Month to month pricing.
Buy a full year and save up to 20%.
Capabilities by Subscription Type
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Outlook Add-in
For account managers, producers and CSR’s
From $199, per year
From $79, per month
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AMS Add-on
For agents & brokers
From $2,597, per year
From $99, per month
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Carrier
For field reps and corporate marketing
From $2,999, per year
From $99, per month
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Use from within MS Outlook No need to access different tools. ValChoice content fully accessible from Microsoft Outlook. |
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Unlimited ValChoice Ratings Unlimited ValChoice ratings for customers and prospects enables you to win and keep more customers than was previously possible. |
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Numerous Applications Win more business, win business at a higher price, reduce re-marketing, consolidate business with specific carriers, etc. Everything we do automatically – shown below – can be done manually too. It just takes time for a person to do it manually. |
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ROI measured in days or weeks Retaining – or gaining – two customers covers the tools cost for a year. This translates to a positive RoI in the first few days or weeks of using ValChoice tools. |
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Get Found on the Web Get a beautifully designed webpage professionally representing you and your agency. This high profile web page appears in local listings, getting you found in more places on the web. |
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Real-Time, High-Quality, Exclusive Leads Receive real-time leads from insurance shoppers, while they’re shopping. |
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Automated Lead Generation & Distribution Generate leads via the web or social media. |
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Both Manual and Automated Usage Data shows ValChoice automations often perform better than humans. That means you can significantly increase company performance and profitability with a low, fixed cost. . |
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Book Roll/Book Consolidation - Automated What’s your sales challenge? Carriers don’t want monoline business? Carriers exiting market? Or, they only want certain customers? Maybe you’d like to do some book optimization. Set this automation up in minutes. Boom, problem solved. |
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Broadcast Messages - Automated Do you need real-time communication with a broad set of policyholders. This automation provides templates for common messages and lets you contact policyholders en masse, or targeted. |
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Cross Selling - Automated With the insurance market in turmoil, placing new business is tough. This is a good time to focus on expanding the book of business with cross selling. Simplify the process with automation. You will love the results. |
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Coverage Upsell - Automated Has inflation looted the coverage of your clients? We identify which clients and which coverages in seconds. Then we automate the sales process and assign the task of closing to the right person, when the policyholder is ready. |
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Customer Referrals - Automated Use this automated system to get the best referrals from your best clients. |
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Happy Birthday - Automated Never miss this – or any other important date – for your clients again. Up your game by demonstrating how much you care. |
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New Customer Welcome - Automated Every new customer needs to know the same things. That’s a process made for automation. Five minutes (or less) to setup and you never need to touch this process again. |
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Policy Change - Automated Insurance is going through a Wild, Wild West phase. With deductibles changing – clearly documented in the back of the renewal package – what should an agent do? We make this really simple. Importantly, we also make this an opportunity to shine with your policyholders. Yep, five minutes to setup and you’re done. |
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Prospect Nurturing - Automated Not only do we automate the process, we win more business and take the focus off price based on incorporating ValChoice analytics. Agencies not using this are leaving money on the table. |
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Renewals/Stop Re-Marketing - Automated Independent agents can reduce re-marketing by 80% while increasing customer satisfaction and retention. This leads to significant increases in profitability. |
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Start of Seasons - Automated Do you have seasonal messages or tips for protecting assets and loved one’s you want to share with policyholders? Automate it. |
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Win Back - Automated Sometimes customers get away. That doesn’t mean they won’t come back. In fact, it’s probably easier to get a previous customer back than to win a new one. Let us handle the win back for you. |
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Co-op Advertising with Core Carriers Automated sharing of ads enables carriers and agents to easily run co-branded ads. |
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Display ValChoice Ratings on Your Website Connect to the ValChoice data base to display your companies ValChoice rating on your website. This enables prospective customers to run live comparisons of their insurance to what you offer. |
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Social Media Content Use social media to attract new customers by posting the ValChoice comparison tool to your companies social media account and/or your producers personal social media accounts. |
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ValChoice Prospect Network Access Tools users can access the ValChoice prospect network of active shoppers with marketing campaigns. |
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98% Carrier Retention, Automated This is a major profit enhancer. ValChoice is delivering this – fully automated. Don’t say “it can’t be done.” Try it. You’ll like it. |
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Define How You Grow Your Business What’s your ideal customer? Where do they live, what’s the value of their house, what type of cars do they drive, who are their friends, etc? Define what you want and we enable you to find those prospects and win them as customers. |
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Simplify Agency Plant Management It used to take months – or longer – to redirect an agency plant. No more. Even the most difficult changes can be implemented, and in effect, in minutes. Sure, this sounds impossible. Try it out and you’ll never go back to the way agency plants used to be managed. |
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Automatic Lead Distribution to Agency Plant Leads generated from the ValChoice Comparison Tool placed on your web properties are automatically distributed to you agency plant. |
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Co-advertise with Agency/Broker Partners Build a digital ad and push to agents. Agents run ad through ValChoice tools. Advertising costs can be shared. Leads go directly to agents. Advertising performance metrics available to both agent and carrier teams. |
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Co-brand with Agency/Broker Partners Build landing pages that conform to your criteria. Push to agency/broker partners through ValChoice tools. Agents can use your landing page for both ads and for social media posts of the ValChoice interactive Comparison Tool. Great branding at virtually no cost. |
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Flow Through Reporting for Co-op Leads Track lead flow conversion rate for leads generated with co-op advertising funds. |
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Monitor Agencies Advertising for Your Brand Know which agencies are advertising based on your brand and your company performance. |
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Online Video Training Complete library of short, easy-to-understand tutorial videos complete with a self guided tutorial system. |
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Personalized Training - Optional Guide your team on how to build loyalty and increase conversion rate with ValChoice Tools. |
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Email & Phone |
Email & Phone |
Email & Phone |
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