SaaS Insurance

Providing insurance companies with powerful and configurable options to grow their business.

Used by 3 of the top 5 Insurance companies nationwide, USADATA’s SaaS Insurance is a turn-key solution for an organization's agents or end users to order new leads, easily execute direct mail campaigns, and manage those leads. It supports both client and prospect campaigns, with live customer support available, and offers key benefits and features to improve customer acquisition and enhance customer retention.

Key Benefits & Features
   • Simple user experience using a wizard-like workflow
   • Configurable modules for multiple levels of users (i.e. Administrators, Corporate Marketing,      Regional Managers, Agents/End Users)
   • Secure authentication
   • Configurable databases and selection options
   • Territory management
   • Prior order and customer suppression
   • Mailer library of pre-approved mailers for personalization
   • Reporting and tracking
   • Education and customer support with USADATA’s Client Partner Group
   • Lead management using an integrated CRM-lite app
   • Upload and clean your (own) list options prior to mailing

USADATA’s SaaS Insurance includes sales lead ordering and can be configured with or without the direct mail and CRM-lite modules.