Wer nutzt diese Software?

Insurance agents and agencies looking to increase their efficiency through the use of a comprehensive agency management system.

Durchschnittliche Bewertung

5 Bewertungen
  • Gesamt 4 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4 / 5
  • Funktionen 3.5 / 5
  • Preis-Leistungs-Verhältnis 3.5 / 5

Produktdetails

  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Intruity
  • http://www.agencyintel.com/
  • Gegründet 2008

Über AgencyIntel

AgencyIntel was created by agency owners for agency owners. Our unique product is designed to manage all aspects of your business. Our system offers the ability to track policies, manage commissions, agents and documents with easy to use reports and custom analysis is of paramount importance to every well structured business.

One of the most important features with AgencyIntel is personal customizations. Give us your ideas and let us make them a reality.

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AgencyIntel Funktionen

  • Angebotsmanagement
  • Dokumentenmanagement
  • Insurance Policy Management
  • Kontaktmanagement
  • Leben & Gesundheit
  • Provisionsmanagement
  • Reklamationsabwicklung
  • Schaden- und Unfallversicherung
  • Versicherungseinstufung

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Die hilfreichsten Reviews für AgencyIntel

Agency Intel has extensive contribution towards person sales goals and achievement

Bewertet am 2.3.2018
Natalie C.
Independent Insurance Broker
Versicherung, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis

Vorteile: High functioning features allowing for simplicity and accessibility from any location. Customer services is attentive and efficient

Comprehensive product that delivers what you need intuitively

Bewertet am 30.8.2017
Brad W.
CIO
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Everything you need is on one program.

Vorteile: This software was designed for the end user in mind. No learning curve if you have a basic understanding of SAS systems.

Nachteile: Feedback from the Customer Support could have been faster and more complete. They need to provide a little more assistance in that area but not really needed with this package.

Fast, and comprehensive software that puts everything at your fingertips.

Bewertet am 4.5.2016
Harly S.
Independent Insurance Agent
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: Pros. The lead system has the ability to import leads from several different sources and keeps them all cycling through with an autodialer system. I have seen other agency software products and so far nothing compares to AgencyIntel. One of my favorite features besides the autodialing lead system, would be the reports function. The ability to generate simple to complex reports about your business and its performance in an instant is a priceless feature. Another great feature is that if you have a suggestion about something that may improve the software or end user experience, the developers and customer service staff will gladly take those suggestions to the development team for feedback. Not every system is perfect and AgencyIntel is always improving and evolving as the insurance industry does. Cons. None, any suggestions or improvements are accepted with open arms or are already being worked on.

Antwort des Softwareanbieters

von Intruity an 4.5.2016

We appreciate the kind words and loyal customers like Sushil Enterprises Inc. Thank you for your years of business and we look forward to a continued relationship as the software evolves.

Best of Both Worlds

Bewertet am 4.10.2012
Joe C.
C.O.O
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: I have used many different CRM's across my career. This one takes some of the best parts from different ones, and blends them together in an easy to use package. To my knowledge, there isn't a better way to manage your leads, clients and commissions in one system!

Vorteile: The ease of use for the end user is incredible. An agent can be taught the lead system in 30 minutes to an hour. The commission program is very comprehensive. Tech support is generally quick to respond.

Nachteile: Would like to see a new lead notification.

Awful company to work with!

Bewertet am 31.7.2017
Amy M.
President
Versicherung, Selbstständig
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
1/5
Gesamt
1 / 5
Benutzerfreundlichkeit
1 / 5
Eigenschaften & Funktionalitäten
1 / 5
Kundenbetreuung
1 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: aggravation dealing with this company. They do not call you back and the employees play games!

Nachteile: It didn't fit my needs, It took 3 months for them to finally cancel my contract, which they kept charging my credit card. I have been trying to get my refund back, they keep playing games and no one will call me back. Very disappointed in this company, wouldn't recommend this company!

Lies weitere Bewertungen