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What is Zinnia?

Zinnia is set to transform the life and annuity sector by merging extensive industry expertise with innovative technology. Our mission is to enable clients to expedite the innovation and launch of products while also improving the processes of buying, selling, managing, and servicing these products. This approach streamlines and accelerates how insurers develop, roll out, and administer life and annuity offerings for both consumers and advisors. Furthermore, it redefines the collaborative relationship between insurers and advisors, enhancing the effectiveness of selling, servicing, and managing customer interactions. By promoting meaningful connections, we fortify the relationship between customers and insurers, ultimately providing better protection for clients and supporting their overall well-being. This dedication to improving the user experience is crucial for attaining sustained success within the industry, as it aligns with our vision for a more efficient and customer-focused future. Through these efforts, we aim to lead the way in creating a more responsive and agile marketplace.

What is TL LeadManager?

TL LeadManager® is a dedicated lead management system specifically designed for professionals in the Life and Health Insurance industries. It enhances the management of various leads such as Medicare Supplement, Long Term Care, Final Expense, and Annuities, streamlining processes like never before. If your existing lead or contact management framework is falling short or leaving you dissatisfied, considering TL LeadManager could be beneficial. This all-encompassing and intuitive CRM aims to minimize the time you spend on lead management while maximizing your selling potential. By facilitating better organization and reducing paperwork, it allows you to concentrate more on boosting your policy sales. When used alongside TargetLeads®, your direct mail marketing efforts become remarkably efficient and effective. Whether you are working with Turning 65 lists for Medicare Supplement plans or a wide range of other insurance leads, TL LeadManager equips you with the tools to manage, follow up, and generate reports for your campaigns effectively. This ensures that you maintain a strong grip on your business operations and lead management. Adopting this cutting-edge platform could very well transform your sales approach and help you achieve greater success in your endeavors. Ultimately, the right tools can significantly impact your performance and client engagement in this competitive market.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$40 per month
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

Zinnia

Company Location

United States

Company Website

zinnia.com

Company Facts

Organization Name

TargetLeads

Date Founded

1985

Company Location

United States

Company Website

www.targetleads.com

Categories and Features

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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