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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

ProspectBoss Yes 

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 

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