Compare TLDCRM vs Vertafore Agency Platform vs riskine

View Listing View Listing View Listing

Crozscore

87%
what is this?
interest falling

Crozscore

81%
what is this?
interest falling

Crozscore

54%
what is this?
interest falling
TLDCRM screenshot view 5 more Vertafore Agency Platform screenshot view 4 more riskine  screenshot

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 Vertafore Agency Platform

Vertafore Agency Platform is a software product that helps insurance agencies better serve their customers by increasing productivity for administrators. It also features a policy management, licensing agreements, hosts reference materials, and showcases real-time ratings of your agency. It is a comprehensive platform that helps agents fulfill the needs for productivity and automation.

The platform also offers Resource Center, which has a complete library that your users can refer to in various stages of their business processes.

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

  • Insurance Rating

  • Policy Management

  • Quote Management

  • Easy Reports

  • Easy to Create COI

  • Dashboard

  • Mobile Apps

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)?
  • No.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Phone Support, Email Support, Live Support, Knowledge Base.

  • What platforms does this service support?
  • Vertafore is a cloud-based software with Android and iOS native apps offered.

  • What is this service generally used for?
  • This service is used as an insurance management solution.

  • Does this service integrate with any other apps?
  • Integrations: Laserfiche, Producer Plus, Prevail Network, Sagitta.

  • Does this service offer an API?
  • Yes, it offers API.

  • Who are the main user groups of this service?
  • Main users of Vertafore are insurance agencies.

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

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

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

Other

Who uses Vertafore Agency Platform
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

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