Compare TLDCRM vs Vertafore Agency Platform

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81%
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84%
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Software Description

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!

Software Description

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.

Features

  • Audience Targeting
  • Email Integration
  • Conversion Tracking
  • CRM Integration
  • Call Disposition
  • Referral Tracking
  • Call Recording
  • Softphone
  • Click-to-Dial
  • Call Tracking
  • Dashboard
  • Scheduling
  • Calendar Management
  • Lead Management
  • Task Scheduling/Tracking
  • Lead Scoring
  • Marketing Automation
  • Data Visualization
  • Contact Sharing
  • File Sharing
  • Customer Management
  • External Integrations
  • Notifications
  • Multi-User
  • Data Export
  • Contact Management
  • Data Import
  • API

Features

  • Customer Management
  • External Integrations
  • Notifications
  • Data Import
  • API

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

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.

Publisher

Founded:
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Based in:
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Employees:
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Likes:
Followers:
31

Publisher

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.
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