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Description
An entirely FREE CRM solution designed specifically for professionals in the insurance and financial sectors. Streamline your workflows to conserve both time and financial resources. Experience the power of immediate communication through mobile and social media channels. Enhance your communication effectiveness like never before. Enjoy a steady lead flow from various sources without the concern of where your next prospect will originate. Access to top commissions is available from more than 500 carriers across life & health as well as property & casualty lines. Utilize our software at your convenience, without the need for contracts. This platform empowers you to focus on growing your business without unnecessary barriers.
Description
Trellis Connect simplifies the process of sharing personal insurance information for users, offering a fast, easy, and secure experience. By meeting consumers in their own environments, Trellis enables individuals to discover the most suitable personal insurance options tailored to their requirements. Utilizing consumer-permissioned data, Trellis Connect stands out as an innovative pre-fill solution for property and casualty insurance that enhances the user experience while ensuring the security and privacy of its users. Collaborating with leading companies across various sectors, including financial institutions, fintech firms, and insurance providers, Trellis offers comprehensive white-label, end-to-end insurance solutions. The platform serves as a resource for comparing and purchasing personal property and casualty insurance policies, ensuring that users have access to the best options available. With our top-tier solution, you can have a fully licensed team of insurance agents ready to assist you in just a few short days. This approach not only streamlines the insurance process but also fosters a sense of trust and security among users seeking coverage.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
RetireCo
Founded
2009
Country
United States
Website
agent.retireco.com/professionals
Vendor Details
Company Name
Trellis
Country
United States
Website
trellisconnect.com
Product Features
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