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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
WRDS is a reliable and versatile web-based platform equipped with advanced customization options that empower clients to tailor the application to their specific business needs. Property and Casualty Insurance providers often depend on field inspections to evaluate and manage risks effectively. However, the data gathered through disconnected or manual systems poses challenges in making vital underwriting choices. As a result, various components of the inspection workflow, along with data collection and processing, frequently lack integration, leading to redundant data entry and potential data loss. This inefficiency significantly hampers staff productivity and contributes to greater uncertainty in the decision-making process. To address these issues, Digitek has developed an online Inspection Management application known as the Web-enabled Relational Database System (WRDS), which aims to streamline these crucial tasks and enhance overall operational efficiency. Additionally, WRDS enhances collaboration among teams by providing a unified platform for data access and sharing.
API Access
Has API
API Access
Has API
Integrations
ProspectBoss
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
Digitek Software
Website
www.digiteksoftware.com/product-wrds.html
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
Product Features
Inspection
Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management