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Force 5 Digital for Insurance Agents
Force 5 Digital is more than a customer relationship management platform, its a business system designed to increase productivity and help you close more sales without adding staff or time to your workday.
Why Force 5?
Centralized
Everything managed in one centralized source. No need for multiple apps
Workflow Automations
Everything managed in one centralized source. No need for multiple apps
AI Booking
Our built in AI Bot will book your calls allowing you to spend your time closing
Force 5 Digital streamlines insurance agents daily workflows with automation and AI to save time and effort.
Why Force 5?
Centralized
Everything managed in one centralized source. No need for multiple apps
Workflow Automations
Everything managed in one centralized source. No need for multiple apps
AI Booking
Our built in AI Bot will book your calls allowing you to spend your time closing
Force 5 Digital streamlines insurance agents daily workflows with automation and AI to save time and effort.
Key Features
Lead management
Organize and track leads throughout the sales process
Workflow automation
Streamline sales and marketing workflows to improve efficiency
AI booking
Automated AI assistant to book meetings and appointments with leads
Contact management
Central database to store and manage prospect and customer contact info
Conversation automation
Automated sequences for lead nurturing and follow-ups
Multi-Channel conversation
Workflows and AI will communicate via email, SMS, FB messenger, Google My Business and more
Your workflow automation and AI bot never sleeps, never takes a break!
Force 5 Benefits
Save time on administrative tasks
Automate routine tasks to free up time for more important work
Focus on selling
Remove distractions so you can concentrate on core sales activities
Increase productivity
Get more done in less time with workflow automation
Streamline operations
Simplify processes for greater efficiency and consistency
Increase profit
With automation and AI doing more of the workload, you have more time to close
100% Done For You
We manage everything for you. You don't have to build anything. Support is included, training included. All you do is sell health insurance.
“"Our platform is like having a full office staff. Agents love our intuitive interface and smart automations. Some completely eliminate cold calling"”
BARRY RIDDELL, CREATOR OF FORCE 5 DIGITAL
Six Steps And You Only Do The Last One
Prospect contacts you
Leads enter from multiple sources like websites, chat widget, events, ads, etc.
Workflows respond
Your custom workflows respond on the same channel the lead used
AI bot kicks
in
If the lead responds to the workflow, your AI bot will take over, always pushing for an appointment
Appointment Booking
Appointments are added to your built in calendar.
Appointment reminders
Leads are sent multiple reminders to decrease no-shows
You call and
close
Manage the full policy lifecycle from application to renewal seamlessly.
Prospect contacts you
Workflows respond
AI bot kicks in
Appointment Booking
Appointment reminders
You call and close
Leads enter from multiple sources like websites, chat widget, events, ads, etc.
Your custom workflows respond on the same channel the lead used
If the lead responds to the workflow, your AI bot will take over, always pushing for an appointment
Appointments are added to your built in calendar.
Leads are sent multiple reminders to decrease no-shows
Manage the full policy lifecycle from application to renewal seamlessly.
Other Features
You can eliminate many apps and services you currently pay for
CRM/Pipeline (save $100/mo)
Email marketing (save $80/mo)
Forms and surveys (save $50/mo)
Sales Funnels (save hundreds!)
SMS and Phone (save $100/mo)
Website/hosting (save $30/mo)
Calendar app (save $30/mo)
Many More!
Get Started Today
Force 5's new digital business platform designed specifically for insurance agents. This innovative platform helps agents manage workload, track leads, and access customer data more efficiently with automation and AI. Start streamlining your sales effort and increase sales today!