Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Auric Prospector serves as a comprehensive CRM solution aimed at assisting businesses in connecting their workforce with operational processes. This on-demand customer management platform provides adaptable and inventive features that enable teams to enhance workflows and oversee their contacts, prospects, and clientele effectively. Furthermore, it boasts an extensive array of tools for managing opportunities or leads, delivering customer service and support, overseeing lists, handling contacts, integrating with ERP systems, as well as reporting and analysis capabilities, making it a versatile choice for various business needs. By centralizing these functions, Auric Prospector empowers organizations to streamline their operations more efficiently.

Description

TL LeadManager® is a specialized lead management platform tailored specifically for agents in the Life and Health Insurance sectors. It simplifies the management of Medicare Supplement, Long Term Care, Final Expense, and Annuity leads, making the process more efficient than ever. If your current lead or contact management system isn't meeting your needs or you’re not completely satisfied, it's time to give TL LeadManager a try. This comprehensive and user-friendly CRM is designed to reduce the time spent on managing leads while enhancing your selling opportunities. By streamlining paperwork and improving organization, you can focus on increasing your policy sales. When paired with TargetLeads®, your direct mail marketing becomes incredibly smooth and effective. Whether dealing with Turning 65 lists for Medicare Supplement or various other insurance leads, TL LeadManager empowers you to effectively manage, follow up, and generate reports for all your campaigns, ensuring you stay on top of your business. Embracing this innovative tool could be the game-changer you need to elevate your sales strategy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word

Integrations

Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word

Pricing Details

$20.00/month/user
Free Trial
Free Version

Pricing Details

$40 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Auric Technology

Founded

2004

Country

United States

Website

www.aurictechnology.com

Vendor Details

Company Name

TargetLeads

Founded

1985

Country

United States

Website

www.targetleads.com

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Insurance Agency

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

Alternatives

Alternatives

Insureio Reviews

Insureio

Insureio Technologies
BIGContacts Reviews

BIGContacts

ProProfs
i-underwrite Reviews

i-underwrite

Intelligent Life Technologies Limited
Contact & Sales Manager Reviews

Contact & Sales Manager

Accura Software