Last Updated
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
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
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.
Templates
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
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.
Pros And Cons of 20miles
Pros
Users like how they can see when someone opens or clicks their emails
People appreciate that it connects easily with tools they already use
The software highlights which contacts are most engaged
Cons
A few users mentioned the system can lag or not load properly
Users looking for advanced analytics or revenue tracking felt the reporting tools were basic
20miles Reviews
Total 5 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars60%
4
Stars20%
3
Stars0%
2
Stars0%
1
Stars20%
Share your experience
Mid Market, 500+ employees
“Task management made simple”
Pros
The app does a fantastic job keeping me informed about daily guidelines and restrictions. I find it incredibly useful for organizing tasks and tracking all the important details. The documentation feature really stands out and it's comprehensive and well organized. What I appreciate most is how the entire system operates using smart strategies and concepts. After installing it on our company systems, the management capabilities have been outstanding. I never have to worry about remembering project deadlines anymore since everything is automated.
Cons
It's really hard to evaluate promotional revenue alongside task management features. Getting the networking components set up properly across the system is very challenging when you're just starting out.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Small Business, 11-50 employees
“Poor decision switching to this”
Pros
I can't find any positives right now. We've encountered multiple problems and are actively searching for a replacement vendor.
Cons
Ever since we switched from our previous solution, it's been nothing but headaches. Both sales and operations teams keep running into stability problems during customer calls and it's gotten so bad we're actively shopping for alternatives before our contract even ends. In just 6 months, I've fielded more complaints about this platform than I did in 2 years with our old system. When we tried to exit early and get a refund for unused time, they turned us down and actually accused us of blackmail after I outlined two potential resolutions. The problems we've faced far outweigh any cost savings we thought we'd get from switching.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
2
Functionality
5
Mid Market, 500+ employees
“Best sales management platform”
Pros
I find the interface really user friendly. Having it integrated directly into Salesforce is incredibly convenient for me, no need to switch between platforms. The Gmail plugin is also a nice touch.
Cons
Sometimes it gets buggy, but the support team jumps on issues pretty quickly when they come up.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
9
Frequently Asked Questions
What other apps does 20miles integrate with?
The 20miles software integrates with Salesforce, and upcoming integrations include Insly and NowCerts.com. You can watch the 20miles demo to explore how these integration features work in action.
What language does 20miles support?
20miles supports English only. It is designed mainly for users in the U.S. insurance industry and related sectors.
Does 20miles offer an API?
There is no mention of a public API on the official website.
What level of support does 20miles offer?
20miles offers customer support through email and in-app messaging. The team is known for being quick to respond, particularly when users encounter bugs or performance issues.
Does 20miles have a mobile app?
As of now, 20miles does not offer a dedicated mobile app.
Who are the typical users of 20miles?
20miles is ideal for commercial insurance agencies, small to midsize insurance teams, and sales professionals in regulated industries.
What types of pricing plans does 20miles offer?
20miles provides three pricing plans to suit different business needs. The Solo plan is priced at $49/month for individual users. The Small Agency plan supports 2 to 5 users and costs $229/month, while the Agency Pro plan is designed for teams of 6 to 10 users at $499/month. Choose the 20miles cost plan that best fits your team size and business requirements.