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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 Kolexia Smart Data?

Identify the top specialists who possess the highest qualifications in the specific areas you aim to excel in. With Kolexia, you can enhance your strategy for recruiting Key Opinion Leaders (KOLs) to align with your goals. This is facilitated through an easy-to-use interface that enables detailed digital and scientific assessments of candidates. Kolexia boasts a distinctive database that merges insights about health professionals and their contributions. This extensive repository permits a thorough examination of their profiles, collaborations, and influence within their respective domains. Consequently, this method provides a holistic and current perspective of opinion leaders, ultimately refining your medical strategy and driving better outcomes. Furthermore, leveraging this information can lead to more informed decision-making and strategic alignment in your initiatives.

Media

Media

Integrations Supported

ProspectBoss
Veeva CRM

Integrations Supported

ProspectBoss
Veeva CRM

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

Med.Else

Date Founded

2016

Company Location

France

Company Website

www.med-else.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

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