Today is the day. Start creating modern insurance proposals that your clients will love.
Learn more >> https://t.co/pXDw7Fel4I
#insurance#software#proposals#love#friday
Today we remember and give thanks to those who gave the ultimate sacrifice for our country and freedom.
Happy Memorial Day from the Neoteric Agent team.
"A prospect (now client) ended up sharing his Neoteric Agent link with several of his friends and I've had two new leads in the past week just from that.."
- James Castell, Castell Insurance
We are excited to announce that we have overhauled the design of our software to make it easier for agents to use!
Swing by https://t.co/QnXkIVNoHC and start your 30-day trial today to test out the new experience!
#alwayslistening#alwaysimproving
Who is heading to Las Vegas this week for IAOA's INNOVAT19N?
✋ We are! And we would love to see you.
We have some exciting announcements we are making at the show this year.
Swing by our booth - Booth F just outside the vendor hall to learn what they are.
#INNOVAT19N
Goodbye 2018... Hello 2019! We are excited for the new year - LOTS of big things planned for this year!
Who else is ready to make 2019 one to remember??
Happy New Year!
#HappyNewYear2019
Your prospects expect you to be using modern technology to show them you understand their needs. Impress them with personalized digital proposals!
Learn more:
https://t.co/abB8BTKHPn
79% of consumers prefer watching a video over reading about a product/service.
If you aren’t using video in your proposals, now is the time to start!
Learn more today:
https://t.co/abB8BTKHPn
🔥🔥 NEW FEATURE 🔥🔥
Many of you have asked for the ability to change the default text that is automatically populated in that Send Proposal email box.
NOW YOU CAN DO THAT!
Just visit the"Edit Profile" page to adjust the text. Any questions, email us at [email protected].
💥💥 NEW FEATURE 💥💥
This has been one of the most requested items.
"How do I place these proposals in my AMS"?
"How do I make a PDF of these proposals"?
We now have the ability to export proposals to PDF files!
Jump over to https://t.co/HdtoQwlUNr to test it out!
Grant Botma (@grantbotma) was recently on the Agency Revolution podcast talking about Neoteric Agent and his agency Stewardship (@moneywellrooted) - check it out below!
https://t.co/IwC6K7Kqrv
Who is going to @AgencyNation's Elevate 2018 conference next week? WE ARE!
Swing by booth 26 in Superior Ballroom A&B, adjacent to the main ballroom where the keynote presentations will be held. Grant and Justin will be there and would love to see you!
#Elevate18
Today, we are excited to announce that we have changed our pricing!
For agencies with less than 10 employees, the new pricing is only $39/month! If your agency has less than 10 users, we have automatically updated your account to the new pricing!