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Description
EvolveNXT’s platform is designed for health insurance carriers and any commission-based business, providing a customizable suite of solutions that enhance sales performance and simplify the management of intricate business processes. With over ten years of experience collaborating with top insurance carriers, we have crafted a solution tailored to meet the demanding requirements of competitive and regulated markets. Our compliance-focused approach allows organizations to boost the efficiency of their sales channels while promoting sustainable growth in enrollment. Notably, the intricate commission structures that apply to Medicare brokers are among the most challenging to navigate; EvolveNXT facilitates the management and automation of Medicare compensation while ensuring adherence to CMS regulations. By utilizing our commission management software, insurance carriers can not only streamline their operations but also empower their teams to achieve peak sales performance, paving the way for greater success in an ever-evolving industry.
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
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
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
EvolveNXT
Founded
2009
Country
United States
Website
evolvenxt.com
Vendor Details
Company Name
TargetLeads
Founded
1985
Country
United States
Website
www.targetleads.com
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
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