Productivity Tools

Tools (products and services) that help with your productivity (Agency operations, marketing and management).

Premium Search

Your Premium Search dashboard saves all of your searches (unlimited) and you can name each search to reference it in the future.

Find exactly what you're looking for, instantly! Store unlimited searches, name your searches, retrieve them on any device. All searches are neatly organized by type of search (markets, users, jobs, articles, products, discussions, etc). 

For example - If you have multiple clients that are in the Hotel business? No problem, name your searches 'Hotel - General Liability - Client A', 'Hotel - General Liability - Client B' - complete that search again with one click! Create as many as you like and use the filter function to sort, organize and re-use your saved searches quickly.

All for the price of a cup of coffee. Imagine the time you will save, by having reusable one click searches at your fingertips, allowing you to focus on your clients (new and renewals)!

Monthly price: $4.95
Annual price: $49.95

Premium Storefronts (For Advertisers)

You get unprecedented value from our Premium Storefront package. The tools are online, easy to use, and backed by exemplary support.

Once you set things up correctly, you can sit back and watch the inquiries and submissions roll in. All application forms and attachments are secure and HIPAA compliant.

A storefront is a detailed product/service page. It typically has - 
  • An intro to the product/service
  • Availability - premium guidelines, states available
  • Coverages applicable
  • Submission guidelines
  • Whom to contact for more info/submissions. 
Monthly price: $249.95
Annual price: $2,499.95

Prestige Agency

Our premium membership for Agencies is called Prestige Agency membership. For a monthly fee, our premium agencies get the following additional benefits: 

 A 'Certified Agency' seal that can be used on all marketing material.
 Unlimited, consumer facing, search optimized product landing pages.
 Over 2500 well written consumer articles for your website, blog, social media usage.
 Pre-packaged, branded and customizable Consumer facing Newsletters (updated monthly)
 Ability to Dispute Negative Reviews
 Capture web leads and route to an email recipient of your choice.
 Web analytics – see all the traffic that is navigating across your entire Agency profile and smart sites.
 Quarterly Client Email – invitation to review, summary of newsletter content, other agency news.
Monthly price: $49.95
Annual price: $495.00

Prestige Pro

It only takes a few minutes for an irate client, or a jealous competitor to tarnish your reputation. We provide a highly effective, inexpensive service that will help you establish and maintain the stellar professional reputation you deserve - through the CompleteMarkets platform.

For a small fee (annual prepay, cancel anytime), we leverage our platform to your advantage, providing you with the following services -

  • A 'Certified Insurance Pro'seal that can be used on all marketing material. 
  • Early notification on Exclusive Consumer Leads
  • Prestige Members get a discount on aged Consumer Leads
  • A comprehensive professional profile on – the destination site for insurance.
  • Google optimized professional profile, localized, so you show up in the major search engines when clients research you.
  • Your CompleteMarkets profile connected to major social networks – Facebook, Twitter, Google+
  • You get a spam-free (customize-able) email address. For example - You can then use this for your DOI licensing, CE licensing and anywhere where you do not want to get spam (and receive legitimate messages only).
  • Access to paid/premium tools on our website – Premium Search, Submission Dashboard
  • Ability to Dispute Negative Reviews  – as a Prestige Pro member, you have 30 days to dispute any reviews before we make them public. This is a unique service available only to Prestige Pro members, and is designed to protect you from spammers, jealous competitors and misunderstandings with clients.

Monthly price: $9.95
Annual price: $99.95

Submission Dashboard

By simple definition - a submission is a request to a carrier, wholesaler or provider to underwrite and bind a policy. In other words, it is a detailed request for a quote and subsequent binding. 

Our Submission Dashboard is, accordingly to many commercial lines agents that use the tool regularly... 

"the most powerful submission management tool ..."

...the first and only service of its kind - a best-in-class interactive tool that allows you to submit, track your submissions, re-submit and rate your submissions experience and the provider responses, all in one place, and secure (encrypted)

We have plans to extend it to allow users to import their clients and prospects, integrate the submissions with ACORD XML, Instant Quick Quoting and many more powerful features.
The bottom line - agents are saving time and/or making money!
Here are some averages from the past year -
Category Submissions Wins Commissions
Commercial 40 20 $11800.00
Life/Health/Benefits 25 9 $4500.00
Personal Lines 9 3 $2100.00
Other 4 1 NA

Monthly price: $9.95
Annual price: $99.95