+
+

Related Products

  • NMI Payments
    109 Ratings
    Visit Website
  • Convesio
    53 Ratings
    Visit Website
  • Azore CFD
    24 Ratings
    Visit Website
  • Shopify
    11,534 Ratings
    Visit Website
  • Macaw AMS
    5 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Ecwid
    1,027 Ratings
    Visit Website
  • QuickFee
    2 Ratings
    Visit Website
  • MoeGo
    340 Ratings
    Visit Website
  • Fishbowl
    1,075 Ratings
    Visit Website

About

Pulse CRM is a purpose-built customer-relationship and portfolio-management system designed specifically for independent sales organizations and payment-processing firms, covering the merchant lifecycle from lead acquisition and application submission through underwriting, boarding, residual payouts, and portfolio analytics. It supports merchant onboarding automation across multiple ISOs, built-in risk and underwriting tools to accelerate approvals, residual-tracking and reporting features tailored to payment-services flows, and deep-dive dashboard analytics to monitor agent and merchant performance. It delivers centralized workflow automation, streamlined document management, and compliance check integration so that manual spreadsheets and multiple auxiliary systems can be replaced by a unified solution.

About

You provide your clients with competitive coverage needs. And we help make shopping and renewing clients less burdensome. Accelerate your marketing submission process by shopping commercial clients to multiple carriers at one time. Shop commercial clients to all or the preferred carriers at one time without crafting any emails. Eliminate responding to duplicate underwriter inquiries by addressing all similar questions at one time within our shared platform. No more digging in your email inbox and responding to each underwriter's inquiry individually. Stay ahead with system-generated notifications that automatically follow up with underwriters. Keep underwriters informed on important renewal deadlines without lifting a finger. Always be the first to market by scheduling submissions in advance. Schedule marketing submissions to be delivered to insurance carriers at the earliest time possible.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Payment-processing ISOs and acquiring organizations in search of a solution to manage merchant portfolios and agent networks

Audience

Independent insurance agencies seeking a tool to write more commercial lines in less time

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$299 per month
Free Version
Free Trial

Pricing

$500 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Pulse CRM
United States
pulsecrm.com

Company Information

Renewalbook
Founded: 2017
United States
renewalbook.com

Alternatives

Alternatives

ASPIRE Health

ASPIRE Health

Artivatic.ai
Payitiv CRM

Payitiv CRM

Payitiv
RiseCRM

RiseCRM

Aurora Payments

Categories

Categories

Commercial Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Integrations

No info available.

Integrations

No info available.
Claim Pulse CRM and update features and information
Claim Pulse CRM and update features and information
Claim Renewalbook and update features and information
Claim Renewalbook and update features and information