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We Insure FAQ

Blitz Sales Software™ Enables Agents Working For the We Insure Group To Automatically Execute Manual Work With…

Blitz Sales Software™ Enables You To…

Plan

Sales Follow Up Strategy

  • Plan Sales Follow-Up Activities
  • Organize Sales Follow-Up Data
  • Segment Prospects & Customers
  • Sort and Filter Data

Execute

Sales Follow Up Plan

  • Get contacts into One System
  • Send Drip Emails
  • Automatically Schedule Reminders
  • Record History Note

Evaluate

Sales Follow Up Execution

  • Track Sales Opportunities
  • Track Sales Pipeline Milestones
  • Generate On/Offline Reports
  • Monitor and Coach People

Ready To Be More Efficient in Your Agency?

Blitz Sales Software™ Helps You:

Close More Deals

The difference between top salespeople and the rest of the pack is being efficient and not letting leads fall through the cracks even after the first “no”.

Automate Follow Up

Start spending more time closing more deals while Blitz Sales Software automates the manual day to day operations following up with your contacts.

Increase Productivity

With the Blitz Sales Software Intelligent Automation, your staff no longer gets distracted with day to day activities but rather gets to-do lists daily.

Close Opportunities

Stop missing opportunities to close more deals. Blitz Sales Software uses intelligent workflow to stay in front of customers and leads.
Blitz Sales Software™ Works With Any…

Laptop

Mobile Phone

Desktop

Tablet

Automate Your Sales and Marketing Activities with Blitz Sales Software™

Can Easily Use Systems On The Go Or In The Office!
Start Managing Your Agency More Efficiently Than Ever!
What Kind of Training and Support Do You Have?

Free Onboarding

We offer great onboarding and training for Blitz. We want to make sure you can automate manual work using our system the way it can best help you.

Best Practices

With the Free, Training comes free suggestions when setting up the system. We help suggest best practices when setting up our systems.

1-on-1 Attention

Worried about everyone in your office being trained? We have you covered! Each user is trained so they fully understand each system.

Online Tutorials

Receive access to Video Tutorials, Invitations to “Best Practices” webinars, and our Online Help Desk to help address any questions.
Quick Statistics of Blitz Sales Software™

%

Increase in The Number Of Policies Written In Your Agency

%

Increase in Production Using Blitz Sales Software

%

Increase In The Amount of Quotes Yearly Using Our Intelligent Automation

What Are Professionals Saying About Blitz Sales Software™?

"Blitz is cutting edge and has allowed us to streamline our sales processes, improve productivity, and increase employee performance. I'm not sure how we functioned without it!"

Bob Armbruster

CEO, Clean Team

"Blitz allows us to maximize our time and customize our processes to make us more efficient. While this isn't necessarily easy to set up and achieve, once you get the hang of it and with get the help of one of their customer service reps., you'll be selling more business in no time. Alex (our account manager) is exceptional and top notch!"

Andrew Neveils

Office Manager, The Chapman Agency

“I like how they continue to improve the software, as well as take feedback from the users. One of the customer rep is very helpful every time I speak with her, and she checks on us frequently. Great customer support for a great product.”

Kyle DeRider

Office Manager, Allstate Insurance

Frequently Asked Questions From Agents

I use an Agency Management tool, Why would I need Blitz?

That’s great! Blitz works alongside your Agency Management tool to ensure people are constantly being contacted with either calls, emails, or both calls and emails. Using Blitz’s Intelligent Workflow this process can be completely automated with no human intervention.

How Does Blitz Intelligent Workflow Work?

Our intelligent workflows scan every lead in the system and perform acts based on different triggers. This automates your follow up so you don’t have to spend time doing each action.

How does Blitz Generate Referrals?

Blitz has a feature called a Web form that can be given to any referral partner or can be sent to customers asking for referrals. This is basically a “Contact Us” form that adds the lead directly to your database.

My data is in another application. How can I get existing data into Blitz?

Blitz provides a migration service that will update your leads in Blitz that you export from another system. This allows you to switch systems without starting over from scratch. All we need is to update the Status, Milestone, Source, and Assigned user of your previous system to get started. Interested in learning more, Click Here.

How does Blitz use Automation to Improve Follow up?

Blitz’s workflow feature allows you to use automation to target segmented leads and schedule follow-up appointments and even contact them via email.

Can I access my contacts on the go?

Of course! Blitz Mobile allows you to access all the contacts as well as continue the day to day work while you are on the go meeting new clients and booking more deals. Read More…

Schedule a One-On-One Demo