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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 Claims Manager?

The Claims Manager is a fully integrated RIMS system designed to enhance your process from the First Notice of Loss (FNOL) all the way to the settlement stage. Featuring a unique and configurable business rules engine, it automates workflows effectively. This innovative system minimizes redundancy and manual tasks, thereby saving time, enhancing results, and maximizing value for all stakeholders involved. With its integrated solutions, Claims Manager simplifies the management, adjustment, and reporting of property and casualty insurance claims. This user-friendly Risk Management Information System delivers forward-thinking solutions, ensuring ease of use. The intuitive interface facilitates seamless integration into an automated workflow, accessible from any device, whenever and wherever needed. Additionally, it empowers users to capture, benchmark, and manage claims across all lines of property and casualty insurance with remarkable efficiency. Overall, Claims Manager represents a pivotal advancement in the insurance claims process.

Media

Media

Integrations Supported

ProspectBoss

Integrations Supported

ISOTools
Jira
QuickBooks Online

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

RetireCo

Date Founded

2009

Company Location

United States

Company Website

agent.retireco.com/professionals

Company Facts

Organization Name

JDi Data

Date Founded

1992

Company Location

United States

Company Website

jdidata.com/claims-manager/

Categories and Features

CRM

Not specified

Categories and Features

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

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