Integration with Salesforce
or existing CRM Coming Soon!
Agents Ally is a powerful productivity tool created specifically for insurance agents. Using industry leading capabilities like SMPs, integrated Calling Sessions and List Imports, Agents Ally adds new incredible features and increases automation to fully optimize your marketing and sales operations.
A key metric dashboard allows you to view the most important information up front and provides quick links to take action.
Weights and ranks assign scoring to scheduled tasks ensuring the best opportunity is always next in line for action.
Streamline execution of call tasks and campaigns allowing more time for deeper conversations and relationship building.
Create customized, real-time and responsive marketing experiences that automatically adapt to each customer’s needs and preferences.
Stay connected and productive while away from the office.
Sequential Marketing Programs deliver targeted, multi-channel messages in specific order over a designated period.
*Additional fees may apply.