Features & Quick Stats
Key Features
- Electronic Insurance Quoting Forms
- Electronic Lead Gen Forms to Referral Pipeline
- Electronic Policy Renewal Forms to Service Ticket
- CRM/AMS Integration Automation
- Ring Central/Nerdphone Recording & Transcription
- Curated Facebook Posts & Virtual Assistant
- Text Opt-In Automation
- Training Calls & Maintenance
How We Build Staxx Helps Independent Agents & Brokers
We help them reduce time by reducing redundant data entry and moving data across multiple software platforms utilizing Zapier.
AI Capabilities
This is an optional solution that we can utilize but is not needed or required. We do work with a lot of AI companies and options.
Partnerships
Salesforce, Zapier, Jotform, RingCentral, Nerdphone, G-Suite, Vertafore, EZLynx, NowCerts, Gail by Lula, AgencyZoom, Twillio, Hubspot, GoHighLevel, Better Agency, Elevate Teams, and more
Certifications & Awards
We are Certified Zapier Experts. CEO/Founder awarded AI’s Influential Businesswomen Award of Most Innovative Corporate Tech Automation Businesswomen 2024.
Subscriber Deals
We offer 10% off your total purchase to Catalyit subscribers.