The Power User Package for I-Relay is for those of you who really want to double your income or work half as much over the next year. This package not only offers you a robust web based client management system but is full of great sales and marketing letters and dozens of pre-designed business rules and campaigns for up selling, cross selling, client retention, and referral building.
The Power User Package also comes with our assistance on building turn key marketing programs each month to ensure you are always fresh and a head of the pack.
This package requires a minimum one year commitment to ensure that the program delivers its full value to you. As with our other packages your data is yours and is secure - our systems annually audited by third parties! All of our program editions follow the same security and disaster recovery procedures which are tested twice annually.
$199 One Time Setup
$349 Monthly - three user licenses
$55 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 convert any historical policy data that you have in electronic format for you prior to your training |
| We will import in your contact related data for you so its ready prior to your training |
| 5 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 ten 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 - life of use on system |
| 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 our Marketing Team for consulting services, media buying assistance, and more |
| Access to the I-Know monthly newsletter packed full of tips and great advice on how to use the system better |
| Marketing |
| Access to 350 plus pre-designed letters and e-cards that help you hit the ground running - new ones added monthly |
| 30 plus pre-designed marketing campaigns that keep your sales pipeline full |
| 25 plus pre-designed business rules to assist in workflow automation and streamlining your business |
| Ability to blast e-mail communications to your clients - up to 50,000 emails per month |
| Ability to create your own letters, e-cards, business rules, and marketing campaigns |
| Marketing Manager will be assigned to your agency for monthly calls ensuring your marketing activities are current |
| Includes one custom turn key marketing program monthly ($3,600 value annually) |
Additional Services
|
Contact Import Assistance |
$100 one time |
|
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 |
| Additional 1 GB of document storage | $10 per month |
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.
