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DataRaptor Is Insurance CRM Software for Sales & Marketing Automation

DataRaptor is customer relationship management (CRM) software that automates insurance sales and marketing. For agencies, brokers, and independent agents.

http://www.dataraptor.com/

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Pinney Insurance

Arsalan E

2266 L●●●●●●ge crt

Ros●●●lle , California, 95661

United States

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Pinney Insurance

Arsalan E

2266 L●●●●●●ge crt

Ros●●●lle , California, 95661

United States

1.91●●●●2800
ar●●●●●●@pinneyinsurance.com

View this contact

Pinney Insurance

Arsalan E

2266 L●●●●●●ge crt

Ros●●●lle , California, 95661

United States

1.91●●●●2800
ar●●●●●●@pinneyinsurance.com

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DataRaptor is customer relationship management (CRM) software that automates insurance sales and marketing. For agencies, brokers, and independent agents.
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DataRaptor Is Insurance CRM Software for Sales & Marketing Automation | dataraptor.com Reviews

https://dataraptor.com

DataRaptor is customer relationship management (CRM) software that automates insurance sales and marketing. For agencies, brokers, and independent agents.

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academy.insureio.com academy.insureio.com

XRAE

http://academy.insureio.com/knowledge-base/xrae

August 10, 2015. You can access the XRAE health screening tool through the “Quoting and Product Tools” link in the Resource Library. The tool is embedded in the Insureio application, so you don’t have to have a separate browser tab open to use it. To access it, click Resource Library. From your left-hand main menu. Click Quoting and Product Tools. As soon as you click into the XRAE tab, you can start filling in client data. Here’s how the basic navigation works:. If XRAE has enough data, it will bring up...

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Resource Library

http://academy.insureio.com/article-categories/resource-library

Advanced Planning Tools and Financial Calculators. Training and Professional Development. Underwriting Guides & Table Shave Programs. Adding a New Policy or Quote to an Existing Contact. The Insureio Lead Marketplace. If you need further help, don't hesitate to send a support request. To the Insureio support team.

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Quote Path: Discovery

http://academy.insureio.com/knowledge-base/discovery

July 30, 2015. In this section, you’ll guide the client through a series of four question patterns designed to help you provide a more accurate quote. Insureio will walk you through collecting the necessary information. Screen is Step 3 in the Application. If you selected the Referral. Here’s what this step of the quote path looks like:. How much coverage is the client seeking? How long do they want the insurance protection to last? Is this amount a guess, or was a financial calculator used? Let’s ...

academy.insureio.com academy.insureio.com

Advanced Planning Tools and Financial Calculators

http://academy.insureio.com/knowledge-base/advanced-planning

Advanced Planning Tools and Financial Calculators. Advanced Planning Tools and Financial Calculators. Advanced Planning Tools and Financial Calculators. August 10, 2015. Located in the Resource Library section, the “Advanced Planning Tools” tab provides you with information, marketing materials, and documents that can help you provide advanced planning solutions to clients interested in estate planning, business planning, charitable giving, and more. Advanced Planning Tools and Financial Calculators.

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New Quote

http://academy.insureio.com/article-categories/new-quote

Quote Path: Basic Information. Adding a New Policy or Quote to an Existing Contact. The Insureio Lead Marketplace. If you need further help, don't hesitate to send a support request. To the Insureio support team.

academy.insureio.com academy.insureio.com

Quoters

http://academy.insureio.com/knowledge-base/quoters

August 7, 2015. The Resource Library section includes a “Quoting and Products Tools” link. Here, you can access quoters for term life, universal life, final expense, and more. In this section, you’ll find links to Term, UL, Final Expense/Simplified Issue, as well as a link to product specifications. Final Expense / Simplified Issue. Term, UL, Whole Life Product Specifications. In this section you’ll find links to indexed, fixed, MYGD / CD, and SPIA quoting and comparison tools. Get a quote for fixed annu...

academy.insureio.com academy.insureio.com

Sales Tools

http://academy.insureio.com/article-categories/sales-tools

Advanced Planning Tools and Financial Calculators. Training and Professional Development. Adding a New Policy or Quote to an Existing Contact. The Insureio Lead Marketplace. If you need further help, don't hesitate to send a support request. To the Insureio support team.

academy.insureio.com academy.insureio.com

Special Functions

http://academy.insureio.com/article-categories/special-functions

Processing – APPS (AppRight). Processing – IGo. Adding a New Policy or Quote to an Existing Contact. The Insureio Lead Marketplace. If you need further help, don't hesitate to send a support request. To the Insureio support team.

academy.insureio.com academy.insureio.com

Click-to-Call

http://academy.insureio.com/knowledge-base/click-to-call

August 20, 2015. Insureio supports click-to-call dialing on web/VoIP-based phone systems. In our office, we use the 3CX phone system – click here for 3CX support and troubleshooting. This article will explain how to use any web/VoIP-based phone software to make calls within Insureio. Jump to a section:. My computer already knows which program to use. How do I make calls in Insureio? What if my computer doesn’t know which program to use? Or what if I have multiple web/VoIP-based programs? A pop-up will ap...

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DataRapt

Providing insight to your business. Resolve imbalances between your SYSPRO modules and the General Ledger. Bull; Find out more. Bull; Watch video. Bull; Fact sheet. Bull; Free trial. Analyze transactions against GL accounts across a range of periods. Bull; Find out more. Bull; Watch video. Bull; Fact sheet. Bull; Free trial. Prepay suppliers for goods or services before they are received and regardless of whether the supplier has provided an invoice. Bull; Find out more. Bull; Watch video.

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DataRaptor Is Insurance CRM Software for Sales & Marketing Automation

Unleash the power of automation to streamline insurance marketing and lead management. Learn More about dataraptor. Your browser does not support the video tag. A Better Way to Sell Insurance. Let's grow your business. To grow your business. Top producers don’t have more hours in the day than you do they’ve just figured out a better way to use them. DataRaptor gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Dashboard overview of l...

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