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What is i-underwrite?

I-underwrite provides exceptional auto-underwriting solutions tailored for the insurance industry. Our comprehensive suite of software modules enables a seamless, online insurance sales experience, encompassing everything from needs analysis and quoting to digital signatures, auto-underwriting, and both upselling and cross-selling opportunities, along with offer acceptance, payment processing, and detailed reporting functionalities. At the heart of our digital insurance platform lies our robust auto-underwriting rules engine, which is designed for effortless configuration of underwriting rules. This allows for automatic decision-making on various products, including life, critical illness, disability, income protection, and medical insurance, catering to the specific requirements of any insurer. Furthermore, our rules engine can function as a standalone module for integration into an insurer's existing environment or as part of a Software-as-a-Service (SaaS) setup, ensuring flexibility and ease of use. You can conveniently access the i-underwrite underwriting engine through any electronic distribution channel, making it a versatile choice for modern insurance operations. Ultimately, our goal is to streamline the underwriting process and enhance the overall efficiency of insurance sales.

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

AWS Cloud9
Snowflake

Integrations Supported

AWS Cloud9
Snowflake

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

Intelligent Life Technologies Limited

Date Founded

2006

Company Location

New Zealand

Company Website

intelligentlife.co.nz/

Company Facts

Organization Name

TargetLeads

Date Founded

1985

Company Location

United States

Company Website

www.targetleads.com

Categories and Features

Insurance Agency

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

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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Intelligent Life Technologies Limited