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Product list
Client Management / Lead ProvidingWhat is "Client Management / Lead Providing" ?Software and services focused on the management of client portfolios, holdings and investments in general.
There are 13 products/services in the list.
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Vendor: Hexaware Technologies Inc
 Vendor: ResponseTek
ResponseTek CEM Insurance: Manage the entire customer lifecycle from initial awareness and purchase to claim settlement and renewals. Targeted surveys to gather actionable experience data regarding specific claims transactions. Enables customer responsiveness, and experience-based decision making.
Vendor: Target Group Ltd
Target harlosh specialises in software solutions and consultancy services for the insurance market. As part of the Target Group, a leading expert provider of software and services to the financial services market, we combine the talent and expertise of great people with proven processes and robust, leading edge technology.
At Target harlosh, we understand the issues that today's ...
Vendor: AccelTree Software
A mobile phone-based CRM service is offered for insurance agents and sales persons to manage their clients and to help generate more business. The service is offered on a low monthly subscription with no lock-in period in some geographies and in others it is offered as a corporate software license.
Vendor: BlueSun Inc
Drive more sales from your field force. We guarantee that the BlueSun producer portal can deliver at least a 5% uplift in sales. Provide compelling calls to action, help your clients and your advisors benefit from the product in your portfolio.
Vendor: CapitalRock
RightBridge is a Cross Selling solution for Insurance and Financial Services that processes your client’s information against business rules and provides the advisor with the most relevant sales opportunities to present to each client
Vendor: CapitalRock
RightBridge Pro is a cross selling solution that processes client data against business rules to determine the most relevant sales opportunities. Itallows advisors to create lists of highly relevant sales opportunites. Each opportunity provides specific reasons why the product meets a need.
Vendor: AssureSign
Automatically generate documents and send them out to one or many recipients for signature using a single application. Sophisticated workflow allows you to secure REAL biometric signatures, and other data, on any document; routing to one or many email destinations.
Vendor: Infobahn limited
An integrated reinsurance messaging solution along with a Document Repository Interface (DRI) solution for either using it as a Service or for peer-2-peer communication between the trading partners.
Partner XE is a full-featured, easy-to-use agency management system designed using the latest technology and incorporating up-to-date agency workflows. Partner XE is built on award-winning technology, priced affordably, and backed by an experienced service staff that is there when you need them.
Vendor: HR Technology Advisors, LLC
HR Technology Advisors has taken Microsoft DynamicsTM CRM and adapted it to fit the business needs and workflows of the Employee Brokerage industry with capabilities like policy administration, service tracking, proposal, RFP and renewal management that tracks carrier quotes and coverage.
Vendor: LeadBot
Qualified, exclusive leads delivered to your email box in real-time as they are generated from our network of insurance web sites. Available in every state, national closing average is 20% - 30%. Let us prospect for you.
Vendor: WealthPoint Australia
AdviceConnect is a ‘white-label’ online advice platform that allows financial institutions to deliver low-cost advice services over the web. It uses a workflow & audit framework to deliver interactive advice services and compliant advice statements with 100% transparency to all parties.
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