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About TLDCRM

TLDCRM or Total Lead Domination is a SaaS (Software as a Service) cloud-based platform and VoIP system for insurance sales regarding health, life and other ancillary products. We provide the tools you need to succeed at selling.

We provide a CRM to manage your lead and policy flow, as well as a free VoIP Softphone if you decide to use our phone systems. We also provide all compliant backups of recordings and documents uploaded to our system.

We take the headache out of managing and analyzing your lead sources as well as your current book of business. We can help you setup your call center to run smooth and efficient as well as manage all your PHI/HIPAA protected information.

There is no insurance tailored CRM out there that manages call center lead flow and data like we do. We are constantly improving and adding modules to the system at no cost to you. If what we have doesn’t work for you we will work to accommodate!

About PCRM

Rhoads’ PCRM (Professional Compliance Requirements Management) is a highly configurable regulatory insurance licensing software that provides tracking, filing, along with requirement reminders and a variety of reporting tools related to the compliance management process. As a cloud-based insurance licensing software, PCRM stores all producer license compliance information for insurance brokers, agencies, carriers and adjusters available anywhere and anytime.

Through insurance compliance tracking, operational risk is greatly reduced by managing the insurance on-boarding and appointment request processes. PCRM helps you ensure that producers are properly licensed avoiding troublesome audits, damaging conduct investigations, and significant fines for the carrier. As an automated compliance system for insurance, PCRM reduces risk and costs and increases agency and broker productivity.

About riskine

Digital Advisory Solutions for Insurance Companies and Banks

riskine develops digital solutions, based on the latest AI and graph- technologies, for the advisory of private and business customers. The products are suitable for self-service (portal, website, apps, ...) as well as for personal and remote advisory of customers.

The advisory paths analyse risks, risk preferences and needs of the end customers holistically and map them in individual recommendations matching the products of our financial industry customers. The white label solutions can be used as self-service in your portal, on your website, in an app, in a customized bot or as optimal support for personal customer advisory. Thanks to our API-based architecture, all services are available to you either as stand-alone services or in combination.

riskine succeeds in developing solutions that provide an optimal basis for sound financial decisions. By using the riskine advisory solutions, we help B2B financial customers to achieve demonstrably more sustainable customer relationships.

Features

  • 2-Factor Authentication
  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications

Features

  • 2-Factor Authentication
  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications

Features

  • 2-Factor Authentication
  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications

Summary

  • Affordable and Easy to SaaS CRM Platform for Insurance Agencies and Call Centers.

Summary

    No key features associated with this application.

Summary

    No key features associated with this application.

Pricing

Agency

$75.00
1 user(s) / month
Included in plan:
  • Your secure Business Account
  • Cloud backups of all Data and Recordings
  • Live Support
  • Initial Training

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Yes, PCRM can be formatted with different user types to allow for maximum efficiency.

  • Does this service offer guides, tutorials and or customer support?
  • Rhoads Online is happy to provide industry acclaimed customer support and tutorials.

  • Who are the main user groups of this service?
  • PCRM is a one-stop shop solution for Insurance carriers, adjusters, brokers and agencies.

  • What are some applications this service is commonly used in tandem with?
  • PCRM works in partnership with NIPR, PDB, and GIS.

  • What is this service generally used for?
  • PCRM is used to maintain and manage your insurance licensing needs from end to end.

FAQs

    Who are the main user groups of this service?
  • We are a provider for B2B solutions. Our solutions are used by insurance companies, banks and Fintechs (B2C) in advising their customers.

  • Does this service offer guides, tutorials and or customer support?
  • Every product gets implemented in an individual way to meet the needs of our customer. For the individual solutions there is a support but no special tutorials or guides.

  • Does this service offer an API?
  • All solutions and services from our products are available as modular API services. We rely on a modern RESTful architecture with JSON as exchange format.

  • What is this service generally used for?
  • Digital solutions for insurance companies and banks used in advising their customers. So that all people make sound financial decisions.

  • What are some applications this service is commonly used in tandem with?
  • The internal systems of insurance companies and banks and their customer platforms.

Vendor Information

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Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other

Who uses TLDCRM
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses PCRM
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses riskine
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
German, English
Regional Restrictions:
No restrictions.
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