Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
OneLink was designed specifically for agency owners, emerging from the need for a more sophisticated and comprehensive technological foundation in the insurance sector. As a frontrunner in the industry, OneLink offers a holistic and versatile solution that empowers you to take full control of your agency. With its user-friendly interface, you can effortlessly establish hierarchies and manage user permissions. Additionally, it allows you to monitor prospective clients alongside repeat business, enabling you to identify fresh opportunities for expanding your insurance offerings, all within a single platform. The system simplifies payment tracking and commission processing, accommodating both manual and automated methods while offering extensive customization options. Furthermore, OneLink produces a variety of reports that include production metrics, policy overviews, call performance evaluations, and commission tracking, delivering this information almost instantaneously. We understand that the insurance sector necessitates specialized functionalities for effective lead management, which is why OneLink incorporates ForcedLead technology to ensure your agency benefits from up-to-date contact opportunities. Overall, OneLink is designed to enhance efficiency and streamline operations, making it an invaluable tool for any insurance agency.
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
Intruity
Founded
2008
Country
United States
Website
onelink.intruity.com
Vendor Details
Company Name
TargetLeads
Founded
1985
Country
United States
Website
www.targetleads.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote 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