Setrics Tracker Overview | Insurance Playbook

Software Overview

Insurance Playbook

THE OPERATING SYSTEM FOR BUSINESSES

 

SOFTWARE EXCLUSIVELY FOR BUSINESSES

  1. EASY SETUP Your bots can virtually configure themselves or our support staff is happy to help as well.
  2. NEVER DOWN Cloud-based automation means that regardless of where you or your team is – you have automation with a simple internet connection.
  3. ROLE SPECIFIC Your bots know who is using the software and what they need to see – you can tailor their experience to their role.
  4. SECURE Your bots gather information and think on your behalf and gather data in the most secure ways possible – surpassing bank-level security.
  5. INTEGRATED All of your automation and software tools can be at the same login, the same place and use the same process – greatly simplifying life.

Marketing Plan™

Develop a marketing plan that will give you and your team clarity and confidence to master customer acquisition.

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Hosting™

Host any website or web-based platfrom with one easy-to-use platform. All of your servers and websites in one secure place.

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Leads™ (Platinum)

Develop a marketing approach driven by big data that delivers in-segment leads to any location, anywhere you want.

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Lite Leads™ (Platinum)

This massive dataset of over 300 million records helps you determine in-market and relevant leads across any segment.

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Uniform CRM™ (Platinum)

Full scale and fully customizable CRM for marketing, sales, and customer support activity management.

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Traffic CRM™ (Platinum)

Manage customers and your retail promotions. This retail-focused CRM will get foot traffic.

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Stellar CRM™ (Coming Soon)

A simple to use yet robust customer relationship manager completely customizable to your company.

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Activated Sites™ (Coming Soon)

Launch, activate, and manage all your socially-enabled websites and landing pages in one easy-to-use system.

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Foot Tracker™ (Coming Soon)

Cellular sensors and IOT devices that track and monitor foot traffic in your retail stores or buildings.

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CMO™ (Coming Soon)

Hire a chief marketing officer (CMO) for your organization and make an impact on sales today.

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Selling™

Sell your services on autopilot via our step-by-step sales process. Design a qualification, on-boarding, application, or process.

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Sales Analytics™

Measure every business metric including all marketing activity in one place without having to upload or input any data.

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Purchase™ (Platinum)

Manage purchase requests and order fulfillment to and from businesses – increase response rates and communication about orders.

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Focus™ (Coming Soon)

Stay on top of sales, marketing activities, and see instant reports on sales activity management.

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Academy™

Learn business from the top experts in the industry in every area of business. Attend classes and test out on your own time.

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Jobs™

This module will help you hire employees and manage the turnover at your business faster.

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Hire™

Automate and securely store all employee-related documentation for better speed, less headache, and a higher level of compliance.

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Learning™

Training so that you can map your training process for new employees in order to ensure your employees know how to run their own roles.

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Chart™

This organizations and roles chart visualizes what responsibilities you and others in the organization have-now roles are clear to all.

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H.R. Leads™ (Platinum)

This massive dataset of over 300 million records helps you find relevant hiring prospects for your recruiting needs.

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Health Plan™ (Platinum)

Nationwide benefits tailored to businesses in all states. Includes health, dental, vision, and other employee benefits.

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Scheduling™ (Coming Soon)

Scheduling software that allows your staff and team to create and manage schedules and hours, and report on work hours.

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Eval™ (Coming Soon)

Do employee evaluations and get reminded of when those evaluations are due on both the employer and employee side.

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Messenger™ (Coming Soon)

Collaborate securely via mobile app messages with chosen groups privately with permissions for each group.

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Custom Plan™

Develop a checklist or planning process and create a custom tool that will give you and your team clarity and confidence.

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Vendors™

Find a recommended vendor to help your business fill a need to achieve success. Vendors are from every area of business.

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Ideas™

Create a private forum for questions, support issues, customer service or otherwise across your business.

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Drive™

Store your files so that all staff members and contractors can access the files needed to run all departments in your businesses.

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Sensors™ (Platinum)

Cellular sensors and IOT devices that track and monitor any type of performance metric in your retail stores or buildings.

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Logins™

Track and securely store all your logins to every software or online provider across the business.

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Tasks™

Manage your “to-do lists” and tasks in this easy to use tool that helps you categorize tasks according to priority.

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Units™

This information manager will help you keep track of each of your units and how to get in touch with them.

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Security™ (Coming Soon)

Visualize all security threats in your business and mitigate cyber, physical, and administrative threats.

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Comply™ (Coming Soon)

Stay on top of compliance related to your industry and relationships with easy uploads, alerts, and simple verification.

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Royalty™

Track royalty payments and automate royalty approvals with transparent reporting from parent to each child.

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Balance™ (Platinum)

No need to log in to each bank account separately, simplify your process and view them all on one platform.

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Scoreboard™ (Platinum)

Your accounting analysis tool that rides on top of your accounting systems (QBO) to help you make the best decisions even easier.

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Scorekeeper™ (Coming Soon)

Remove the manual work of bookkeeping and accounting and make your finances easy.

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Payment™ (Coming Soon)

Make and take payments for royalties, tech fees, ad funds, and more via ACH.

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Loans™ (Coming Soon)

A network of lenders who can fund your business- one simple application leads you to the right lender.

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CFO™ (Coming Soon)

Hire a CFO today to improve your company overnight through next-level consulting and financial help.

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“TOOLBOX is more than just a technology platform. It is an integrated system that includes implementation of the industry’s best practices, and today’s most advanced business growth strategies and resources.”

Rick Grossman Author of “The Franchise Bible, 8th edition”