The Quick Start Package for I-Relay is perfect for those offices who need a great client management and marketing system that's affordable and scalable. Our Quick Start Package provides you with great options to ensure your success and room to grow as your agency expands over the years.
This package offers you a fast and easy way to get started, and there are no long term contracts or commitments. As always your data is yours and is safe and secure! All of our program editions follow the same security and disaster recovery procedures which are tested twice annually.
$99 One Time Setup
$59 Monthly - single user
$19 Monthly - each additional user
Package Includes
| System Setup |
| Manage up to three product lines - Life, LTC, Disability, Health, Annuity, P&C, and Securities & Investments |
| Automated pending and in force policy updates from more than 400 general agencies, IMO's and FMO's - See List |
| Setup of all of your carriers and general agency, IMO, and FMO partners - for reporting and drop downs |
| User setup, user roll, and user rights access built for you prior to training |
| Training and Support |
| Training with your team and our training staff via web - free refresher trainings for first year |
| Training on how to import in your own contacts |
| Free unlimited toll free help desk support for 90 days |
| Free unlimited e-mail support 24X7 - life of use on system |
| Free access to the I-Relay University - online recorded training sessions, manuals, tip sheets, and more |
| Free monthly boot camps on hot topics and how to use the system better |
| Access to the I-Know monthly newsletter packed full of tips and great advice on how to use the system better |
| Marketing |
| Access to 50 pre-designed letters and e-cards that help you hit the ground running |
| 5 pre-designed marketing campaigns that keep your sales pipeline full |
| 5 pre-designed business rules to assist in workflow automation and streamlining your business |
| Ability to blast e-mail communications to your clients - up to 7,000 emails per month |
| Ability to create your own letters, e-cards, business rules, and marketing campaigns |
Additional Services
|
Contact Import Assistance |
$100 one time |
| In force policy conversion from existing systems | Call for quote |
|
Turn-key marketing programs - includes copywriting, graphics, and placing into your system |
$300 per campaign |
|
Call center services - assists in maintaining contact details, setting appointments, and more |
$30 per hour |
| Ability to upgrade to any other package | FREE |
| Additional phone help desk support after first 90 days | $15 per call |
Note: In force policy conversion is where your organization would like to have specific information about its in force policies moved from an existing system you may be using into I-Relay. Please note that I-Relay can pull in force historical policy data from any of the 400 plus general agencies we support at NO COST.
* Monthly licenses are billed in quarterly increments. Upgrades do not include the inclusion or offering of third party systems. Sales tax will be applied to the following states: Alabama, Connecticut, Idaho, Illinois, Louisiana, Massachusetts, Michigan, North Carolina, New York, Ohio, Pennsylvania, Texas, Utah.
