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.

“The insight 20 Miles provides from a prospecting tool is invaluable in keeping things moving through the client acquisition process. I would recommend 20 miles to anyone who is in a production role and wants to increase their revenue generation.”

Andrew Cruse
Insurance Office of America

“20 Meetings, 10 Opportunities, $90K Revenue in 12 weeks” in keeping things moving through the client acquisition process. I would recommend 20 miles to anyone who is in a production role and wants to increase their revenue generation.”

Michael Z
AJG

Start adding new clients to your pipeline now.

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

  • Each type of your client deserves a personal

  • approach. Buckets help to segment

  • contacts into lists.

  • Connect a workflow to a bucket with the

  • targeted cadence.

  • Adding contacts to buckets launches the

  • workflow immediately

  • Easily move contacts into new buckets and

  • stay organized.

  • Set reminders of when you are out of touch

  • with contacts in the bucket.

Templates

  • Templates designed to personalize your

  • communication for each client using mail

  • merge tags while you send in batches.

  • Templates for client referrals, prospecting

  • and making connections with strategic

  • partners.

  • Preloaded templates for different insurance

  • verticalsCyber, Transportation, Property &

  • Casualty.

  • 20 See the templates that have the best open,

  • click and reply rates.

  • 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

Get more meetings and opportunities now.