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About

A FREE CRM platform built exclusively for insurance and financial professionals. Automate workflows saving time and money. Unleash the speed of mobile and social media communications instantly. Communicate more effectively than ever before. On-demand lead flow from multiple sources. Never worry where your next prospect is coming from. Top commissions available from over 500 carriers for both life & health and property & casualty lines. Access is optional, on demand and no contracting is required to use our software.

About

Antiquated on-premise systems are a liability. Streamline your claims operations and improve efficiency with Terra's Automation, Integration, and Intelligence. Terra's products include Claims Management, Policy Management, Benchmark, and an Ancillary Services Marketplace. Manage risk with Automation, Cloud-Native, Integration, and Intelligence! Terra is a Cloud-Native Risk Management Information System for Property & Casualty Insurance.

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

Insurance professionals that need a CRM built for insurance

Audience

Risk managers, TPAs, PEOs, self-insured

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

No information available.
Free Version
Free Trial

Pricing

No information available.
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

RetireCo
Founded: 2009
United States
agent.retireco.com/professionals

Company Information

Terra
United States
terra.insure/

Alternatives

Sapiens P&C

Sapiens P&C

Sapiens International

Alternatives

A1 Tracker

A1 Tracker

A1 Enterprise
InsureCert

InsureCert

InsureCert Systems
Cloud Claims

Cloud Claims

APP Tech

Categories

CRM

Categories

Claims Processing Features

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Claims Management Features

Claims tracking
CRM
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Integrated Risk Management Features

Audit Management
Compliance Management
Dashboard
Disaster Recovery
Incident Management
IT Risk Management
Operational Risk Management
Risk Assessment
Safety Management
Vendor Management

Risk Management Features

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
Internal Controls Management
IT Risk Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

Integrations

Bottomline Digital Banking
Coast
ImageRight
Ledger Nano X
ProspectBoss
Salesforce

Integrations

Bottomline Digital Banking
Coast
ImageRight
Ledger Nano X
ProspectBoss
Salesforce
Claim RetireCo and update features and information
Claim RetireCo and update features and information
Claim Terra and update features and information
Claim Terra and update features and information