New integration: ColeX-Dates & Velocify

Eliminate the noise in your prospecting efforts. With ColeX-Dates and Velocify, insurance agents have immediate access to unlimited prospects and a proven tool to accelerate inquiry-to-quote-to-close.

LEARN MORE WATCH WEBINAR
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Respond to Inquiries Faster Than Ever

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Insurance companies deal with a host of challenges driven by today’s consumers initiating purchases online, getting quotes from multiple insurance carriers at once, and making decisions quickly.

Velocify’s solutions help sales teams convert inbound leads from a wide variety of lead sources – with seamless integration to more than 1,400 real-time lead providers, marketing automation systems, web forms, inbound calls, and more. Front line insurance agents are prompted to call prioritized leads and reminded about appointments and call backs, assuring leads are never neglected. In addition, Velocify delivers fast and frequent email and text-based communication from agents to prospects automatically.

  • Be the first to respond to policy inquiries and connect agents with prospects immediately
  • Distribute the highest priority inquiries to the most qualified agents
  • Prioritize agents’ most important opportunities first
  • Automate email and text communication
  • Monitor agent results

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Access to World-Class Support

Velocify customers access a dedicated team of experts that provide sales team onboarding, live and on-demand web-based training, email, phone, and cloud-based portal support, and strategic consulting.

ABOUT VELOCIFY SERVICES

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Velocify Pricing Plans

Find the Right Velocify Edition for Your Business

Velocify offers a variety of editions, designed for the unique needs of just about any size business.

PRICING & EDITIONS

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