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
WRDS is a reliable and versatile web-based platform equipped with advanced customization options that empower clients to tailor the application to their specific business needs. Property and Casualty Insurance providers often depend on field inspections to evaluate and manage risks effectively. However, the data gathered through disconnected or manual systems poses challenges in making vital underwriting choices. As a result, various components of the inspection workflow, along with data collection and processing, frequently lack integration, leading to redundant data entry and potential data loss. This inefficiency significantly hampers staff productivity and contributes to greater uncertainty in the decision-making process. To address these issues, Digitek has developed an online Inspection Management application known as the Web-enabled Relational Database System (WRDS), which aims to streamline these crucial tasks and enhance overall operational efficiency. Additionally, WRDS enhances collaboration among teams by providing a unified platform for data access and sharing.
API Access
Has API
No
API Access
Has API
No
Integrations
ProspectBoss
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
RetireCo
Founded
2009
Country
United States
Website
agent.retireco.com/professionals
Vendor Details
Company Name
Digitek Software
Website
www.digiteksoftware.com/product-wrds.html
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
Inspection
Appointment Management
No
Customer Database
No
Dispatch Management
No
Equipment Tracking
No
Photos In Reports
No
Print on Site
No
Report Templates
No
Speech Recognition
No
Subcontractor Management
No