Leadsurance leverages automation and artificial intelligence to better serve policyholders and insurance consumers shopping quotes on insurance agency websites while saving time for insurance agents. Insurance agents can manage their entire web presence including their website, blog, all their social media, new leads, and current policyholders all using only their mobile phone. In fact, once our customers setup Leadsurance, they never have to log in again. Leadsurance will update and monitor their website 24/7 and send alerts anytime they need to serve a policyholder or write a new policy.
AtmosAI CRM gives you all of the tools needed to store leads, communicate and market to potential clients and track those clients through the entire sales process, from new lead to paying client and everything in between.
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Thus far, we've had a great experience with this CRM. It's as easy to customize as they say it is, and it meets our needs and more. In addition to management of leads and contacts, you can also manage your clients and send invoices, quotes and estimates to those clients.
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