20 Miles is Ready to use.
No administration hours wasted to make it work. Workflows automate
your process and pre-loaded content for every scenario.
Features
Workflows
Provide a cadence of communication to
make sure that you are persistent.
They combine email, text phone and custom
task steps into a a workflow which spreads
across several days.
Workflows for all your client management,
referral and prospecting needs are available
in the system.
20 Miles track’s who is opening and clicking
your emails and prioritizes and notifies you
on those that are more engaged.
Buckets
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Each type of your client deserves a personal
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approach. Buckets help to segment
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contacts into lists.
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Connect a workflow to a bucket with the
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targeted cadence.
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Adding contacts to buckets launches the
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workflow immediately
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Easily move contacts into new buckets and
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stay organized.
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Set reminders of when you are out of touch
with contacts in the bucket.
Templates
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Templates designed to personalize your
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communication for each client using mail
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merge tags while you send in batches.
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Templates for client referrals, prospecting
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and making connections with strategic
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partners.
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Preloaded templates for different insurance
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verticalsCyber, Transportation, Property &
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Casualty.
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20 See the templates that have the best open,
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click and reply rates.
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Share the templates with your team
Tasks
See the tasks due for each workflow and
complete with a single click.
Inbox shows contacts that need immediate
follow up
