Connect your entire agency – every lead, recruits, customer, and data source – on one unified insurance CRM platform.
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Questions? Call us at 1(561)571-5612
LeftGrid the only all-in-one platform that can power your entire insurance agency.
Yes we have a CRM, but so does every other company. Why are we different? Think of LeftGrid as a co-pilot for your CRM. We are very hands-on don't simply give you a system and leave you to fend for yourself.
What does our Sales CRM do? We automate human interactions between buyers and sellers. Yet you still get the flexibility to personalize those interactions across email, phone, social, direct mail, and video. And all your activities are automatically synced back to the CRM.
✓ Lead Distribution Rules
✓ Work Flows
✓ Assigned Tasks
✓ Text Messaging
Marketing automation uses software to automate monotonous marketing work. Marketing departments can automate repetitive tasks such as email marketing, social media posting, and even ad campaigns - not just for the sake of efficiency, but also to provide a more personalized experience for their customers.
✓ Automated Workflows
✓ Autoresponders
✓ Email Marketing
✓ Text Messaging
✓ Monthly Newsletters
The technology behind marketing automation makes these tasks faster and easier to do.
Promote Sales & Drive Traffic: Share text-based discounts and special offers to boost traffic and sales.
Grow Your Base: Enable Keywords, QR codes, and Sign-Up Forms to make it easy for customers to join your text list.
Engage Members: Build mobile loyalty programs and gather feedback on products and services. Convert Leads: Text one-on-one with prospects and re-engage with those that have stopped answering to phone calls and emails.
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