About 20Miles
20Miles is a software platform from 20Miles that supports insurance technology. It provides tools for managing policies, claims, and customer relationships so users can efficiently handle various insurance processes. With its recent acquisition by NowCerts and integration into MomentumAMP, 20Miles improves its capabilities within the insurance sector. The platform allows agents to access real-time data, automate client communications, and provide reporting features to track performance. Key capabilities: policy management claims processing customer relationship management data analytics reporting features Best for: insurance agents and brokers that need effective tools for managing their operations.
20Miles by 20Miles is a specialized CRM software designed primarily to cater to commercial insurance agents, sales teams, producers, account managers, business development representatives, and insurance brokers. Its core purpose is to automate and streamline follow-up communication, proposal tracking, and deal management—helping sales professionals stay on top of client interactions without letting opportunities slip through the cracks. Built to reduce the friction often encountered in traditional CRM systems, 20Miles emphasizes automation, personalization, and productivity. The platform is equipped with smart follow-up reminders, email tracking, proposal generation tools, and pipeline visibility, all structured to help users convert more leads with less effort. The user interface of 20Miles is thoughtfully crafted with simplicity and efficiency in mind. Upon logging in, users are greeted with a clean and modern dashboard that highlights key metrics and tasks. Navigation is intuitive, thanks to a sidebar menu that neatly categorizes core functionalities such as templates, pipelines, contacts, and email history. The platform does an excellent job of minimizing clutter while still presenting all necessary data in a digestible format.
Pros & Cons
- +Insurance Agent Specific: Built precisely for commercial insurance agents, addressing their unique prospecting, sales, and renewal needs.
- +Results-Oriented: Focuses on driving business results (relationships, revenue, renewals, results) rather than just activity logging.
- +AI-Powered Insights: Features an AI Recommendation Engine and "Hottest Prospects" identification, leveraging data on engagement to guide actions.
- +Time-Saving Automation: Offers pre-built templates and workflows for common scenarios (renewals, referrals, new business) to streamline processes.
- +Integration Capabilities: Integrates with Salesforce and offers a Gmail plugin, enhancing connectivity with existing tools.
- −Niche-Specific: Its strong focus on commercial insurance agents might make it less suitable or flexible for other industries.
- −Limited Public Reviews (from the text): The provided text mostly features testimonials, without a broad range of external reviews that might offer more diverse perspectives.
- −Copyright Date (2021): The website's copyright date is 2021, which could suggest the information might not reflect the very latest updates or features.
Features
Key features
- Commercial Insurance Agent Focused
- Specifically designed to meet the unique needs of commercial insurance agents for prospecting and sales.
- AI Recommendation Engine
- Recommends the "next best action" for each contact, helping agents prioritize and nurture relationships.
- Hot Prospect Identification
- Tracks engagement (email opens, clicks, replies) to automatically identify and prioritize the hottest leads.
- Pre-built, Proven Templates
- Offers ready-to-use templates and workflows for various scenarios (renewals, referrals, new business prospecting).
- Results-Oriented CRM
- Focuses on driving business results in acquisition, retention, and relationships, rather than just activity logging.
Additional features
- CRM (Customer Relationship Management)
- Core functionality for managing relationships and sales.
- Relationship Management
- Helps agents manage and nurture relationships with prospects and clients.
- Revenue Generation Focus
- Designed to increase revenue through effective prospecting and sales.
- Renewal Management
- Provides tools and templates specifically for managing and securing renewals.
- Prospecting System
- A complete system for identifying, engaging, and converting prospects.
- Pre-built Templates & Workflows
- Ready-to-use templates for renewals, referrals, and new business prospecting.
- AI Recommendation Engine
- Provides "next best action" suggestions for each contact based on their engagement and relationship status.
- Engagement Tracking
- Monitors actions like email opens, link clicks, and replies to gauge prospect interest.
- Pipeline Prioritization
- Automatically prioritizes prospects based on their real engagement levels.
- Scalable Marketing and Sales Machine
- Aims to help agents build a sustainable process for growth.
- Integration with Salesforce
- Offers a "20miles for Salesforce" download, indicating potential integration.
- Gmail Plugin
- Available for download, suggesting integration with Gmail for email management.
Pricing
Monthly plans
Solo
USD 49
Small Agency
USD 229
Agency Pro
USD 499
Countries & Languages
Interface languages
Billing currencies
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About 20Miles
20Miles is a software platform from 20Miles that supports insurance technology. It provides tools for managing policies, claims, and customer relationships so users can efficiently handle various insurance processes. With its recent acquisition by NowCerts and integration into MomentumAMP, 20Miles improves its capabilities within the insurance sector. The platform allows agents to access real-time data, automate client communications, and provide reporting features to track performance. Key capabilities: policy management claims processing customer relationship management data analytics reporting features Best for: insurance agents and brokers that need effective tools for managing their operations.
20Miles Details
20Miles's In-App Market Place
Does 20Miles have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Solo
USD 49
Small Agency
USD 229
Agency Pro
USD 499
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (Fr), CNY (¥), INR (₹), MXN (Mex$), SGD (S$), HKD (HK$), NZD (NZ$), ZAR (R), BRL (R$)
Pros & Cons
- Insurance Agent Specific: Built precisely for commercial insurance agents, addressing their unique prospecting, sales, and renewal needs.
- Results-Oriented: Focuses on driving business results (relationships, revenue, renewals, results) rather than just activity logging.
- AI-Powered Insights: Features an AI Recommendation Engine and "Hottest Prospects" identification, leveraging data on engagement to guide actions.
- Time-Saving Automation: Offers pre-built templates and workflows for common scenarios (renewals, referrals, new business) to streamline processes.
- Integration Capabilities: Integrates with Salesforce and offers a Gmail plugin, enhancing connectivity with existing tools.
- Niche-Specific: Its strong focus on commercial insurance agents might make it less suitable or flexible for other industries.
- Limited Public Reviews (from the text): The provided text mostly features testimonials, without a broad range of external reviews that might offer more diverse perspectives.
- Copyright Date (2021): The website's copyright date is 2021, which could suggest the information might not reflect the very latest updates or features.
20Miles's Support Options
Email Address
hello@20miles.usContact
+1 484-218-030120Miles's Alternatives
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