What is 20Miles?
20Miles is a search and relationship management software for commercial insurance manufacturers. With this system you can easily create, manage and automate processes for customer qualification, extension tracking and referral research. It has segmentation and contact management to send messages to different departments. With this software, you can understand how customers and prospects interact, about your notifications and follow-ups, receive notifications when viewing emails and shared documents.
This software is made for commercial insurance agents who need a better way to manage their searches and referrals. Our software is designed to be easy to learn so anyone can automate their process.
20Miles is web-based and has the ability to work on the cloud, but does not have a version that can be installed on personal computers and mobile phones.
This software is taught to users through online education services. The user can also learn more about how to work with the software by studying the educational documents together with the software and participating in educational webinars.
20Miles has a free trial version that the user can use to test with the software and, if satisfied, purchase the full version.
Software features include: auto-dial, calendar/reminder system, contact list management, collaboration tools, contact management, content management, content management, document storage, email management, email marketing, interaction tracking, executive management, reporting/analysis, sales path management, segmentation, task management and training management.