Velocity Comparison

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Overview

Velocity is a SaaS or on-premise insurance solution for agencies, featuring policy administration, claims, custom apps, rating, CRM, portal, accounting & more
  • Platforms supported
  • Web based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical Customres
  • Freelancers
  • Small businesses
  • Mid-size Business
  • Enterprise
  • Support
  • Phone support
  • Online support
  • Knowledge base
  • Video tutorials

Screenshots

No screenshots available

Pricing

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/No info available/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
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User reviews

No reviews
54321
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  • Value for money
  • Features
  • Ease of use
  • Customer support

Pros

No data

Cons

No data
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features18
  • Activity Dashboard
  • Budgeting
  • Certificate Management
  • Claims Management
  • Client Portal
  • Contact Database
  • Drag & Drop Interface
  • Email Templates
  • Estimating
  • General Ledger
  • Partner Portal
  • Print Management
  • Project Workflow
  • Prospecting Tools
  • Quote Management
  • Reminders
  • Sales Reporting
  • Scheduled Reporting

Integrations

  • Total integrations2
  • Authorize.net
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • MYOB Essentials
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks
  • QuickBooks Online
  • Sage
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
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