CUSPERA

20Miles

4.06 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(224 Reviews)

20Miles | Insurance Prospecting and Lead Management Platform

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About 20Miles

20Miles is a CRM Software. 20 Miles is a prospecting and relationship management platform for commercial insurance providers. It comes with a centralized dashboard, which enables users to create new workflows, add multiple touchpoints and configure system settings, improving overall client experience.

The primary features of 20Miles include scheduling, data import/export, task management, customizable templates, click tracking, collaboration and more. It allows businesses to set up user profiles, update time zones and generate meeting links for email invitations. Administrators can import or segment contacts into buckets based on lead data and set status as private/shared.

20Miles facilitates integration with third-party applications such as Salesforce, Outlook, LinkedIn and more.

20Miles
is used by peers for

Processes

engagement management, engaging and following up, communication management

Channels

e-mail, e-mail, phone calls

Capabilities

Email Support, 24/7 Support, Custom Reports

Goals

Acquire customers

Industry

Education, Sports, Internet

Popular Business Setting
for 20Miles

Top Industries

  • Education
  • Sports
  • Internet

Popular in

  • Mid Market
  • Large Enterprise
  • Small Business

Peer Recommendations on business needs
for 20Miles

Goals

Acquire customers, are the most popular goals peers achieved using 20Miles.

Channels

It is the best suited for e-mail, e-mail, phone calls, channels.

Processes

20Miles does well for a wide range of processes. Peers recommend engagement management, engaging and following up, communication management, as the business processes that they have been most satisfied while using 20Miles.

Read Reviews of Business Process for 20Miles

Peers used 20Miles to Acquire customers

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Failure Risk Guidance Security Report ?

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Overall Risk Meter

Low Medium High

Top Failure Risks for 20Miles

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First 5 Reports are Free

IT and Other Capabilities
for 20Miles

  • Low
  • Medium
  • High

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Vendor Profile Details

Company Name 20Miles
Company Website 20miles.us/
Year Founded 2011
HQ Location 548 Market Street #17557,San Francisco, California 94104
Employees 11-50
Social
Financials Seed