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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 EbixAdvantage?

EbixAdvantage is a comprehensive and fully integrated enterprise administration platform specifically designed for property and casualty insurance carriers, aimed at streamlining the entire operational workflow from quoting and underwriting to policy management, issuance, claims processing, billing, and accounting. This platform employs a centralized database that allows for the initial entry of data just once, which is then shared across different modules, providing effortless access to policyholder information, documents, images, and additional resources throughout the system. The user-friendly interface is crafted to enhance usability, featuring workflows that intuitively guide users to the correct screens, generate follow-ups and task assignments, and maintain tracking indicators and audit trails to ensure accountability. Furthermore, the system's configuration is highly adaptable; it includes a rules-based, table-driven “product builder” that empowers users to define and modify products, lines of business, rating criteria, underwriting screens, document templates, and validation rules without the need for advanced programming skills. This level of flexibility not only boosts operational efficiency but also caters to the evolving demands of insurance carriers, ensuring they can respond swiftly to changes in the industry. Thus, EbixAdvantage stands out as a vital tool for insurance professionals seeking to optimize their processes and enhance service delivery.

Media

Media

Integrations Supported

Microsoft Excel
ProspectBoss
XML

Integrations Supported

Microsoft Excel
ProspectBoss
XML

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

Ebix

Date Founded

1976

Company Location

United States

Company Website

www.ebix.com/ebixadvantage

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

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