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What is RetireCo?

Introducing a completely FREE CRM solution tailored for those in the insurance and financial industries. Optimize your processes to save precious time and reduce costs. Benefit from seamless communication via mobile and social media platforms for instant connectivity. Revolutionize the way you interact with clients and prospects. Maintain a consistent stream of leads from diverse sources, alleviating worries about where your next client may come from. Gain access to competitive commissions from over 500 carriers spanning life & health, as well as property & casualty sectors. Utilize this versatile software at your own pace, with no contractual obligations required. This platform not only facilitates your business growth but also removes unnecessary obstacles that could hinder your success. Additionally, it provides tools that allow for better tracking and management of your client relationships.

What is Beyontec Suite?

The Beyontec Suite is an all-encompassing, seamlessly integrated, and highly flexible real-time management system tailored for carriers and managing general agents (MGAs) operating in the property and casualty insurance industry. It can be swiftly implemented through secure and scalable web-based delivery methods. One of its standout features is the Suite’s configurability, which allows for operation without the need for extensive programming or IT support. With its Workflow Engine, users can tailor their business processes to align with their individual preferences. Furthermore, the Suite includes intuitive interfaces and portals, empowering employees and agents to significantly boost their productivity, no matter what insurance lines they oversee. In addition to its functional benefits, our pricing model is designed to be as adaptable as the Suite itself, offering clients the option of a minimal monthly subscription or a fee based on a percentage of the premiums handled through the Beyontec Suite, rather than imposing a large upfront licensing cost. This approach enables our clients to leverage advanced technology without the stress of substantial initial financial outlay. Moreover, it fosters a partnership where clients can grow and scale their operations in line with their success.

Media

Media

Integrations Supported

ProspectBoss

Integrations Supported

ProspectBoss

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RetireCo

Date Founded

2009

Company Location

United States

Company Website

agent.retireco.com/professionals

Company Facts

Organization Name

Beyontec

Date Founded

2008

Company Location

United States

Company Website

beyontec.us/solutions/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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