Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
An entirely FREE CRM solution designed specifically for professionals in the insurance and financial sectors. Streamline your workflows to conserve both time and financial resources. Experience the power of immediate communication through mobile and social media channels. Enhance your communication effectiveness like never before. Enjoy a steady lead flow from various sources without the concern of where your next prospect will originate. Access to top commissions is available from more than 500 carriers across life & health as well as property & casualty lines. Utilize our software at your convenience, without the need for contracts. This platform empowers you to focus on growing your business without unnecessary barriers.
Description
A risk management solution for property and casualty. All-in-one benchmarking and claims management system that simplifies claims-related processes and makes adjusters' lives more simple. TerraClaim provides two tools to simplify claims-related operations. These tools are powerful enough on their own, but even more so when combined. An innovative cross-industry data analytics and claims benchmarking solution that compares your claims performance to industry peers. This helps you set better goals, manage risk reserves, and improve claim outcomes. The world's best property and casualty claims management software that streamlines your internal processes, improves productivity, drives desired results, and prevents fraud.
API Access
Has API
No
API Access
Has API
No
Integrations
Bottomline Digital Banking
No
ImageRight
No
Ledger Nano X
No
ProspectBoss
Yes
Salesforce
No
Integrations
Bottomline Digital Banking
Yes
ImageRight
Yes
Ledger Nano X
Yes
ProspectBoss
No
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
No
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
RetireCo
Founded
2009
Country
United States
Website
agent.retireco.com/professionals
Vendor Details
Company Name
Terra
Country
United States
Website
terra.insure/
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Claims Processing
Adjustor Management
No
Case Management
Yes
Claim Resolution Tracking
No
Co-Pay & Deductible Tracking
No
Compliance Management
Yes
Customer Management
Yes
Electronic Claims
Yes
Forms Management
Yes
Paper-Based Claims
Yes
Payor Management
Yes
Policy Administration
Yes
Insurance Agency Management
Claims Management
Yes
Commission Management
No
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
No
Policy Management
Yes
Property & Casualty
Yes
Quote Management
No
Insurance Claims Management
CRM
Yes
Claims tracking
Yes
Customer portal
Yes
Document management
Yes
EDI data exchange integrations
Yes
Electronic claims
Yes
Fraud management
Yes
Reporting
Yes
Integrated Risk Management
Audit Management
No
Compliance Management
No
Dashboard
Yes
Disaster Recovery
No
IT Risk Management
No
Incident Management
Yes
Operational Risk Management
Yes
Risk Assessment
Yes
Safety Management
No
Vendor Management
No
Risk Management
Alerts/Notifications
No
Auditing
Yes
Business Process Control
No
Compliance Management
No
Corrective Actions (CAPA)
Yes
Dashboard
No
Exceptions Management
No
IT Risk Management
No
Internal Controls Management
No
Legal Risk Management
No
Mobile Access
No
Operational Risk Management
No
Predictive Analytics
No
Reputation Risk Management
No
Response Management
No
Risk Assessment
Yes