CRM for Insurance Leads

A CRM for insurance agents, owners and brokers helps them increase insurance lead management productivity and maximize sales. Our insurance CRM software product is tailored for auto insurance, home insurance, rental insurance, health insurance, life insurance, and commercial insurance producers with a full set of capabilities that will increase their conversion rates. Lead capture with a full integration to over 1,400 lead providers, scoring leads, automated lead distribution to available and qualified producers, producer prioritization ensuring new and older leads tracked with X-Dates are followed up with according to an optimal contact strategy. CRM Integration with leading providers of agency management systems, call center technologies, and quoting engines provide greater efficiency gains, helping agents to quote faster to further accelerate conversion rates. Velocify focuses on the selling aspect of a CRM, providing much deeper selling functionality, for high-velocity sales environments, than what CRM offer. Intelligence comes from the performance insights, algorithms, and unique features built-in to the system that drive a “smart,” optimized, and systematic approach to selling.

Write More Insurance Lead Policies

Velocify powers nearly 4,000 insurance agents, owners and brokers helping them increase productivity and maximize sales. Velocify insurance lead management, CRM, and dialer products include a full set of capabilities that will increase their conversion rates. Velocify supports lead capture with a full integration to over 1,400 lead providers, lead scoring, automated lead distribution to available and qualified producers, producer prioritization ensuring new and older leads tracked with X-Dates are followed up with according to an optimal contact strategy. In addition, integration with leading providers of insurance agency management systems, call center technologies, and quoting engines provide greater efficiency gains, helping agents to quote faster to further accelerate conversion rates. Velocify focuses on the selling a CRM for, providing much deeper selling functionality, for high-velocity sales environments, than what CRM’s offer.

Insurance Lead Management

Do need a lead management system for your insurance company? lead capture with a full integration to over 1,400 lead providers, lead scoring, automated lead distribution to available and qualified producers, producer prioritization ensuring new and older leads tracked with X-Dates are followed up with according to an optimal contact strategy. In addition, integration with leading providers of insurance agencies management systems, lead call centers, and lead quoting engines provide greater efficiency gains, helping agents to quote faster to further accelerate conversion rates of insurance leads. Transfer your insurance leads into a lead management software solutions. This will provide much deeper selling functionality than a CRM. We classify our solution as “intelligent sales automation” (sales automation is a subset of CRM) because of our singular focus on intelligent selling, mainly for the purposes of customer acquisition.

Insurance

Velocify Insurance

Insurance Lead Management System Spurs Sales

Velocify powers more than 600 insurance agents, owners and brokers helping them increase productivity and maximize sales. Velocify LeadManager™ and Velocify Dial-IQ™ products are tailored for auto, home, rental, health, life, and commercial insurance providers. In addition, integrates with leading providers of agency management systems, call center technologies, and quoting engines provide greater efficiency gains, helping agents to quote faster to further accelerate conversion rates.

Insurance Lead Management that Lets You Respond to Inquiries Faster Than Ever

Velocify LeadManager
An effective insurance lead management system can make or break a modern insurance company. Velocify understands the host of challenges facing insurance companies. Today’s consumers often initiate purchases online, getting quotes from multiple insurance carriers at once, and making decisions quickly. Streamlining insurance lead management makes for faster response times and higher sales volume.

Velocify’s insurance lead management system helps 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. State-of-the-art insurance lead management prompts agents to call prioritized leads, and remind them 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

Platform

Platform =
Mobile + Flexible + Secure

The Velocify cloud-based platform ensures your sales team is always connected, other systems are seamlessly integrated , and data is secure.

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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.

Pricing & Editions

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.

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