Insurance Xdate vs SendSync

Commercial Insurance Prospecting done right. Have an appointment on the other side of town? Wouldn't it be great to see if there are any other near by opportunities while you're in the area? Now you can with our new mobile app! See which businesses are coming up for renewal, who the incumbent carrier is, the rate they're paying, and more! Access key areas of the web service like your Latest Flags to make follow up calls, or use the name search to look up that manufacturing company you passed on the way here. Generate Leads. Win New Biz. Your location is used to find nearby businesses.

SendSync turns your team's support email into one shared inbox. This app puts it in your pocket. See what's waiting, reply properly, and hand work to the right person without opening a laptop. WHAT YOU CAN DO • Switch between the mailboxes you have access to, one at a time — not a merged firehose • Filter to Open, Mine, Unassigned, Snoozed or Closed • Read the whole thread, newest first, with earlier messages collapsed out of the way • Reply to customers from your own address, in your own voice • Leave internal notes your team sees and your customer never does • Assign a conversation to a teammate • Close, snooze, star, or change status • Swipe a conversation to close or assign it in one motion NOTIFICATIONS THAT RESPECT YOU Decide exactly what reaches your lock screen. New customer messages, conversations assigned to you, and notes that mention you are separate switches. Mute a noisy mailbox without going quiet on the work that's actually yours. BUILT FOR TEAMS Internal notes and assignment let your team work a conversation together without the customer ever seeing it. SIGNING IN Use Google, Microsoft, or a code we email you. No password to remember. REQUIREMENTS SendSync for iOS is a companion to your SendSync account. You'll need an existing account with at least one connected mailbox — start a free 14-day trial at sendsync.com. Automations, tags, saved views and reporting live in the web app.