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Figuro

Figuro simplifies the process of selling insurance through intelligent forms, insights powered by artificial intelligence, and a unified prospect dashboard. Age...

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Figuro simplifies the process of selling insurance through intelligent forms, insights powered by artificial intelligence, and a unified prospect dashboard. Age...

Product Overview

Figuro simplifies the process of selling insurance through intelligent forms, insights powered by artificial intelligence, and a unified prospect dashboard. Agents can get started in just five minutes, and the first 50 quotes are complimentary. This platform aids agents in handling leads, providing polished quotes, and focusing on key opportunities. While certain features may require some time to master, it enables teams to enhance their selling strategies.

Product Details

What Is Figuro?

Figuro is an innovative cloud-based insurtech solution aimed at transforming and streamlining sales and workflow operations for insurance agents, brokers, and carriers. This platform consolidates lead generation, automates the creation of quotes and client data collection, and offers predictive analytics alongside portfolio insights to enhance efficiency and boost revenue. With its customizable dashboards, intelligent forms, and tools for managing pipelines and referrals, Figuro empowers insurance professionals to digitize their operations and generate qualified leads at their convenience.

Figuro Pricing

The platform allows users to access the first 50 quotes free of charge, making it a risk-free opportunity for evaluation. There are three subscription tiers available:

  • Essential - $5/month

  • Pro - $19/month

  • Equipment - $49/month

Reach out to us to obtain a customized Figuro pricing plan tailored to your long-term sales objectives.

Please note that pricing may change.

Figuro Integrations

This platform seamlessly integrates with Excel and your current CRM system; however, it does not provide a detailed list of its third-party integrations. To learn more about its integration features, watch the Figuro demo.

Who Is Figuro For?

Figuro is specifically tailored for sales teams and professionals in the insurance sector who wish to digitize and scale their quoting and lead management workflows. This includes:

  • Independent insurance agents

  • Insurance brokers and agencies

  • Insurance carriers

Is Figuro Right For You?

If you are an insurance agent or agency owner seeking to enhance sales performance, Figuro could be an excellent choice. The Figuro Academy goes beyond mere tools by providing education on effective digital prospecting and selling strategies through various courses, tutorials, and practical examples. With an array of ready-made scripts, templates, and checklists—along with regular expert webinars and updates—Figuro facilitates continuous improvement in sales.

Additionally, its privacy policy outlines how personal information is gathered, utilized, and safeguarded in compliance with relevant laws, ensuring transparency in data handling and users' rights. Figuro has gained recognition as an award-winning insurtech platform in Latin America, acknowledged by prominent industry and technology entities. It is supported by leading figures such as Chile and Mastercard.

If you are still uncertain about whether Figuro is the right fit for your insurance business, please contact us at info@softwareseekers.com to speak with our customer support representative who can assist you in making an informed choice.

Sales Tools Software Features

activity
mobile app
bulk search
sales tools
lead scoring
time billing
call recording
sales coaching
verified email
crm integration
lead enrichment
lead management
task management
order management
sales automation
sales enablement
activity tracking
data connectivity
email integration
sales forecasting
activity dashboard
applicant tracking
catalog management
collaboration tool
contact management
content management
customizable forms
meeting scheduling
reportinganalytics
sales acceleration
sales intelligence
account development
attendance tracking
collaboration tools
document management
proposal generation
reporting analytics
cloud based software
field sales software
inventory management
performance tracking
white space analysis
asynchronous learning
business intelligence
procurement management
customizable dashboards
esignature capabilities
file sharing management
real time communication
reporting and analytics
supply chain management
e signature capabilities
embedded crm integration
market signal monitoring
sales analytics software
sales platforms software
data enrichment ai fields
sales pipeline management
access controlspermissions
human resources management
integration with crm tools
sales intelligence software
customizable dashboards views
predictive sales intelligence
compliance and risk management
human resources management hrm
revenue operations intelligence
customer relationship management
crm integration and data services
customer relationship management crm
cross selling up selling recommendations
revenue operations intelligence software
activity tracking reporting and analytics
sales intelligence via technology tracking

Pros

  • Centralized prospect dashboard keeps all key information in one place
  • AI‑driven portfolio insights help identify cross‑sell opportunities
  • User‑friendly lead capture with smart forms improves data accuracy

Cons

  • Customer support time may vary at times
  • Mobile‑first quoting is difficult for agents used to traditional formats

Price

Professional

Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

The platform supports English and Spanish.

Figuro comes with a comprehensive resource center.

Figuro integrates with Excel and your existing CRM, though a specific list is not disclosed.

Figuro pricing tiers include Essential, Pro, and Equipment, priced at $5/month, $19/month, and $49/month. Contact us to secure a personalized Figuro cost tailored to your specific requirements.

Figuro features can be utilized by independent insurance agents, brokers, and agencies, as well as insurance carriers.

The vendor has not publicly disclosed information regarding its API.

No, it does not support a dedicated mobile app.