The Small Business Package for I-Relay is for ideal for small agencies that want to grow quickly yet still be involved in the day to day sales and marketing actives. Not only do you get a great client management system to support your back office processes and case management but you get the advantage of a quality marketing engine. This engine comes packed with predesigned letters, business rules, and marketing campaigns so that you can hit the ground running and not worry about keeping the sales pipeline full.
This package requires no long term commitment and as always your data is yours! All of our program editions follow the same security and disaster recovery procedures which are tested twice annually.
$149 One Time Setup
$149 Monthly - two user licenses
$35 Monthly - each additional user
Package Includes
| System Setup |
| Manage all 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 |
| We will import in your contact related data for you so its ready prior to your training |
| 1 GB of electronic document storage setup - allows you to go paperless in your office |
| Training and Support |
| One on One Training with your team and our training staff via web - free refresher trainings any time |
| Dedicated Project Manager to ensure your success - includes six week work plan after training |
| Assistance setting up as many custom business rules and marketing campaigns as you require |
| Free unlimited toll free help desk support for 90 days - ten calls per month thereafter |
| 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 |
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| Marketing |
| Access to 100 pre-designed letters and e-cards that help you hit the ground running - new ones added monthly |
| 15 pre-designed marketing campaigns that keep your sales pipeline full |
| 15 pre-designed business rules to assist in workflow automation and streamlining your business |
| Ability to blast e-mail communications to your clients - up to 20,000 emails per month |
| Ability to create your own letters, e-cards, business rules, and marketing campaigns |
| Includes one custom turn key marketing program monthly ($3,600 value annually) |
Additional Services
| In force policy conversion | Call for Quote |
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Turn-key marketing programs - includes copywriting, graphics, and placing into your system |
$300 per campaign |
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Call center services - assists in maintaining contact details, setting appointments, and more |
$30 per hour |
| Additional 1 GB of document storage | $10 per month |
| Additional Phone Support calls beyond 10 free calls per month | $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.
