Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Caller ID Reputation Reviews & Ratings
    33 Ratings
    Company Website
  • SiteMinder Reviews & Ratings
    257 Ratings
    Company Website
  • SurveyLegend Reviews & Ratings
    1,873 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    134 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,550 Ratings
    Company Website
  • CredentialingSpectrum Reviews & Ratings
    5 Ratings
    Company Website
  • Popl Reviews & Ratings
    6,816 Ratings
    Company Website
  • Podium Reviews & Ratings
    2,101 Ratings
  • Paccurate Reviews & Ratings
    11 Ratings
    Company Website
  • Flashcloud Reviews & Ratings
    8 Ratings
    Company Website

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 InsureCert?

InsureCert is a versatile, cloud-driven system for managing insurance policies, catering to brokers, general agents, insurers, and managing general agents alike. This platform provides a comprehensive hub for users to establish online storefronts, handle quotes, process payments, and issue both property and casualty policies seamlessly. Furthermore, InsureCert empowers users to develop white-label websites complete with personalized landing pages to enhance brand identity. Additionally, its advanced multi-rater pricing engine enables users to generate quotes and dispatch invoices to clients in real time, streamlining the entire insurance management process for maximum efficiency. This all-in-one solution is designed to adapt to the diverse needs of the insurance industry.

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

InsureCert Systems

Date Founded

2017

Company Location

Canada

Company Website

insurecert.com

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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Insurance Policy

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

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Popular Alternatives

Sapiens P&C Reviews & Ratings

Sapiens P&C

Sapiens International

Popular Alternatives

Surefyre Reviews & Ratings

Surefyre

Vertafore
InsureCert Reviews & Ratings

InsureCert

InsureCert Systems
Go-Insur Reviews & Ratings

Go-Insur

Pancentric Digital