Average Ratings 58 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Corexta is an integrated platform that streamlines agency management operations. It includes a range of tools including project management and client management. Corexta makes it easy to get started! Sign up on our site and begin exploring the features and functionality of our platform. Our onboarding process has been designed to be intuitive and simple, so you can quickly get started with Corexta.

Description

Effective. Straightforward. Exceptionally Adaptable. This is a robust CRM tailored for insurance agency management, serving as a significant catalyst for revenue growth. Streamline workflows and enhance both internal and external marketing efforts through automation. Connect seamlessly with various third-party applications and benefit from carrier downloads that facilitate cross-selling and up-selling opportunities. Gain insights into your agency's performance with comprehensive analytics features. Included in this system are accounting tools, e-signature capabilities, human resources management, website hosting, E&O protection, and marketing initiatives. With a variety of preloaded and customizable reports and analytics, you can easily assess the overall health of your agency while also exploring the finer details. The automated and tailor-made marketing campaigns are designed to nurture potential leads and effectively engage existing clients, showcasing just a glimpse of its powerful functionalities. Additionally, automating agency processes not only streamlines office operations but also helps in mitigating E&O risks. Furthermore, maintain detailed records of employee information, relevant documents, and agency licenses, ensuring that all aspects of your agency are well-organized and compliant.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

PayPal Yes 
Slack Yes 

Integrations

PayPal No 
Slack No 

Pricing Details

$9.99
You'll gain access to essential tools to streamline your operations. Enjoy 2 GB of file storage, support for up to 15 employees, and features for client and project management, task and time tracking, HR and CRM management, finance management, as well as seamless collaboration and communication capabilities. Get started today and propel your business forward with Corexta.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Corexta

Founded

2023

Country

Bangladesh

Website

www.corexta.com

Vendor Details

Company Name

Siege Technology Solutions

Country

United States

Website

www.siegeams.com

Product Features

Business Management

Billing & Invoicing No 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management No 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) No 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management Yes 

Product Features

Policy Management

Approval Process Control No 
Attestation No 
Audit Trails No 
Policy Creation No 
Policy Library No 
Policy Metadata Management No 
Policy Training No 
Reporting / Analytics No 
Version Control No 
Workflow Management No 

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