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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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Insurance professionals that need a CRM built for insurance

Audience

Risk managers, TPAs, PEOs, self-insured

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Terra
United States
terra.insure/

Alternatives

Alternatives

A1 Tracker

A1 Tracker

A1 Enterprise
Sapiens P&C

Sapiens P&C

Sapiens International
Cloud Claims

Cloud Claims

APP Tech
InsureCert

InsureCert

InsureCert Systems

Categories

CRM Supported

Categories

Claims Processing Features

Adjustor Management Not Supported
Case Management Supported
Claim Resolution Tracking Not Supported
Co-Pay & Deductible Tracking Not Supported
Compliance Management Supported
Customer Management Supported
Electronic Claims Supported
Forms Management Supported
Paper-Based Claims Supported
Payor Management Supported
Policy Administration Supported

Insurance Agency Management Features

Claims Management Supported
Commission Management Not Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Not Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Not Supported

Insurance Claims Management Features

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

Integrated Risk Management Features

Audit Management Not Supported
Compliance Management Not Supported
Dashboard Supported
Disaster Recovery Not Supported
Incident Management Supported
IT Risk Management Not Supported
Operational Risk Management Supported
Risk Assessment Supported
Safety Management Not Supported
Vendor Management Not Supported

Risk Management Features

Alerts/Notifications Not Supported
Auditing Supported
Business Process Control Not Supported
Compliance Management Not Supported
Corrective Actions (CAPA) Supported
Dashboard Not Supported
Exceptions Management Not Supported
Internal Controls Management Not Supported
IT Risk Management Not Supported
Legal Risk Management Not Supported
Mobile Access Not Supported
Operational Risk Management Not Supported
Predictive Analytics Not Supported
Reputation Risk Management Not Supported
Response Management Not Supported
Risk Assessment Supported

Integrations

Bottomline Digital Banking Not Supported
ImageRight Not Supported
Ledger Nano X Not Supported
ProspectBoss Supported
Salesforce Not Supported

Integrations

Bottomline Digital Banking Supported
ImageRight Supported
Ledger Nano X Supported
ProspectBoss Not Supported
Salesforce Supported
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