentage of opportunities into revenue, as increasing your lead conversion rates is often more cost-effective than simply boosting the number of leads. Allowing leads to languish unanswered in an inbox translates to lost revenue opportunities. With three distinct service tiers and optional integrations for lead routing modules, ProspectConverter caters to the diverse needs of agents, teams, and brokers, from beginners to experienced CRM enthusiasts. Furthermore, this adaptable system ensures that you will never outgrow its capabilities. When clients entrust you with the relocation of their employees or referrals, you assume a significant responsibility beyond just managing another prospect; you are dedicated to fulfilling the expectations of a corporate client or a referring broker partner, emphasizing the importance of maintaining trust and delivering results.
API Access
Has API
API Access
Has API
Integrations
Applied Epic
HawkSoft
NowCerts
QQCatalyst
Vertafore AMS360
Pricing Details
$120 per month
Free Trial
Free Version
Pricing Details
$169.00/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Pathway
Founded
2016
Country
Canada
Website
www.pathwayport.com
Vendor Details
Company Name
ProspectConverter
Country
United States
Website
prospectconverter.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking