Audience
Insurance professionals that need a CRM built for insurance
About RetireCo
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.
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NextAgency for Health & Life Insurance
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PackageX Ship
One request through our shipping app or API instantly shows rates from a massive network of traditional and on-demand carriers, allowing you to create cost-effective shipping labels at scale.
Generate labels and track shipments from one place. Self-service kiosk available.
Pick from hundreds of shipping options sorted by speed and price.
Access exclusive special rates or custom rate cards through our multi-carrier shipping platform.
Ensure you’re shipping to a real address before the package leaves your facility.
Delight and inform recipients with automated notifications based on package location.
Create workflows to automate repeatable tasks and reduce manual work.
Our multi-carrier shipping platform brings shipping and tracking together and replaces single-carrier, manual label generation with multi-carrier, dynamic label generation.
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Commissionly Tracker
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance.
Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines.
Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data.
The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.
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Pricing
Free Version:
Free Version available.
Integrations
Company Information
RetireCo
Founded: 2009
United States
agent.retireco.com/professionals
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Product Details
Platforms Supported
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