Overview
20miles CRM is a software tool designed for insurance agents to manage leads, renewals, and client relationships. It may not offer deep customization or flashy design, but it makes up for that with easy-to-use features like ready-made email templates, task reminders, and smart suggestions powered by AI.
Overall Rating
Based on 5 users reviews
4
Rating Distribution
Positive
80%
Neutral
0%
Negative
20%
Starting Price
Custom
20miles Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is 20miles?
20miles is a CRM software created for commercial insurance agents. It focuses on simplifying your workflow by giving you pre-set campaigns, follow-up reminders, and contact organization tools. Its AI engine tells you which leads to contact next based on actions like email opens or clicks. It also works well with Gmail, Outlook, and Salesforce, helping you connect your tools in one space. With 20miles, you get a structured way to handle outreach without having to build everything from scratch.
20miles Pricing
20miles offers the following pricing plans:
- Solo: $49/month
- Small Agency: $229/month
- Agency Pro: $499/month
Disclaimer: The pricing is subject to change.
20miles Integrations
The 20miles software supports integration with multiple systems and platforms, such as:
- Salesforce
- Insly
- NowCerts.com
Who Is 20miles For?
20miles is ideal for a wide range of industries and sectors, including:
- Commercial Insurance Agencies
- Small to Midsize Insurance Teams
- Sales Professionals in Regulated Industries
Is 20miles Right For You?
If you're an insurance agent or run a small to mid-sized agency, 20miles CRM could be a smart option. It’s best suited for professionals who want a system that’s easy to set up. 20miles features, such as its AI-powered task engine that guides you on what to do next, and help you focus on leads that are more likely to convert.
Still doubtful if 20miles is the right fit for you? For further assistance, please get in touch with our customer support staff at (661) 384-7070.
20miles Features
Workflows in 20miles help you stay consistent in following up with clients. They combine emails, texts, calls, and tasks spread out over days, so you don’t forget to check in. You can use different workflows for client management, referrals, or prospecting. The system also tracks who’s opening and clicking your emails and alerts you about the most engaged contacts.
Buckets help you sort your contacts based on their type or stage. You can create a list of clients, leads, or partners and connect each one to a different communication workflow. When you add a contact to a bucket, the workflow starts automatically. You can move contacts between buckets, set reminders if you haven’t reached out in a while, and keep everything neat and organized.
20miles provides ready-made templates to save time and personalize your messages. Each template utilizes mail merge tags, allowing you to send messages in bulk while maintaining a personal touch. There are templates for referrals, prospecting, and various insurance types, including Cyber, Transportation, and Property & Casualty. You can identify which templates perform best and share them with your team to ensure consistent communication.
Tasks help you keep track of what needs to be done each day. When a workflow is running, the system automatically creates tasks for follow-ups, emails, or calls. You can view all tasks in one place and complete them with a single click. The inbox also highlights contacts who need immediate attention, making it easy to prioritize and stay on top of your to-do list.
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