At InsureZone, we offer Sales & Admin Solutions that target 3 key areas of concern:
Sales Workflow Management
Sales workflow is crucial to the success of your business. Organize and manage each step with ease.
Agency Relationship Tools
Create strong relationships between agencies and build foundations for lasting rapport.
Back Office & Organization
Keep your back office organized and easy to access with filing systems, tracking, and scheduling.
Explore our Suite of
Sales & Admin Products:
Carrier Data
Manage all of your carrier product codes, usernames, passwords, contact information and state and line of business availability in one central location. Store and organize all of your carrier data in one place to give your business useful and reportable information. Having one convenient place to store all of your important information creates an organized, manageable solution for your insurance experience.
Explore our Suite of
Sales & Admin Products:
Fido
Fido, InsureZone’s sales workflow and enhanced client relationship management solution, provides flexibility to customize the sales and services of your operation. Start with the complete suite of tools or add products and services as you need them over time. From altering your web presence to accessing the back-office tools that will improve your organization’s efficiency, you can manage your entire operation with white labeled tools branded for your company’s look and feel. Fido allows you to customize work queues, have access to integrated real time rating, keep record of all communications, and track sales or issue policies connected to a carrier’s site. If there is one solution in the InsureZone product suite that takes your business to the next level, Fido can.
Explore our Suite of
Sales & Admin Products:
DropZone
This Outlook add-in gives you access to a one-stop storage platform. Drag-and-drop documents from your desktop or email to DropZone for permanent storage so that you can stay organized and keep important files or information in one convenient place.
Explore our Suite of
Sales & Admin Products:
Member One
Manage your sub-agent application and approval processes, licensing, E&O and agency communications with the Member One agency relationship toolset. Member One gives you a variety of tools and solutions in one convenient place in order to have a customized, fully automated experience that streamlines your operations.
Explore our Suite of
Sales & Admin Products:
Report Cast
With Report Cast, you can build custom reports retrievable 24/7 in the format of your choice. This tool simplifies reporting for sub-agents and producers. Whether you’re managing a call center, wholesale operation, brokerage, independent agency, or MGA, InsureZone has built the reports needed to effectively oversee and manage your entire operation. As an Agent, some of the reports available in Report Cast include Production, Commission, Renewals and Producer Invoice. As an Admin, some reports include Service Requests, Bind Requests, Membership Payments and Carrier Quote Errors. Report Cast allows more visibility into your business in order to identify areas of growth.