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