Eric Miller
Confidential, CA (USA)
Role(s):
Founder/Owner/Principal
Confidential
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Startup
Location:
Charlotte
Industry:
Technology/Web
Year Founded:
2008
Number Employees:
10-50 people
Description:
The organization is a technology driven Insurance Marketing Organizations that is licensed in all 50 states. We offer online quoting and enrollment tools for insurance brokers nationally. In additon, we have an artificial intelligence or virtual broker assistant that enables an individual insurance broker to email a link to a client. When the client opens the link an avatar appears and can quote, answer questions and enroll the client in an insurance product. The last piece of our offering is a mobile crm in which the rest of our technologies integrate with. This system will receive the quotes or enrollments from the virtual broker assistant and at the same time, communicate with the specific broker that the lead came from. The system tells the broker that a sale was made or a quote was completed and they client is awaiting a return call, in real time. The system then acts as a complete mobile crm system.
These are the core technologies that drive the system. The organization is contracted with approximately 100 carriers and the core infrastructure was just completed. Lastly, we have complete back office and marketing solutions for insurance brokers so they can infuse marketing into the technology to generate exponential results.