Designed For Insurance

Agent Ally Dahsboard

Productivity Reimagined

AgentsAlly is a powerful productivity tool created specifically for insurance agents. Using industry leading capabilities like SMPs, Calling Campaigns and List imports, AgentsAlly adds new incredible features and increases automation to fully optimize your marketing and sales operations.

Architected with insurance agency best practices at the forefront, AgentsAlly was designed to be intuitive, focused and easily adopted. Agents have everything they need to connect with existing customer contacts, identify critical tasks, and market new opportunities all at the pace their business requires.

Adapt AgentsAlly to fit your well engrained processes or to jumpstart your new strategies. Defining repeatable and scalable marketing systems is key to running an optimized operation.

What you Get

SMP

Sequential Marketing Programs are built to deliver specific messaging in a specific order over a designated period, automatically.

Advanced Workflows

Offer customized, real-time responsive, marketing campaigns to create better experiences for your customers and your agency.

High-Value Tasks

Scores, weights, and ranks are applied to each task so you can apply your focus on the best growth activities.

Calling Sessions

New integrated calling sessions provide more execution on income-producing activities.

Advanced List Loader

Spend your valuable agency time connecting with customers instead of cleaning data files. With Easy List Loader, it is all done for you.

Dashboard

A key metric dashboard allows you to view the most important information up front and provides quick links to take action.

Imprezzio has over a decade of technology experience and industry knowledge that led to this powerful productivity tool for Insurance agents.

Focused Performance

  • Focus on revenue-generating activities
  • Know your top prospects and opportunities
  • Leverage automation for manual processes
  • Execute the next best actions
  • Track goals and performance
  • Manage performance with Agency metrics
  • Expanded workspace with mobile
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