Insurance and Finance Client Management and Marketing
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I-Relay is built on value and unbeatable service To meet the diverse needs of producers and financial representatives we offer a number of packages designed to help you succeed.   Please browse through the options below and feel free to call or email with any question

 

 

 
 

 Side by Side Package Comparisons

 
 
 
  I-Relay Lite Quick Start Small Business
Setups and Licenses      
One-time system setup $29 $99 $129
Monthly License $10 $59 $149
          Included Users 1 1 2
          Each additional user $10 $19 $35
       
Functionality and Support      
Full contact management ability Included Included Included
Product Modules - i.e. life, ltc, DI, Health, etc. 3 Modules All All
Client contact conversion assistance $100 $100 Included
In force policy conversion Call for quote Call for quote Call for quote
Initial training of users - web based Included Included Included
Refresher training as needed - web based $50 per session 2 per year Included
Monthly webinar boot camps $50 per session Included Included
Dedicated Project Manager N/A 3 Weeks 90 days
Toll free help desk support $25 per call Free 90 days 10 calls/mo
E-mail support Unlimited Unlimited Unlimited
Pre-designed marketing letters 50 100 200 Plus
Ability to build own letters Included Included Included
Pre-designed business rules 15 5 15
Ability to build on business rules Included Included Included
Pre-designed marketing campaigns 5 10 25
Ability to build own marketing campaigns Included Included Included
Allowed e-mails per month 5,000 10,000 20,000
Turn-key marketing campaigns ( Optional) $350 per $300 per 1 free per qtr
Document storage included 1 GB 2 GB 3 GB
Additional 1 GB of storage (Optional) $10 per mo $10 per mo $10 per mo

 

 
 
 
  * I-Relay Lite billed on an annual basis.  All other plans have an option of quarterly or annual billings.  

 

I-Relay is a product of Prospect9, LLC.  Copyright 2006-2009 All rights reserved