Month to month pricing.
Buy a full year and save up to 20%.
Subscription Capabilities
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Classic
For agents & brokers
$100 / month
With Annual Contract
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Professional
For agents & brokers
$200 / month
With Annual Contract
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Automation Maven
For agents & brokers
$300 / month
With Annual Contract
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Carriers
$375 / month
With Annual Contract
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Unlimited Access to ValChoice Quality Ratings Unlimited manual access to ValChoice ratings. |
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Lead Generation Both agents and carriers can use web and social media based lead generation. |
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Social Media Content Supercharge your social media presence with automatic generation of content that attracts customers. |
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Side-by-Side Comparisons Show customers two companies, side-by-side, in one report. |
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Agency Strategic Direction Agency owners use the tools to perform competitive analysis on companies they represent and companies they are considering representing. |
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Automated Email Deliver automated emails tailored to virtually any specific clients needs. |
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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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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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Lead Generation Agencies can generate high quality leads for their agency. Carriers can generate leads for the entire agency plant. |
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Reviews Management Automate requesting, capturing and displaying customer reviews. |
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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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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 Status 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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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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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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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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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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Customer Referrals - Automated Use this automated system to get the best referrals from your best clients. |
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Underwriting Changes - Automated Keep your clients informed, both precisely and timely, of coverage changes impacting them. |
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Email & Virtual |
Email & Virtual |
Email & Virtual |
Email & Virtual |
Personalized Training Make sure your team builds loyalty and increases conversion rate immediately with personalized training on how to most effectively use ValChoice Tools. |
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