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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Screenshots View All

Screenshots View All

Integrations

ProspectBoss

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

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