ConveyOne
An All-In-One Platform for Insurance Agencies
ConveyOne is a single platform designed for agencies that want a fully managed solution for their company website, email marketing and a CRM to manage customer and prospect data.
All-In-One Hosted & Updated Platform
Modern Website, Content Hosting, CRM System, Email Outreach, Analytics
ConveyOne combines all the technology you need for the right online presence into one easy-to-manage portal. Choose from a number of template designs to create a website, then go behind the scenes to discover the management tools that help you keep track of customers and prospects, reach out to the market with the email message library, host content and analyze how people are engaging once they access your resource center.
Managed Website
Select from modern website templates, then have them customized and branded for your agency. Updates are available to keep your website current.
Updated Content
Your ConveyOne portal will be connected to a content hub to deliver custom or curated content to keep your website relevant and current.
Notify, Remind & Inform
ConveyOne sends out automated site messages to alert staff and site members. It delivers custom emails and newsletters to customers and prospects.
Custom, Flexible CRM
Manage customers and prospects in the easy to use CRM system. Add custom fields, create notes and assign tasks and view downloadable reports on CRM data.
Webinar Management
Use the built-in webinar tools to setup and manage webinars to inform and engage customers & prospects with analytics on who registered and attended.
Site-Wide Calendar
Add webinars to ConveyOne and display the schedule in your site-wide calendar. Individuals can sign up to add to their calendars and receive email reminders to attend.
Email Marketing
Run email campaigns from ConveyOne that include up to 4 outbound emails and a customized sign-up or call to action page.
Detailed Analytics
ConveyOne comes complete with a library of reports that detail activity, report on form submissions and show the success of email outreach.
Onboard Site Members
Use the built in application to allow individuals to subscribe to your ConveyOne site to get access to private content, receive messages and get notifications.
