THE OPERATING SYSTEM FOR BUSINESSES
SOFTWARE EXCLUSIVELY FOR BUSINESSES
- EASY SETUP Your bots can virtually configure themselves or our support staff is happy to help as well.
- NEVER DOWN Cloud-based automation means that regardless of where you or your team is – you have automation with a simple internet connection.
- ROLE SPECIFIC Your bots know who is using the software and what they need to see – you can tailor their experience to their role.
- SECURE Your bots gather information and think on your behalf and gather data in the most secure ways possible – surpassing bank-level security.
- INTEGRATED All of your automation and software tools can be at the same login, the same place and use the same process – greatly simplifying life.
Insurancero Marketing Plan™
Develop a marketing plan that will give you and your team clarity and confidence to master customer acquisition.
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Insurancero Hosting™
Host any website or web-based platfrom with one easy-to-use platform. All of your servers and websites in one secure place.
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Insurancero Leads™ (Platinum)
Develop a marketing approach driven by big data that delivers in-segment leads to any location, anywhere you want.
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Insurancero Lite Leads™ (Platinum)
This massive dataset of over 300 million records helps you determine in-market and relevant leads across any segment.
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Insurancero Uniform CRM™ (Platinum)
Full scale and fully customizable CRM for marketing, sales, and customer support activity management.
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Insurancero Traffic CRM™ (Platinum)
Manage customers and your retail promotions. This retail-focused CRM will get foot traffic.
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Insurancero Activated Sites™ (Coming Soon)
Launch, activate, and manage all your socially-enabled websites and landing pages in one easy-to-use system.
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Insurancero Foot Tracker™ (Coming Soon)
Cellular sensors and IOT devices that track and monitor foot traffic in your retail stores or buildings.
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Insurancero CMO™ (Coming Soon)
Hire a chief marketing officer (CMO) for your organization and make an impact on sales today.
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Insurancero Promote™
Promote or advertise your business. Allow the world to see what your business has to offer.
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Insurancero Selling™
Sell your services on autopilot via our step-by-step sales process. Design a qualification, on-boarding, application, or process.
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Insurancero Sales Analytics™
Measure every business metric including all marketing activity in one place without having to upload or input any data.
Learn MoreInsurancero Purchase™ (Platinum)
Manage purchase requests and order fulfillment to and from businesses – increase response rates and communication about orders.
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Insurancero Focus™ (Coming Soon)
Stay on top of sales, marketing activities, and see instant reports on sales activity management.
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Insurancero Academy™
Learn business from the top experts in the industry in every area of business. Attend classes and test out on your own time.
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Insurancero Jobs™
This module will help you hire employees and manage the turnover at your business faster.
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Insurancero Hire™
Automate and securely store all employee-related documentation for better speed, less headache, and a higher level of compliance.
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Insurancero Learning™
Training so that you can map your training process for new employees in order to ensure your employees know how to run their own roles.
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Insurancero Chart™
This organizations and roles chart visualizes what responsibilities you and others in the organization have-now roles are clear to all.
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Insurancero H.R. Leads™ (Platinum)
This massive dataset of over 300 million records helps you find relevant hiring prospects for your recruiting needs.
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Nationwide benefits tailored to businesses in all states. Includes health, dental, vision, and other employee benefits.
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Insurancero Scheduling™ (Coming Soon)
Scheduling software that allows your staff and team to create and manage schedules and hours, and report on work hours.
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Insurancero Eval™ (Coming Soon)
Do employee evaluations and get reminded of when those evaluations are due on both the employer and employee side.
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Insurancero Messenger™ (Coming Soon)
Collaborate securely via mobile app messages with chosen groups privately with permissions for each group.
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Insurancero Custom Plan™
Develop a checklist or planning process and create a custom tool that will give you and your team clarity and confidence.
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Insurancero Vendors™
Find a recommended vendor to help your business fill a need to achieve success. Vendors are from every area of business.
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Insurancero Ideas™
Create a private forum for questions, support issues, customer service or otherwise across your business.
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Insurancero Drive™
Store your files so that all staff members and contractors can access the files needed to run all departments in your businesses.
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Insurancero Sensors™ (Platinum)
Cellular sensors and IOT devices that track and monitor any type of performance metric in your retail stores or buildings.
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Insurancero Logins™
Track and securely store all your logins to every software or online provider across the business.
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Insurancero Tasks™
Manage your “to-do lists” and tasks in this easy to use tool that helps you categorize tasks according to priority.
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Insurancero Units™
This information manager will help you keep track of each of your units and how to get in touch with them.
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Insurancero Security™ (Coming Soon)
Visualize all security threats in your business and mitigate cyber, physical, and administrative threats.
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Insurancero Comply™ (Coming Soon)
Stay on top of compliance related to your industry and relationships with easy uploads, alerts, and simple verification.
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Insurancero Royalty™
Track royalty payments and automate royalty approvals with transparent reporting from parent to each child.
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Insurancero Balance™ (Platinum)
No need to log in to each bank account separately, simplify your process and view them all on one platform.
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Insurancero Scoreboard™ (Platinum)
Your accounting analysis tool that rides on top of your accounting systems (QBO) to help you make the best decisions even easier.
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Insurancero Scorekeeper™ (Coming Soon)
Remove the manual work of bookkeeping and accounting and make your finances easy.
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Insurancero Payment™ (Coming Soon)
Make and take payments for royalties, tech fees, ad funds, and more via ACH.
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Insurancero Loans™ (Coming Soon)
A network of lenders who can fund your business- one simple application leads you to the right lender.
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Insurancero CFO™ (Coming Soon)
Hire a CFO today to improve your company overnight through next-level consulting and financial help.
Learn More“TOOLBOX is more than just a technology platform. It is an integrated system that includes implementation of the industry’s best practices, and today’s most advanced business growth strategies and resources.”
Rick Grossman Author of “The Franchise Bible, 8th edition”