Was ist OneLink?
OneLink CRM is designed for agency owners and individual brokers. Whether you’re looking to boost your production, manage your sales team, handle call campaigns or maximize lead conversions, OneLink has the tools you need to transform your business operations. Organize all of your lead/customer information, and manage multiple policies in a single system. Truly understand your customer and anticipate their needs for higher retention and customer satisfaction.
Wer verwendet OneLink?
OneLink is for Agency owners, insurance agents, or anyone looking to increase business efficiency with a comprehensive agency management system.
Wo kann OneLink bereitgestellt werden?
Cloud, SaaS, webbasiert
Über den Anbieter
- Intruity
- 2008 gegründet
- Telefon-Support
Erhältlich in diesen Ländern
Vereinigte Staaten
Sprachen
Englisch
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Über den Anbieter
- Intruity
- 2008 gegründet
- Telefon-Support
Erhältlich in diesen Ländern
Vereinigte Staaten
Sprachen
Englisch
OneLink – Videos und Bilder
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OneLink Funktionen
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Bewertungen über OneLink
Natalie
Agency Intel has extensive contribution towards person sales goals and achievement
Vorteile:
High functioning features allowing for simplicity and accessibility from any location. Customer services is attentive and efficient
Brad
Comprehensive product that delivers what you need intuitively
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.
AMy
Awful company to work with!
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!
Harly
Fast, and comprehensive software that puts everything at your fingertips.
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 von Intruity
vor 6 Jahren
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.
Joe
Best of Both Worlds
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.
