AIM vs Market Quest For Insurance

Starting Price

Not provided by vendor Not provided by vendor

Best For

Private equity, venture capital, real estate, family offices, funds of funds, institutional investors, pension fund managers, placement agents, endowments and foundations

Individual and groups of insurance agents who want to stay in contact with prospects, past clients and referral partners with high quality marketing content to increase sales.

Rating

(0)
5 / 5
(1)

Ideal number of Users

2 - 1000+

1 - 499

Ease of Use


4 / 5

Customer Support


5 / 5

Features & Functionality


4 / 5

Value for Money


5 / 5

Product Features

  • check Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • close Relationship Tracking
  • close Team Assignments
  • check Territory Management
  • close Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • close Team Assignments
  • close Territory Management

Screenshots

View 5 screenshots 86126 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • close Documentation

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AIM vs Market Quest For Insurance

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