Use Insureio’s status rules to create automatic opportunities for up-sell, cross-sell, and referrals – and let them run in the background of every completed sale.
Build your workflow with custom status types and rules that trigger automated e-mails, call reminders, and more to help prospects through the buyer’s journey.
Your dashboard displays lead opportunities for you and your team. See a client’s name, time zone, status, follow-up required, and assigned team member.
Set up routing rules that automatically assign leads to you or a team member based on brand, referrer, or source. A great tool for agencies or multi-brand producers.
Managing leads from multiple sources, each with its own brand? Insureio can sort leads by brand, as well as by referrer or source within a brand.