Over 150,000 insurance and financial advisors trust our continuous engagement software to connect with their audience.
Push and pull sales opportunities
Opportunities become engagements
Strategic action using data
Designed for Insurance
Agents Ally empowers producers to continuously engage with their customers and prospects with relevant, timely marketing communication.
Most broad-based customer relationship management tools (CRMs) are designed to help businesses build and manage a customer record and set up reminders or manage that file. But they do little to improve the quality and increase the frequency of interaction with the customer. Are these tools helping your agency producers truly connect in their market with their customers, building relationships as trusted advisors? Most CRM applications can’t adapt to the high velocity of interactions needed to be successful in insurance.
Imprezzio’s Agents Ally is different. Imprezzio understands the insurance industry’s need to contact hundreds of customers and prospects weekly, in some cases daily. This can be an overwhelming task for producers who are managing a growing book of business.
Effective continuous engagement requires several overlapping strategies and technologies to develop the producers role as a trusted advisor. This cohesive marketing results in increased cross-sell opportunities, increased customer retention and growth through acquisition.
Automation and Lead Generation
Create and deliver customer journeys that grow revenue.
Agents Ally provides a comprehensive lead marketplace, allowing you to create and deliver goal-driven sales opportunities to your agency field force. In-book cross-sell, internet leads and third party leads provide a steady stream of optimized opportunities to fill your agents’ sales funnel. The core services of Agents Ally drive automated marketing programs and utilize dynamic workflows. This initiates activity that builds the foundation for your producers to become trusted advisors for their clients.
Protect your corporate brand standard using the comprehensive media asset library and empower agents to market using a blend of direct mail, email and text messaging, customized for their audience.
Activities and Goals
Optimize sales activity that visibly aligns to goals and business objectives.
Starting with a goal-oriented dashboard, producers understand exactly how they are performing to goals and expectations. This includes visibility to call and quote volume, performance within product line sales and gamification opportunities to inspire friendly, productive competition. With visibility of their goals, producers have a funnel of activities based on opportunities generated from Agents Ally. This directs producers to take action on the best opportunities, driving the likelihood of quotes and closes, helping them realize aligned goals.
Unlike other CRM applications, Agents Ally leverages automation to schedule the next best marketing action for the producer to engage customers and prospects.
Analytics and Artificial Intelligence
Agents Ally Insights provides key analytics for optimizing decision making.
Our organizational hierarchy provides roll up/drill down visibility, synchronizing business strategic initiatives throughout the organization. Reporting of real time performance and outcomes in the organization from Enterprise to Region to District to Agency shows what initiatives are working and where to adjust in order to maximize opportunities.
Agents Ally enables continuous improvement by providing insight on the most productive business activities.