User Pricing and Options

Level 1 Level 2 Level 3 Company
$24
per month
$34
per month
$44
per month
$94
per month *
Features
  • Contact Management
  • Submit / Edit / Update prospects
  • Track prospects through the pipeline by status
  • Calendaring / Events / Tasks
  • Upload / Share electronic documents
  • Download / Access electronic pre-filled forms
  • Dynamic interviews by workers' comp code
  • Static producer dashboards and reports
  • Forecasting
  • Automated notifications & Reminders
  • WYSIWYG email and threaded messaging
  • Advanced record search
  • Quick Report Widgets
  • Templating Engine for signatures and emails
  • Conduct online interviews
  • Online sales collateral repository
  • Level 1 Features +
  • Manage your direct reports
  • Referral to partners
  • Multiple Team Internal & External Sales management
  • Dynamic tab and Dashboard creation
  • Group selling across organizations
  • Reporting
    • Producer
    • Client
    • Vendor
  • Dynamic vendor relationship assignment
*Required for all vendor companies
*Required for all producer companies over 5 users
Storage 1GB 1GB 1GB 5/GB/Org
Support Level 1 Level 1 Level 1 Level 2
Customize  *

Account Options

  • i-quoting / Produce beautiful quotes for every state in seconds on i-linked.net
  • i-commissions / Calculate all of your internal and external producers commissions on i-linked.net
  • Co-branding / Styling to match your company's online branding and color scheme.
  • i-Marketing / Capture leads from your website directly into i-linked.net
  • i-Geek administrator
  • All levels have 1GB of data file storage up to 5GB per organization. Additional storage is available on an per organization basis.

i-geek Services

  • Personalization of your collateral materials
  • Make your Forms Data-ready
  • Prefill Data Ready Froms (example: Employee Applications)
  • i-Fulfillment Backoffice Services
  • Importing and Exporting of Legacy Data
  • Custom Application Programming by i-geeks
  • Application Consulting by i-geeks
  • * Charges may apply