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.
Andrew Cruse
Insurance Office of America
Michael Z
AJG
Features
Workflows
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Provide a cadence of communication to
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make sure that you are persistent.
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They combine email, text phone and custom
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task steps into a a workflow which spreads
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across several days.
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Workflows for all your client management,
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referral and prospecting needs are available
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in the system.
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20 Miles track’s who is opening and clicking
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your emails and prioritizes and notifies you
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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
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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
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See the tasks due for each workflow and
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complete with a single click.
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Inbox shows contacts that need immediate
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follow up
